Case study // New wealth proposition
Challenge
"How do we leverage our existing assets to offer a wealth management and financial planning service? – my client needed to respond to market disruptions by offering a combined wealth management / financial planning service. The problem was, they didn’t know the ‘who, what, how’ to make this a real service.
Approach
Through a combination of qual and quant research we identified the right customers to target, the service proposition and experience to offer them, and the business/operating model required to deliver this.
I helped:
- Find the customer life stage and persona to target
- Find a viable segment for the business to target
- Set the strategic direction for the proposition
- Define the business / operating model
- Design the holistic service experience
Examples // activities, artefacts, outputs
