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Discovery: A Fresh Approach to Building
Relationships with Wealthy Boomers
By Al Chardonnay, Senior Vice President of Global Strategy and Innovation, SET Private Banking and Trust
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How to fill out discovery a fresh approach
01
Start by researching and understanding the target audience and their needs.
02
Identify the main goals and objectives that the discovery process should achieve.
03
Create a cross-functional discovery team with representatives from different departments or areas of expertise.
04
Define a clear scope for the discovery process, outlining what areas or aspects it should cover.
05
Utilize various research methods such as interviews, surveys, and market analysis to gather relevant data.
06
Analyze and synthesize the collected data to identify patterns, trends, and insights.
07
Brainstorm and ideate potential fresh approaches based on the findings from the data analysis.
08
Evaluate and prioritize the different fresh approaches, considering feasibility, impact, and alignment with goals.
09
Develop prototypes or mock-ups to visualize and test the selected fresh approach.
10
Collect feedback from stakeholders and iterate on the fresh approach based on the insights gained.
11
Document the final fresh approach along with the rationale behind its selection.
12
Communicate and present the fresh approach to key stakeholders for their buy-in and support.
Who needs discovery a fresh approach?
01
Companies or organizations looking to revitalize their existing products or services.
02
Startups or entrepreneurs aiming to disrupt an industry with a unique and innovative approach.
03
Marketing teams seeking to differentiate their brand and attract new customers.
04
Designers and creative professionals searching for novel ways to solve problems.
05
Businesses facing stagnant growth or declining market share, in need of a fresh perspective.
06
Educational institutions exploring new teaching methodologies and approaches.
07
Research and development teams searching for breakthrough innovations.
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