Distribution Channel Strategy for Financial Services Organizations

The distribution partners who sell financial products and servcies play a significant role in controlling a product provider's ability to successfully and profitably meet organizational objectives. Successful financial services organizations create and sustain relationships with distribution partners who can both: effectively reach and influence defined target market segments; and effectively communicate the organization's brand identity and unique value proposition.

One of the most enduring problems in financial services marketing is gaining access to customers in a way that both respects invidual customer preferences and conforms to the organization's own strategic objectives. Suasion Resources brings a host of unique financial marketing capabilities and expertise to address the distribution challenges of financial services providers. We have a systematic, disciplined approach for working with companies to address distribution issues—from developing overall distribution strategy to exploring specific distribution channels and customer segments.

We work with financial services organizations to identify the distribution partners that can most effectively penetrate their market(s) in order to produce profitable, incremental business. We also conduct the distribution channel research necessary to determine what services are needed to sustain strong, active selling relationships and develop a plan for improving sales support and distribution channel communications.