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Boutique wealth management firm looking to
scale via acquiring Gen X customers

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Strategic Problem

How Might We (HMW) sustainably win with Gen X customers, profitably, meeting their unique needs while helping to grow our business

Practices Involved

Frame Business Strategy
Build Customer Journeys
Design Experiences
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What We Did

Developed data analyses and insights on current​

customer segment 

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Articulated the business' winning aspiration​

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Identified pathways to new customer segments​

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Designed the winning strategy with clear choices & targets​

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Built 3-year action path to launch​

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Value Delivered

One vision and alignment on Gen X acquisition strategy

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Clear set of choices for path forward

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Identified new B2C channels for customer acquisition

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Ready-to-implement strategy to action plan

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