Phoenix Response Marketing Introduces Optimizer Overlays for the Financial Industry, a Powerful Tool for Researching Consumer Demands, Behavior, and Preferences

 

Patent-pending modeling process identifies investable assets outside your portfolio

 

Boston, MA – August 30, 2007 – Phoenix Response Marketing, a Phoenix Marketing International practice, today introduced Optimizer Overlays, its newest research offering that transforms macro-level data into individual customer-level information. Optimizer Overlays uses the power of ListOp, a proprietary, patent-pending applied modeling process, to fuse Phoenix market research with marketplace and individual customer data. 

 

The company’s first Optimizer Overlays focus on consumer demands, behavior, and preferences in the affluent financial market. The proprietary syndicated data for Affluent Optimizers comes from Phoenix’s industry-standard Affluent Market Survey (www.phoenixmi.com/financial/ams.phtml). AMS provides a summary of affluent and high net worth household investments as well as financial and affluent lifestyle behaviors and attitudes.

 

“Phoenix Optimizer Overlays supplies understanding and exploits untapped needs and demands at the individual customer level,” stated John Schiela, President of Phoenix Response Marketing. “For example, most of the over 21 million U.S. households that have investable assets over $250K have only 66% of their assets invested with one firm.  Now with ListOp, our clients can find out what share of the assets the household does not hold with them, and where to focus marketing dollars to win these assets.”

 

“Understanding individuals is key to selling to them. The affluent household is not what many people picture,” commented Schiela. “Over three quarters of these households hold honesty as the most important personal attribute. That is followed closely by choosing one’s own goals, discipline, and spirituality. Only 28% are willing to pay top dollar for the highest quality product. Our Optimizers allow our clients to segment and appropriately target these individuals.”

 

More information about Financial Optimizer Overlays and the access to greater details on this Overlay is available at: www.phoenixmi.com/overlaysfactsheet.

 

About Phoenix Response Marketing Practice

The Phoenix Response Marketing Practice specializes in transforming Market Research Insights into actionable, tactical solutions. Our patent-pending ListOp modeling and scoring process fuses research, marketplace, and customer insights into models and scored list. Phoenix’s Response Marketing’s in-depth expertise in research, industry segments, database marketing, and applied modeling allows us to provide our clients with the edge needed to win in the marketplace. Historically ListOp has proven to increase campaign effectiveness by over 50%.

 

About Phoenix Marketing International

Founded in 1999, Phoenix Marketing International is one of the fastest growing marketing services firms in the United States and partner to many of the largest companies in the financial services, consumer package goods, automotive, healthcare, and travel and leisure industries worldwide. Phoenix also offers advanced advertising and brand measurement along with direct marketing expertise. Phoenix has offices across the United States.


Phoenix Marketing Contact:

John Schiela

President

Phoenix Response Marketing

215-230-7878

John.Schiela@Phoenixmi.com

 

Press Contact:

Ray Graber, Graber Associates LLC

781-221-0018

Ray@GraberAssociates.net