Strategic Consulting

We help crystallize your organization’s unique and differentiated customer financial health and wellness strategy and Value Proposition

We’ll help create a new narrative and framework for your success

Seymour Consulting has extensive experience and proven methodologies for customer-led research, strategy and value proposition development within financial services, spanning decades.

Building on our experience, we’ll help your organization create market-leading financial-health customer experience and business strategies that take your brand differentiation to the next level, driving growth while focusing on the financial health of your target customers, across your organization.

We can help create a completely different, ‘non-bank-like’ conversation with your customers and leaders, through the lens of financial health. We begin by helping your organization deeply understand your customer and segment financial health state, attitudes and behaviors. We can help your teams to better support your customers’ financial health, in ways that matter to them – knowing that they’re ultimately in charge of their financial health journey. We combine a deep understanding of your business with normative insights from our Canadian Financial Health Survey benchmarks to identify distinct, relevant financial health opportunities.

We help conduct a comprehensive overview on your current organizational culture, strengths and opportunities, to boost collective engagement around improving the financial health of your customers.

We can also help develop define a Financial Wellness Value Proposition for Employers. With money worries being a problem that impacts employee productivity and engagement, this can positively impact your Employer Value Proposition and create business benefits through financially supported employees. Learn more.

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