Acquisition
Our expertise and experience in the industry has led us to conclude that the cost of client acquisition is significantly greater than the cost of retention. We can help transform current acquisition strategies and roadmaps to effect positive change in the acquisition results over time.

Our proprietary Acquisition Engine is a robust solution that has the capability of providing:
The simplicity of a generic distribution list by ranges of assets and participants, geography or product.
The complexity of developing a customized long term roadmap towards an acquisition solution that combines the database elements with marketing analytics to maximize distribution and boost sales volumes.

The Intelligence is based on a clustering algorithm using:
Market research based methods.
Multiple years data collected from plan sponsors.
Financial data trends

We group like plans in a 5-star system that inherently creates a mechanism for prioritization for calling from the database.

We offer services in the following areas of expertise:
Data Strategy and Consulting.
Database creation, cleansing and maintenance.
Data enhancing with external vendors.
Distribution list generation.

Acquisition Strategy

Issue:
The cost of acquisition in various segments of the retirement industry are seemingly greater than the cost of retaining those clients.

Our Answer:
Building and managing your prospect database.
Finding a best fit prospect database from a preselected list,
Consult with you and create a select list that best clusters around your current clients.

Analytic consulting that supports current client base cloning, plan sponsor segmentation and advanced methods using market research based customer behavior modeling.

Strategic consulting and analytical support including building a framework for an acquisition roadmap using data driven marketing techniques.