Case Study

Global financial services provider optimizes customer experience

Global financial services provider optimizes customer experience

APPLIED MARKETING SCIENCE (781) 250.6300 | inquiry@ams-inc.com www.ams-insights.com THE CHALLENGE A leading global financial services provider sought to strengthen customer loyalty and increase share of wallet for investment services among its mass affluent and high- net-worth segments. Brand research indicated that mass affluent and high-net-worth segments viewed our client as out of touch with the needs of modern investors, as well as l

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