Client case studies > Evolution and positioning of the retirement savings offer (PACTE law)

Product positioning

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

  • Data-led strategy
  • Financial services


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
  1. 01.

    To what extent is a product with fixed rates still viable?

  2. 02.

    How should the range of retirement products evolve?

  3. 03.

    How to attract the network of brokers?

  • 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

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