Our expertise lets us provide in-depth analyses of industry dynamics, compelling value propositions, and customized marketing plans.
Case Study: Transition Management Market Assessment
| Challenge | The Transition Services (TS) group of an international financial institution wished to identify growth opportunities worldwide. |
| Solution | CFSC interviewed transition management industry competitors, institutional pension plan consultants, existing and prospective clients, and TS employees. We reviewed competitive data and materials and analyzed TS results. Our market assessment included annual transition volume, segmentation status, and market opportunities, as well as key players and their respective positions and advantages. Finally, we recommended ways for our client invest in growth while market share was attainable. |
| Result | Our client was able to forestall higher growth costs in the future, when competitors became more established, and to protect its client base from the competition. |
| Client Assessment | “CFSC’s insightful analysis was based on numerous industry interviews that are typically difficult to secure and schedule. Nevertheless, CFSC completed the project on time and within budget. CFSC’s recommendations played an important role in shaping our long-term business strategy.” —Head of Allocations and Solutions |
Additional Project Examples
1. Evaluated the competitive landscape of the international banking market. CFSC conducted extensive primary research with bank employees and customers, including mystery shopping and interviews. Provided recommendations to improve opportunity identification, lead generation, and conversion and business economics.
2. Developed a marketing approach, value proposition, and positioning plan for a new product offering. CFSC took a two-pronged approach to marketing the new product: we targeted internal sales resources to improve account migration and enhance cross-sell capabilities, and coordinated this effort with a national advertising campaign.