Skip to main content
Financial Services

Case Study: Penny for Your Customers’ Thoughts

How OSG helped a leading global benefits consulting firm unify their fragmented business data to segment customers and develop a suitable marketing strategy that improved profitability.

The client is focused on delivering solutions in 130 countries across investments, retirement, health and talent management. They have over 20,000 employees and thousands of clients globally and used many internal and external sources of data and information to meet business needs. The data environment was highly fragmented. Our client was faced with a shrinking revenue base and stagnant profitability. With limited insight into B2B client segments, they lacked focus for growth. Heuristic-driven strategies had been employed for the prioritization of clients and prospects for acquisition, expansion and retention activities. The client tasked OSG with optimization of the sales process and resource utilization for efficient Go-To-Market strategies. Using OSG’s predictive analytics solutions, the client could identify the right marketing strategy for each customer segment, focus on customers with higher lifetime value and create highly efficient customer engagement models.

Check out more of our case studies:

Case Study: Differentiation for Biosimilars

How OSG’s technology helped a pharma company stand out in their first foray into an already crowded category of biosimilar products, through stakeholder understanding and position and reputation management.

Case Study: Empowering Electrical Contractors

How OSG helped a global specialist in energy management and automation build a measurement infrastructure to better engage with customers to impact acquisition and purchases.