Research Objective

• An asset management firm with a large customer base needed to be more competitive to increase their share of customers with investible assets.
• They needed to better understand their current and potential customers and their behavior so as to grow their business and prevent attrition.

Scope & Methodology

• A comprehensive, meta-analytics solution integrating insights from segmentation data, Habits & Practices data & brand equity data was conducted.
• Key need-states for a variety of consumer segments were identified and brands were overlaid in the market to identify white-space potential.

Value Delivered

• Growing white-space opportunities were identified that showed the brand had potential to stretch their equity and address evolving consumer needs.

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