Portfolio Strategy

Our portfolio strategy products help you understand your customers’ experience with your programs as well as how they impact revenue to lead to more effective portfolio strategy and marketing

Program Preferences and Unmet Needs Indicates customers’ program preferences, their unmet needs, and opportunities for new program development.
Marketing Budget Optimization Determines the best way to allocate the marketing budget across your portfolio of programs. It balances customer needs with your business objectives to maximize your outcomes.
Program Satisfaction Tracks program satisfaction, the drivers of satisfaction, and identifies where you are doing well and where there is room for improvement.
Portfolio Marketing Database Provides a unique view of your program portfolio to help you understand how existing and prospective programs fit within your customer market.


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