Customer Strategy

Simply put, it's about helping your business win more decisions from both customers and consumers. This includes attracting them for the first time, expanding their engagement, or strengthening their bond with your product, service, or brand.

Our methodology is rooted in the belief that behavior is most strongly shaped by what individuals value and what they can see. We work to uncover the barriers and triggers that influence behavior change, focusing on actions that deliver outsized impact across various target audiences—ultimately maximizing commercial outcomes.

We envision a consumer investment market where people can invest with confidence, fully understanding the risks involved and the regulatory safeguards in place.

Our goal is not to limit consumer access to investments, but to ensure they can find options aligned with their needs and risk appetite. Central to this is providing access to the right advice or support, helping them make informed decisions about higher-risk opportunities, and protecting them from fraud.

And when issues arise—as they inevitably sometimes do—we want consumers to know how to seek compensation, with the cost of redress fairly and sustainably covered by the firms involved.