A financial services company wanted to improve satisfaction and utilization of its services for retirement planning. As a first step, we conducted consumer research using our inventive stimuli to uncover unarticulated consumer attitudes and needs, identifying deep seated causes for the plan participants’ inertia. Based on the learning, we led a Flashpoint session to create new products/services to overcome this inertia, and stimulate prospects to become active plan participants. As a result, several new programs were created and successfully launched, enabling our client to add several billion dollars worth of assets under management in less than two years. [  next  ]

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