Archives of Financial

Challenge A Canadian financial services company was considering developing new credit card services for micro and small businesses. Most of the institution’s commercial business is focused on smaller companies (less than 99 employees). A significant opportunity was identified to deepen those relationships by offering a business credit card that better addressed both their retail and […]

For a leading Canadian insurance and investment institution, we explored the journey to retirement to rethink the client advisor relationship and to develop innovative digital products that really resonate. As part of this study, we: Leveraged applied ethnography and psychoanalytics to deeply understand what successful retirement ‘looks like’; Explored the creation of meaningful rituals in […]

A large financial service firm sought innovative input to development of a new Visa credit card designed to enhance traveler’s experience. In the crowded credit card field, modeling optimal benefits and fees of a new card are key. This research identified a niche that, even with high annual fees, provided important and desired perks for […]