Financial Services


Overdelivering an underdeveloped B2B segment.

A financial services company identified an underdeveloped segment of current customers, but they didn’t know enough about the target to create a focused sales approach. They were data rich, but insight poor. Our segmentation analysis identified actionable, high-value customer profiles, which led to a revamp of the entire sales process that delivered significant value for the organization.
  • Business from underdeveloped segment grew 50% vs. YA
  • Re-engineered internal sales process based on segmentation and profiles
  • Revamped data collection process and strategy
  • Increased internal efficiency for client teams

  • Predictive of future success
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