The Client: a leading Financial Services player in Latin America.

The Challenge: to elevate the Consumer Insights area to support the development of a new marketing and communication strategy across the region.

The Evaluation: our advisors performed an in-depth assessment of the client Consumer Insights area as well as all related available knowledge in the company. The assessment drove the following conclusions: (i) the purpose and the profile of the area was biased to be a data provider (focused on project management) and not in be a trusted advisor (inspiring and influencing consumer-centric decisions), and (ii) the knowledge was not organized and accessible to the users to enable the generation of relevant insights, although the high investments throughout the years.

The Solution: to solve the challenge, our advisors worked with the team first in organizing the available knowledge through a professional Desk Research, reviewing and cataloging the critical insights and information gaps. Countries’ clusters were created based on the stage of the category development and the size of the marketing challenge, allowing the client to decide how to best plan, implement and explore synergies for a new marketing strategy - “Insights into Action Workshops” were delivered across Latin America business units.

Additionally, our advisors structured an entirely new approach to the construction of the consumer insights plan, indicating the areas of focus, the essential information gaps to be bridged, their studies and methodology to be used and recommended a set of trustable partners to join up on the task.

The client advanced with the recommendations and under our orientation reconstructed the plan, review the scope and methodology of its Brand Tracking as well as start the development of and U&A study with proven partner suppliers.