Case Study: Financial Services B2B – Strategic Marketing Plan

Project: Strategic Marketing Plan – Financial Services

Market Sector: Public and Corporate

Market Channel: B2B (Business to Business)

Background: The company CEO had a vision to grow the business from £22m to £33m in 3 years. We were asked to assist the senior management in developing a strategic marketing plan that would be credible. This plan would be presented to the board for approval in a very short time scale – 4 days to be exact!

Outcome: Working with the senior management team, we arranged a workshop to pool ideas and information. JT Marketing Services reviewed and amended the client’s marketing strategy after identifying their critical factors for success. We also made recommendations on allocation of marketing, financial and human resources. This was in line with their growth targets and included in an outline annual marketing plan with a full budget. Our 3 year growth plan was duly supplied on time and was duly adopted by the board of Directors. The company has achieved its targets.