Posted in: Brand Positioning & Development, Communication, Communications Development and Evaluation, Consumer Products, Customer Retention, Financial Services, Product/Service Development/Viability
Major Investment Firm: New Product Viability
Challenge: A major financial institution was launching a new affluent advisory offering initiative, combining personal advisers with a state-of-the-art digital platform to develop and support financial planning.
Objective: To confirm audiences previously identified in qualitative focus groups, assess how well the new offering performed against other produc...