EXECUTIVE GUIDE

FINTECH DISRUPTION

GO-TO-MARKET TOOLKIT

Immediate Strategies for Financial Services Incumbents to Secure Advantage

Shifting demographics, consumer preferences, and expectations are massively disrupting the once predictable financial services industry. Consequently, fintech entrants are capitalizing – entering markets and competing directly on product value and customer experience. But there is opportunity, financial services incumbents have huge assets and advantages at their disposal to support competitive response.

Our Analysis

In an effort to identify which incumbent strategies to promote advantage, we analyzed over 100 financial services and fintech companies and surveyed 1,500 consumers across banking and payments, insurance, and investments.

The Report

From accessing the strengths of current market leaders to uncovering top consumer preferences, we divulge immediate strategies and tactics for maintaining growth and profitability and succeeding through disruption. Access the report to…

Understand and diagnose disruption and its impact on your business
Identify incumbent-specific advantages to mount an effective response
Execute detailed go-to-market activities to leverage inherent incumbent advantage

Download the report for immediate GTM strategies against disruption.

DOWNLOAD THE REPORT

Recent articles in the financial services space

AEP Digital Listening Bulletin #2

November 5, 2019

Not surprisingly, the rhetoric has heated up as consumers began to react to the multiple messages and plan options being received around Medicare Advantage across nearly all media channels as AEP shifts to full speed. The “improved” CMS Star Rating system results were released on October 11 and show that Medicare Advantage...

Open Enrollment Digital Listening Bulletin #2

November 4, 2019

Welcome to week two of our Fall 2019 Group Benefits Open Enrollment Digital Listening Bulletin. Even more of the benefits conversation turned to the rising costs of the healthcare portion of group benefits over the last two weeks as the reality of 2020 plan options settles in and employers and employees are both faced with rising plan costs, decreased benefits-or both. According to the KFF 2019 Benchmark Employer Health Benefits Survey released in late September, annual family premiums rose 5% in 2019...

Think Small to Win Big: How Carriers Should Approach Small Business Buyers at an Individual Level

October 25, 2019

To meet the needs of small businesses, it is important to remember that inside that account there are individuals making the decisions. And just like consumers, small business buyers have distinct communication preferences, servicing needs, and day–to-day pain points. For example, in our survey of employers, we set out to understand how decision-makers...

AEP Digital Listening Bulletin #1

October 22, 2019

Welcome to week one of our Fall 2019 AEP Digital Listening Bulletin. In this bi-weekly e-mail, we’ll take a look at the trends, conversations, and themes that we are seeing dominate the Annual Enrollment Period discussion as carriers, brokers, agents and enrollees go through this annual process.

Open Enrollment Digital Listening Bulletin #1

October 15, 2019

Welcome to week one of our Fall 2019 Group Benefits Open Enrollment Digital Listening Bulletin. In this bi-weekly newsletter, we’ll take a look at the trends, conversations, and themes that we are seeing dominate the group benefits discussion as many carriers, brokers, heads of HR, and employees go through open enrollment season.

Beyond Benefits: Enabling Brokers To Unlock Their Full Potential

September 26, 2019

Brokers are successfully building relationships with small businesses,…

Key Strategies To Win Over SMB Benefit Buyers

September 6, 2019

Employees today are demanding more and more out of their benefits package. MarketBridge conducted a multi-faceted research study on workplace benefits with business owners, HR buyers and employees. In surveying over 300+ SMB employers and employees...

Why the Ancillary Insurance Market is About to Boom, and Only Some Will Have Competitive Advantage

May 21, 2019

Offering a health plan is no longer enough. Today’s employers…

Ancillary Benefits Digital Listening Report

May 9, 2019

In this excerpt, MarketBridge highlights critical competitive and go-to-market insights as carriers, brokers and insurance industry disruptors try to take a cut of the growing demand for integrated healthcare.

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EXECUTIVE GUIDE

FINTECH DISRUPTION

GO-TO-MARKET TOOLKIT

Immediate Strategies for Financial Services Incumbents to Secure Advantage

Download the report for immediate GTM strategies against disruption.

DOWNLOAD THE REPORT

Recent articles in the financial services space

AEP Digital Listening Bulletin #2

Open Enrollment Digital Listening Bulletin #2

Think Small to Win Big: How Carriers Should Approach Small Business Buyers at an Individual Level

AEP Digital Listening Bulletin #1

Open Enrollment Digital Listening Bulletin #1

Beyond Benefits: Enabling Brokers To Unlock Their Full Potential

Key Strategies To Win Over SMB Benefit Buyers

Why the Ancillary Insurance Market is About to Boom, and Only Some Will Have Competitive Advantage

Ancillary Benefits Digital Listening Report

We Can Help Breakthrough

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EXECUTIVE GUIDE

FINTECH DISRUPTION

GO-TO-MARKET TOOLKIT

Immediate Strategies for Financial Services Incumbents to Secure Advantage

Download the report for immediate GTM strategies against disruption.

DOWNLOAD THE REPORT

Recent articles in the financial services space

We Can Help Breakthrough

Subscribe to Our Newsletter

Read Our Latest Content

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Who We Serve

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