A well-known financial services company sought to better understand the increasingly crowded online shopping and platform landscape to drive business strategy around product offerings, placement, competitive position, and usership.

CMB designed a study that focused on not just the online shopping and platform environment, but also took user behaviors, payment methods, and future intent into consideration.

This robust study also included a trade-off exercise to uncover the tech, tools, and features that could drive brand usage and loyalty.

Our team provided cluster analyses to understand how user behaviors naturally grouped together, recommendations for tool design and features aimed at driving engagement with the client brand, and competitive analysis to help guide value prop and positioning for communications.