Services
Click To Enlarge Our Acquisition Engine is sophisticated and highly customized, built to deliver dramatic sales improving acquisition efficiency.

Acquisition Engine
The analytics engine groups like plans in a 5-star system that inherently creates a mechanism for prioritization:
Based on a clustering algorithm.
Using market research based methods.
Trended financial data for multiple years collected from plan sponsors.

Variable selection
We created a short list of variables that are actionable and practically implemented to best predict plan sponsor behavior. The variable selection process answered the following key questions:


Are plan sponsors switching providers over time?
What are the major communication channels plan sponsors prefer?
What are key financial metrics of high value plan sponsors?
Can we identify cross sell and rollover opportunities?

We condensed major market sizes into logical and practical buckets by trending against the markets using our industry experience coupled with extensive DC knowledge.

We designed a plan sponsor Intelligence profile, using the facts and financial metrics rooted in the DC industry. The plan sponsor intelligence profile avoids segmentation errors of large scale, thereby replacing the expensive market research studies, which do not address or solve the fundamental and practical question of finding plan sponsors YOU want to target.