Case Study: a leading global financial services brand improves acquisition communications with Savanta

a global financial services brand improves comms testing with Savanta across 150+ respondents per cell

A global financial services brand partnered with Savanta to address a challenge where its customer acquisition levels were failing to meet key commercial KPIs across multiple markets. The client needed to identify which specific stages of its multi-stage communications journey were underperforming and required improvement.

Savanta implemented its Consumer Duty Testing Framework, conducting online quantitative comms testing with target prospects. This approach identified which aspects of the communications were being misunderstood or poorly received. The client applied these findings directly to its acquisition journey in a priority market and shared best practices, leading to further projects with Savanta in additional markets to optimize the user experience.