Product positioning

Evolution and positioning of the retirement savings offer (PACTE law)

Challenge

Our client Generali has historically been a leader in offers providing fixed income, notably with the product “retirement”.

However, the decrease in the interest rates has affected the perception of the product offerings in the eyes of brokers.

The main objectives are

Deliverables

Development of 4 target customer cases according to their specific product needs
Description of the structure of the future product range, combining income and capitalisation
Definition of the network conduct and changes
Design of a roadmap for each product