Financial Services

Market insight for timely response

Identify emerging segments and new demands for product and service opportunities

•  Case Study I

A regional financial institution acquired a community bank in a rural area. It was considering how best to attract and retain brokerage customers. Marketing strategy for the new territory was developed to improve internal and external customer relations, corporate image, and sales.

The implementation plan included developing business activities among multi-levels of management and departments; cultivate new methods of communication; and design process and measurement methods for employee training and customer sales programs.

Result: Eleven branch offices increased registered investment representatives, branch investment sales had double digit increase, and seminar attendance increased by triple digits.