Context
A US financial planning and education project serving mass-market and mass-affluent customers.
Objective
Develop the service model and partnerships with corporate, public-sector and educational organisations.
Role
Partner; led development of the service and partner network.
Approach
- Financial planning and budgeting.
- Partnership development in Nevada.
- Educational activities, including collaboration with UNLV.
Outcome
More than 34,000 customers were acquired in the first year; partnerships were developed with corporate, public-sector and educational organisations in Nevada.