Digital transformation case study

A new standard for surfacing insights

A PwC Product


Getting to know future customers for a brand new bank


Client – A global Bank
Our Role – With Insights Platform, we were able to apply analytically-driven research methodologies to identify priority segments and develop targeted marketing strategies to grow a retail banking portfolio.
Industry – Banking and capital markets
Services – Digital



A global Bank with some U.S. brand recognition wanted to stand up a new digital bank from scratch. With aggressive growth targets, the Bank needed to prioritize segments for targeted marketing efforts and identify cross-sell opportunities in their current customer base.

“We knew we needed a deeper understanding of the customer base before going all in.”

Chief Marketing Officer, Fortune 1000 Financial Company


We leveraged the best of Insights Platform to identify a target population of “digitally addressable” segments representing 80 MM U.S. households. Using proprietary attributes to understand product propensity, financial needs, and relationships with financial institutions, we prioritized 3 potential target segments representing 39 MM U.S. households. We profiled segments to understand the client’s product-level share of wallet, total opportunity, acquisition path of these customers, and other behavioral attributes, using a blend of client, proprietary, and 3rd party data.

“With Insights Platform (CIP) we were able to go beyond delivering insights, and enable the client what actions to take on those insights.”

Partner, PwC

“We found a clear path forward and did it in record time.”

Chief Operations Officer, Fortune 1000 Financial company



“$141B in deposits and lending growth opportunities connected to our prioritized shortlist of direct bank addressable segments”

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Neil Dhar

Neil Dhar

Vice Chair - Chief Clients Officer, PwC US