Simone Group
Build loyalty and market share.

Build loyalty and market share.

Engage your customers as ‘total consumers’...not just the buyers of financial services.

Build Cross-Sell Pipelines

Cross-selling is an efficient way to increase sales – by offering needed additional services at the right time, to the right people. Buried within every insurer’s customer base is substantial growth potential, hidden in the...
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Build Member Engagement

With the objective to increase deposits, transactions, loan requests, credit card usage, and referrals, we help build Member engagement. By considering your Members as ‘total consumers’ – not just the consumers of your financial services,...
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About Us

Founded in 2010, we service clients in Canada and the northern US from our offices in Toronto, Niagara, and Edmonton. We’ve worked with FI’s, insurers, and member service organizations on projects ranging from card marketing,...
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Defining an On-Ramp to Engagement

Single product financial service providers can build an effective on-ramp to engagement, to both communicate and qualify new prospects.
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Taking a Proactive Stance on Incident Reporting

The goal of every OHS committee is to reduce accidents.  This of course aligns with typical corporate objectives of cost reduction, productivity maximization, and attracting...
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Augmenting digital strategy with account-based marketing

A fundamental objective of both social and search marketing is the capture of data from self-qualifying prospects. Social and display advertising are both anchored by...
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‘A guy wants to buy car insurance…’

...he's not quite sure how, so he contacts three brokers: Broker 1: 'we work for you, and get the best price available from the major...
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Going beyond direct mail to build cross-sell pipelines

Direct mail is a traditional method of engaging and informing customers about other product offerings that may be of interest. The advantages are significant: Response...
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Estimating cross-sell potential for insurers

Use this interactive worksheet to get a sense of the potential available with the implementation of a cross-sell program:
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Are you getting your fair market share?

Do you know your market share? how about your market share by product line, by locality or neighbourhood? The power in knowing - even estimating...
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How brokers can augment service to build loyalty

The 'augmented product' became a valuable addition to the marketer's toolbox back in the 80's, and stands the test of time. In a largely service-oriented...
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An ecosystem of services

Bain and Company, in a 2018 report, summarized their survey of 174,000 retail policy holders. One of the highlights of the report was that insurers...
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Tied selling vs service augmentation

Tied selling or service augmentation? They are two different things. Tied selling disempowers customers by removing choice and control.  It isn't allowed in most jurisdictions...
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How to tell if your brand resonates in the market

We all want our brands to resonate with our markets - but how will we know if they do, and what can we do about...
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