Financial Services

Working with our financial service clients to build engaging brands, attract customers and improve customer experience.

Financial services is a fast moving industry in which changes in technology, customer needs and competitor activity mean new entrants and competitive fronts are continuous and demand clear insights and the ability to translate these insights into action for business to remain competitive. We work with financial service clients to deliver insights and evidence based strategies to improve customer acquisition, retention, and engagement.

What we do in financial services

Communication development, testing and evaluation;
Brand positioning and brand health;
Product development, market sizing;
Market segmentation and source of growth analysis;
Customer satisfaction, service delivery mapping and improvement;
Uncovering drivers for customer acquisition and customer attrition;
Recommendation and influence tracking of third party providers.

Target markets we have worked with

Consumers;
SME companies;
Large enterprise and government decision makers;
Intermediaries and Influencers (brokers, planners, accounting, legal).

Case Studies & Insights

Finding and communicating the right brand positioning

In a local market with over a hundred active competitors, and new competitors emerging almost daily, how does a banking service provider stand out from the crowd? By uncovering insights that drive the customer journey from moment that consider leaving a provider to...

Improving the third-party customer experience

The third-party channel for many financial service providers is their main source of sales and customer experience. By understanding the broker experience from both the customer and broker perspective, we helped our client to grow their business and their improve...

Understanding competitor’s campaigns to build strategy

In a competitive market, your competitors are a key source of insight. By monitoring and analysing individual campaigns and media spend, we helped our client build strategies that improved media spend efficiency and extract insights from competitors. Over two thousand...

Learn more about how we provide solutions.

We'd love to hear from you.

Phone 02 9660 0827

Mobile 0404 707 752

Email engage@erisstrategy.com.au

Annandale, NSW, 2038

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Eris Strategy

We are a consultancy that creates evidence based strategies for clients seeking growth. We help our clients with research to uncover their sources of market growth through the use of the latest in behavioural science and management thinking. With these insights we help clients to design strategies that create growth opportunities through communication, product development & service delivery.

02 9660 0827
0404 707 752
engage@erisstrategy.com.au

Annandale, NSW, 2038