Banking, Insurance, and Financial Services

Firms like yours compete in highly-service oriented businesses. Consequently, marketing executives are faced with challenges on how to properly persuade prospective customers while building trust among current clients. In a competitive environment where it’s difficult to distinguish one organization from another, Gelb uses our innovative research techniques and strategic frameworks to build trusted brands. 

Among the most frequent requests made of Gelb:

·         Build a financial services brand that’s an asset of increasing value

·         Define marketing strategies to build investor loyalty

·         Assess and improve investor experiences to increase market share

·         Make go/no-go decisions on new financial products and services

• Brand strategy for financial services firm
• Brand strategy for community bank
• Brand positioning testing for national mortgage company
• Brand confusion
• Brand equity surveys (national and international)

New Product Research and Commercialization

• Testing of investor disclosure statements
• Concept testing for annuity product
• Testing of financial statements
• Website usage testing

Experience Management and Dashboards

• Touchpoint performance assessment