LANDING THE PLANE FOR FINANCIAL SERVICES
Sound Familiar?
You market through independent agents, brokers, planners, and/or aggregators and need innovative ways to bias them to your brand and sell more effectively on your behalf
Your product is — in the eyes of the customer — parity; you need innovative ways to distinguish it and derive perceived value
You’re planning a de novo event and are eager to do something that will generate more interest than is customary
We Can Help
Multifactoral review of a current strategy/program either planned or in progress, including positioning, segmentation, value proposition, dramatization, and data capture; designed to be complimentary vs. adversarial to any existing resources you may have in place.
Relationship with Money Modeling: Approach to targeting/segmentation that adds an additional layer of insight to drive more actionable personas, messaging cadences, audience development and response triggers.
Partner Programs: educational and CRM workshops and approaches to more effectively engage independent partners
Content Strategy: effective use of inbound and sales qualification/priming techniques
Here's Proof
Vast experience with Fortune 500 and challenger brands in insurance, banking, online banking, brokerage, and fintech
Innovative marketing research and journey mapping methodologies to improve insights and strategies
Proven methods for engaging and educating through workshops, content, and CRM approaches