Financial Services

Growing the Value of the Financial Services Customer

Every financial services company wants to deliver exceptional customer experiences. But multiple channels, product silos, and disparate touchpoints create disjointed interactions. This challenge has far-reaching implications for: 

  • Retail banks striving to grow assets, keep customers engaged, and increase lifetime value
  • Brokerage companies working to acquire customers, retain them, and grow share-of-wallet in the face of endless investment options – from online players to niche channels
  • P&C providers looking to turn policy holders into brand advocates

The common thread is the need to align business and brand objectives by putting the customer at the center of every solution. Peppers & Rogers Group offers a full range of consulting offerings for the financial services industry. Our dedicated team of industry veterans and subject matter experts brings proprietary frameworks and approaches to Retail and Transactional Banking, SME Banking, Wealth and Asset Management, and Insurance and Retirement. We work with our financial services clients as partners and approach each project through the customer lens integrating strategy, analytics, operations, technology, and program management to deliver results that drive long-term increases in customer lifetime value.



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