Distribution intelligence
Ongoing research and analysis for financial institutions evaluating embedded insurance as a revenue and client retention strategy.
The hidden cost of complexity: why financial institutions are leaving revenue on the table
August 2026Executives know the demand is real. What rarely gets named is what hesitation costs: foregone revenue, client attrition, and ground ceded to institutions that already partnered.
Read the insightSolving the stickiness problem: how financial institutions are building client relationships that last
September 2026The barriers that kept clients in place are mostly gone. The institutions holding relationships serve more of their clients' financial lives — a product-level solution.
Read the insightThe AUM retention problem: why financial institutions lose assets at retirement — and how to fix it
August 2026Retirement is the single highest-risk moment for AUM attrition. Closing the gap takes a branded retirement income answer, not a multi-year build.
Read the insightCompeting with bigger banks: how community financial institutions are winning on products, not price
August 2026The rate war is already over. Community institutions gaining ground are pairing the trust they earned with the product breadth national banks have had for years.
Read the insightYour clients are asking about retirement income. Here’s how to answer.
September 2026Clients asking about guaranteed income are asking for certainty. The institutions that can answer keep the relationship at exactly the moment it matters most.
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