MMR Strategy Group

MMR’s in-depth understanding of the financial service consumer helps clients improve customer satisfaction and increase revenues.

Financial services, such as insurance policies and investments, present unique challenges to marketing and strategy. Financial services are intangible – unlike many other consumer purchases, an insurance policy or an investment cannot be felt, seen, or tasted. They are infrequently purchased, yet can be very important at the time they are needed or used.

Our projects allow clients to understand their financial services from the consumers’ point of view and to analyze the role of other intermediaries, such as retail branches, advisors, or agents.

We have been retained by financial service companies for projects addressing topics such as:

• Market segmentation
• Buyer behavior
• Product development studies, including conjoint and discrete choice analysis
• Tracking studies
• Studies of consumer attitudes and behaviors
• Customer journey mapping and other experience mapping
• Loyalty and retention
• Agent productivity and growth

Contact MMR to learn more.