On what dimensions should a new savings offer be positioned?

business cases > wealth management

Swiss Life France is a key player in the wealth insurance and health insurance markets. Present in France since 1898, Swiss Life is today the specialist in personal insurance for Pensions, Wealth, Health and an expert for the self-employed and business owners.

Challenge

• Analyzing customers' perception of a "high-end" savings contract

• Testing their competitive positioning

Solution

• A qualitative system based on 6 focus groups made of heritage targets

• Selective recruitment of customers and prospects

• Tailor-made entertainment in 4 major cities

The Benefits for our Client

• Definition of 4 Buyer Personas and their respective expectations

• Design of the Customer Journey with emphasis on points of interaction with Swiss Life