Summary
Financial Services Consulting by New Markets Advisors helps banks, insurers, fintechs, and investment firms design growth strategies and offerings that align with real customer needs. This page explains how we apply the Jobs to Be Done (JTBD) framework to uncover why people choose, switch, or avoid financial products—and how institutions can respond. Readers will learn how our Jobs Atlas™ method connects insight with execution, enabling companies to improve innovation, strengthen loyalty, and build new value propositions that resonate. By moving beyond product features to understand the human drivers behind financial decisions, we help organizations create services that customers trust, adopt, and recommend.
The financial services industry is in upheaval. Regulation, disruptions such as crypto, and fintech entrants are just the beginning. The waves of change are permeating all corners, including banking, insurance, and payments. Firms need to shift their customer experience, products, business models, and operations to adapt, fast. From pioneering mobile commerce to introducing “life planning” solutions in retail branches, our team has been on the frontlines of financial services change for two decades. We have the experience and expertise to help you innovate, create customer-centric solutions, and uncover new revenue streams.
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This guide empowers financial innovators to build relevance, trust, and growth by:
• Revealing functional and emotional drivers behind financial decisions to unlock untapped opportunities.
• Using Jobs-based segmentation to design targeted offerings that meet diverse customer contexts and needs.
• Turning insight into execution by aligning innovation, pricing, and go-to-market strategies around what customers are really hiring financial products to do.
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