Investment ManagementCase Study

Problem: Market differentiation was becoming a critical issue with the company’s prospects. There was a downward return in revenue/client.

Marketing Strategy: Create new niche markets, position individual brands and significantly boost relationship based marketing.

Solution: The company needed to educate internal employees, sales agencies and affiliates on key differentiations that was conceived through this project. Using marketing JV platform, enter new test markets, fine tune message and differentiate from outside-in.

Benchmark performance, track key performance metrics, drivers and conversion rates. Minimize internal wait times and provide incentives to come onboard and increase investments.

The company distributed 3-times more bonuses and commission to sales agents. Revenue nearly doubled over 9 month period.

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