The Case Studies in this section offer tangible examples of our work in our focus categories. If you’d like more details, we’re happy to share them – contact us today.




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Capturing Clear Direction
SEGMENT DEVELOPMENT


The Challenge

A world leader in global financial services needed to analyze itself and its competitors to enable informed market strategy and growth in a competitive and combative marketplace.


Our Solution

The Pert Group conducted a telephone study through a bi-annual survey of 13,500 businesses in 25 U.S. markets using the CAPTURESM model as a basis for defining market potential. Using this model, we were able to:

  • Establish benchmark measures for loyalty, satisfaction, competitive advantage and image
  • Profile the market firmographically as well as by marketing message and channel preferences
  • Identify where each customer was in the relationship continuum, including those customer who are up for grabs, tentative, habitual or loyal
  • Measure market share

Results

CAPTURESM modeling provided clear direction to increase sales and profitability through customer acquisition and retention strategies. The brand positioning was enriched through the development of specific targeted marketing strategies. The work also defined needs for strategic recruiting and advertising.