Shorebank
Challenge
Understand the banking and investment needs of core and prospective customers, recommend products and services to address those needs, and develop a marketing and communication strategy.
Approach
Use focus groups, discussions, in depth interviews, and ethnographic observations to determine customer, employee and prospective customer values around the brand, experience, and product.
Results
The insights and deliverables included executive level and detailed research findings, marketing strategies, product recommendations, and service recommendations.
