Multicultural Research & Strategy
Edward Jones, a financial services firm serving investment clients in the U.S. and Canada, has a branch network of more than 14,000 locations and needed a multicultural investor strategy.
Sensis conducted extensive primary and secondary research (including analysis of Edward Jones’ internal data) to identify target segments/personas, size of the opportunity, geographic priorities, and preliminary fit assessment of the long-term, serious, individual investors within these groups: Hispanic, African-American, and Asian-American.
Holistic Market Growth
Target segments were categorized by investable assets, life stage, and recency in the US as well as other fundamental investment factors. We helped Edward Jones develop a go-to-market strategy to capitalize on these untapped opportunities.