Firm Drives Omni-channel Targeted Marketing Efforts Leverages Financial Data and Segmentation Expertise case study A leading brokerage firm wanted to combine its internal survey-developed attitudinal data with estimated consumer financial data and other granular metrics. With this combined data set, the team worked with the firm to devise a process for assigning customers and prospects to custom segments that could be applied in multiple marketing channels to support the firm’s new communications strategy and drive new business. Challenge: Build a Data-driven Approach to Drive Omni-channel Marketing Efforts A leading brokerage firm was launching a new communications strategy and wanted to build marketing efforts to support the new brand positioning. The firm wanted to repo

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