In reconsidering its customer base, a Global 500 financial services company sought to understand the competitive landscape in wealth management for emerging market segments that had been previously underrepresented.
HighPoint was engaged to reconsider the client’s market strategy and we deployed a team led by a consultant with over 15 years of financial services experience spent in senior consultancy and executive roles at publicly traded companies.
Looking at historically underserved client groups (women, African-Americans, and LGBT consumers), the HighPoint team profiled market segments, analyzed the competitive landscape, and evaluated current product and service offerings to develop strategic marketing and product plans for each segment.
Following initial project completion, additional HighPoint consultants were deployed to drive product development, with successful rollout across targeted segments.
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