Case Studies: Financial Services
Strategic Account Planning
- Strategic Account Plans for a Global Payments Network – Post Financial Crisis
- Sell-side Account-level Research and Relationship Planning
- Long-term Joint Partnership Planning
Affluent Consumer Platform Development & Marketing
- Global Retail Investments and Insurance Platform
- Global Private Banking Strategy
- Affluent-targeted Loyalty and Credit/Debit Card Strategy
Information Product Development
Branded Corporate Development
Affluent-targeted Loyalty and Credit/Debit Card Strategy
A large supplier to the financial services industry needed to strengthen its offerings and service levels to assist its customers (FI’s) in their efforts to capture the more profitable affluent consumer segment.
MCAworks completed a series of one-on-one interviews with target FI personnel to inform a disciplined brainstorming and creative development process. Completion of the creative development process resulted in an array of process and service enhancements.
The client reports greater loyalty and image improvement from the establishment of and servicing of a truly differentiated offering to its customer base The client’s customers report increased share among affluent consumers.