Bupa Private Client
Targeting the advisors of high-net-worth prospects, aligning the sales, marketing and product teams.
Client
Bupa Private Client
Regions
UK, Monaco, France
Wealth Level
Advisors of HNW individuals
Challenge
Who are the advisors of our high-net-worth prospects? How can we reach and engage them to become intermediaries?
Solution
Identify the advisor entourage and build 10 core audiences. Learn what makes them tick and recommend campaign ideas - align the internal sales, product and marketing teams on the strategy.
“We have been so incredibly excited about this insight. Personally I have found it fascinating & have really enjoyed the whole process”