Targeted Messaging via Segmentation for Retirement Planning

Business Challenge

A leading financial services provider was concerned about whether its products and support were keeping pace with the growing demand for retirement income planning.

Our Approach

Our research helped them understand the size and preferences of the marketplace, evaluate how advisors work in this space, and determine what additional support they need.

Successful Results Implementation

We identified "best odds" improvement opportunities. Then, through segmentation analysis, we helped our client target the right messaging to those advisors who would most benefit from increased support with their retirement income planning practice.