Case Study: Royal London improves ESG customer engagement with Savanta

Royal London improves ESG engagement with Savanta

Royal London, the UK's largest mutual life, pensions, and investments company, faced the challenge of understanding its customers' awareness of ESG (Environmental, Social, and Governance) issues. They partnered with the vendor Savanta to gain insight into customer knowledge and find ways to improve engagement with their responsible investment initiatives.

Savanta implemented its 'Magnetism' Building Block and Loyalty Framework to provide new customer relationship insight. This approach allowed Royal London to identify customer groups with low awareness of its ESG activity and provided channel-specific marketing recommendations. The outcome was a new customer-informed strategy to build closer relationships and drive long-term loyalty.

Royal London