How to build financial service brand from ground zero with single purpose to provide higher financial resilience to customers? Start with leaders and financial model placed in the center as behavioral playbook. Good decisions every day are life longe decisions. Life is long.
New leadership capabilities
Behavioral playbook baked-in at the center of organizations. Prioritizing the quality of the
relationship over the volume of transactions.
relationship over the volume of transactions.
New customer opportunities
Promoting new behaviors of proactive everyday
financial life. Short-term gratification for long-term financial resilience.
financial life. Short-term gratification for long-term financial resilience.
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Results. As leaders embraced a new behavioral playbook, a new functional behavioral model proved working. Help customers find additional resources for individual investments. More optimistic outlook on overall financial well-being increased at down-market. New services and subscribers, and new revenue streams. Deliverables. New behavioral playbook. Engaging design brand identity system with brand story, Life is long tagline and website design.
