Developing Strategy for Enhanced Growth

FINANCIAL SERVICES CASE STUDY

WE SUPPORTED THE CREATION OF A CLIENT LEAD GENERATION PLAN TO IMPROVE MARKET PERCEPTION AND INCREASE MEMBER NUMBERS 

The clients perspective 

As the economic situation started to changes in the north east of Scotland from the knock on effect of the oil and gas downturn a small financial institute saw an opportunity in the market to provide its services to companies who would like to provide additional employee benefits.  

Kaizah came on board to answer the question: How best can the financial institute best position itself with a compelling selling proposition to increase membership.  

A new view

To develop the proposition, Kaizah first analysed the current marketing material and conducted analysis of potential organisations in the North East of Scotland who have employees who would benefit from opening an account with the financial institute and further benefit from the incentive plan.

This analysis was prioritised with management and a targeted opportunity pipeline was created.  

A Unique Selling Proposition (USP) was developed and marketing material and social media messaging created.

Priority organisations were contacted and the USP benefits presented to them and their respective employees.  

Break through results

This business development approach has opened doors to new clients that were previously never approach.

Created a pipeline of future potential customers where relationship are being strengthened.

There is an increased level of interest in the financial institute as an alternative to traditional savings and loan options.

This approach has and will continue to reap rewards to deliver against its growth.