Business Services Data and Analytics Financial Firm

Business Services Data and Analytics Financial Firm

September 14, 2019
September 14, 2019

Share

Business Services Data and Analytics Financial Firm

THE SITUATION

  • Prompted by a management change, the provider of a finance-related service with a national retail presence decided to review opportunities and test strategies to capitalize on them. Stax helped the client select three geographically dispersed markets within the U.S. to isolate key issues and test out strategies for addressing them.

THE ASSIGNMENT

  • Stax used a combination of internal data and insights, historical analysis, and customer research to identify the company’s position and competitive issues within each of the markets.
  • Armed with these profiles, Stax worked with the client to test out approaches to address the issues specific to each market, with the intent of leveraging solutions that worked and lessons learned more broadly across its nationwide network.

THE BENEFITS

  • We provided the client with very specific steps to address each of the key issues on a market-by-market basis. The company was able to expand penetration within the test markets, subsequently rolling out some of the successful strategies to other markets while deprioritizing less successful ones.

THE FINDING

  • Stax identified a range of key issues within each market, ranging from retail footprint, perceptions of the company’s expertise and value proposition, familiarity among Latino customers, and whether it provided convenient offerings in line with buyer expectations. Some of the issues were unique to individual markets, while others were shared among two or more.

Read More

Stax Recognized Among Consulting Magazine’s Best Firms to Work For
September 17, 2025
For the fourth consecutive year, Stax was recognized by Consulting Magazine as one of the top "Best Firms to Work For"—earning the #2 ranking in our category for 2025. Read more about the award here.
The European Wealth Management Software Landscape: ​ A New Era of Opportunity
By Sagar Bansal & Jai Singh September 15, 2025
Sagar Bansal and Jai Singh highlight key growth drivers ®gulatory tailwinds, as well as providing a future outlook on the drivers that are reshaping European wealth software. Read more.
Why Are Private Equity Investors Caring More About DevOps?
By Andrew Keller, Tyler Michaels, & Yiwei Jiang September 11, 2025
DevOps tools enable developers and IT teams to collaborate more effectively, opening up the potential for intriguing ROI. Read why PE investors are becoming more interested in DevOps.
Investing in Healthcare 2025: Stax PE Investor Survey
By Darren Buskirk & Jordan Abrams September 9, 2025
Stax Healthcare vertical has compiled the results of a recent survey, conducted by Stax, highlighting the changing landscape in the Healthcare industry. Read the full report here.
Featured by Reuters: 'It's Europe vs China' as Chinese brands crowd Munich car show
September 8, 2025
Phil Dunne was recently featured amongst several industry experts to weigh in on the growing takeover of Chinese EV manufacturers in Europe. Click here to read the full article.
Featured by Management Consulted: Grant Thornton Acquires Stax
September 5, 2025
Paul Edwards recently sat down with Management Consulted's Jenny Rae to discuss Stax’s growth journey and the positive impact of our partnership with Grant Thornton. Read more.
Show More