Skip to content
triangle-right CASE STUDY

FTSE 250 
Wealth management proposition.

The challenge

The rise of competitor/challenger financial well-being solutions, customers cashing in shares rather than reinvesting.


Our solution

We created a new wealth management portal proposition, to test desirability with clients and customers. We created a test design and managed user research to test our hypotheses and feed the results into a business case.


The solution, positive test results and business case for a pilot MVP are with stakeholders for next-stage investment to move into production.


Ready to super-charge
your B2B2C marketing?

Get in touch with the Owen team to see how we can
take your B2B2C marketing to the next level.