Financial Services
Customer Analytics, Marketing & Sales Excellence
Case Study Financial Services

Case Study

Retail banking customer needs assessment and strategy

SDI developed a needs-based customer segmentation for a retail banking unit of a major financial services provider

Client situation

Client looked for a more effective customer segmentation strategies in order to capture higher-value retail customers as well as to better understand the exact cost-to-serve on a by customer basis and increase overall profitability

Project approach

SDI thoroughly conducted customer segmentation via survey to define new technology-based products and services based on customer needs as well as compared competitors’ performance across these offerings


SDI successfully identified new attractive products and services to offer to the customers as well as supported the client with first pilot launch

Case Study Financial Services

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