Understand what drives end-user action in B2B2C relationships.
Product development and innovationn strategy for financial services. Turn engagement into client retention.
Flip the lens on your innovation practice.
When benefits go unused,
budgets get questioned.
Your clients are questioning your value. Your end users aren’t engaging.
You’re offering valuable services – many even free to end users.
But engagement rates are disappointing, and your customers are asking
tough questions about the ROI you deliver.
Something’s blocking engagement, and you can’t figure out what.
That’s where we come in. We’ve partnered with many financial services organisations to boost consumer growth and see results.
Problems we solve
Just because something is free doesn’t mean people will use it
Your services are covered, convenient, and valuable. But 40-50% of end users still aren’t engaging, leaving your B2B customers questioning whether to continue.
Your clients are losing confidence in the partnership
Employers are asking: “Should we even be contributing to this plan?” and “What can you do to drive better participation?” You’re at risk of losing entire accounts.
You’re measuring engagement but not understanding barriers
You know how many people aren’t using your services, but you don’t know why they’re not engaging or what’s holding them back.
End users don’t see the connection between your service and their goals
They view your offering as a “benefit” rather than understanding how it helps them make progress in their lives.
“ We’re excited to connect our products better to our customers, and result in growth for the business. ”
FinTech | VP Marketing
“I went into the interview process with scepticism. When I came out the other end – after the first two interviews – I was like, “Oh no, this is good”. This is a really good way to go and approach it.”
Insurance | VP Marketing
Understand what drives end-user action so you can drive higher participation.
When you know the real barriers to engagement – not just what surveys tell you – you can design solutions that actually work.
How we help financial services:
- Identify the real barriers preventing end users from engaging, beyond just awareness or access issues
- Create targeted messaging that connects your services to the progress end users are actually trying to make in their lives
- Align your entire organization around end-user Jobs to Be Done so marketing, client success, and product teams work toward the same engagement outcomes
- Build compelling value propositions that your customers can confidently communicate to their employees – or their own customers.
Resources
Design and launch your SaaS product
Driving
b2b2c engagement
From gut reactions to actionable advice
We have moved away from pushing features at prospects to engaging them in conversations that offer benefits on their terms. As a result, our sales team has prospects who are ready to make qualified decisions, and our account management team has clients that purchased for the right reasons.
Derik Sutton, CMO, Autobooks
It’s not just about the how, but the why.
Capture findings that will transform how you do business. You’ll gain actionable customer insights, processes, and language that will allow your team to continue this work on your own for years to come.
