Case Study: CDSPI boosts early-career dentist engagement and retention with Phase 5

CDSPI creates 3-segment early-career strategy with Phase 5

Cdspi, a not-for-profit financial services organization for the Canadian dental community, sought to improve engagement and retention among early-career dentists. They partnered with Phase 5 to gain insights into how this group makes financial decisions and to enhance the perceived value of a relationship with Cdspi.

Phase 5 conducted qualitative interviews followed by a quantitative survey, culminating in a needs-based segmentation analysis. The research revealed low financial literacy among the dentists and identified Cdspi's not-for-profit status as a key trust driver. These findings led to a new strategy involving dedicated contacts and financial education content, which informed the creation of a new proactive role to cultivate value-based relationships.

Cdspi