Marketing Matters
Marketing Matters
Services for Retirement Plan Providers

Marketing Matters has extensive experience in the DC space and offers a
broad array of services to help your plans maintain their competitive edge and maximize the opportunities presented by PPA, the retiring baby boomers and the next wave of new participants.

Here's How We Can Help Your Firm...
 
   Competitive Analysis Competitive analysis to identify best-in-class product requirements and emerging product and service models
     
   
   Product Development:
      - Legislative changes                   - Retirement Income
      - Solutions
      - Rollover Retention
Business model and requirements definition for new product or service implementation
 
  • Competitive requirements
  • Product specifications
  • Marketing strategy
  • Operational and technology integration
     
   
   Marketing Communications Project management, plan sponsor and participant communications
 
  • Capabilities brochure
  • Direct mail
  • Newsletter
  • Website content
     
   
   Win-Loss Review Learn from previous experiences to improve new business win rates  
     
   
   RFP Analysis Develop or refresh RFP content to differentiate your product offering from the competition and effectively communicate your product strengths to make the most of every sales opportunity  
     
   
 

As an independent firm, we bring an outside perspective to addressing your firm’s challenges.

   
   
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