Looking to expand its business internationally, a financial services provider engaged Excella to conduct a comprehensive research study to help senior management develop an execution plan. Excella's ensuing research identified: critical target markets, client needs and opportunities, and a product suite customized by market and distribution channel. Excella's study included quantitative and qualitative research of needs and priorities for both distribution partners and their key clients.
Looking to successfully launch a new wealth management offering in the family office market, a financial services firm engaged Excella to create a comprehensive solution. Excella successfully created product positioning, in-depth product profiles, and sales tools for more than 35 wealth management products, helping the client identify the selling process for each product and key metrics to measure customer usage and product value.
To gain entry to new distribution channels, a capital markets provider engaged Excella to build a comprehensive strategic marketing program. Excella defined and positioned the client’s products, helped them understand the competitive landscape, identified key products for buyers in each distribution channel, and developed an 18-month marketing plan. Excella designed a measurement tool to help our client periodically evaluate customer satisfaction with its offering and service delivery.
Needing to develop and market new investor web solutions for registered investment advisors, a financial services provider engaged Excella to create a product strategy and marketing launch. Excella successfully created a development strategy based on a comprehensive study of advisor needs, an evaluation of the client's key technology vendor, and analysis of market competitors. Excella also developed a marketing program with supporting materials for the product launch, ongoing advisor communications, and training for relationship managers.
In an effort to help financial advisors at leading brokerage firms around the country build more profitable relationships with their clients, a financial services provider engaged Excella to develop a suite of robust workshops and self-study programs on the topics of personal brand development, business planning and referrals. Excella successfully created "best practices" teaching tools and self-development products based on in-depth research of financial advisor needs and work patterns.
Needing to boost its registered investment advisors' access to separate account managers, a financial services provider engaged Excella to improve the provider's referral program. Excella conducted a research study to understand the priorities of separate account managers, successfully identifying marketing, technology, and service enhancements that would better fill the needs of manager and lead to increased referrals. This three-part study included focus groups, executive interviews, and a quantitative study.
Seeking to effectively launch a fundraising campaign targeting affluent donors a nonprofit engaged Excella to develop a strategic and targeted communication program. Excella repositioned the organization’s brand and crafted a powerful story to demonstrate the organization’s community effectiveness. Excella subsequently developed a presentation for the agency’s annual giving campaign, provided presentation training to the board and senior management, and created a public relations plan.
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Creative thinking to maximize the opportunities for growth |
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Custom solutions to fit the needs of your organization |
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Results which meet your objectives |
