DISTRIBUTION CHANNEL STRATEGY

Foundation for an Effective Financial Services Sales Organization

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 the financial services marketing is gaining access to customers in a way that both respects individual 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.


This new financial services marketing book by Suasion president, Jay Nagdeman, offers a fresh perspective on the marketing issues that impact the success of any financial services business.

Financial Services Marketing Book
financial marketing