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Executive Summary

Touchstone Investments, a member of Western & Southern Financial Group, offers a range of financial products and services, including life insurance, annuities, and investment options like mutual funds and ETFs. They specialize in providing personalized financial guidance, with a focus on retirement planning and small business solutions. Touchstone emphasizes educational resources and strong customer support to empower individuals in making informed financial decisions.

Industries

Financial ServicesInvestment ManagementRetirement Planning

Major Markets

United States flagUnited States
Canada flagCanada
United Kingdom flagUnited Kingdom

Touchstone Investments Top Products

Brand Positioning

Customer Sentiments

Touchstone Investments Key Value Propositions

Retirement Planning
Personalized Financial Guidance
Investment Solutions
Small Business Solutions

Touchstone Investments SWOT Analysis

Strengths

Personalized financial guidance and support.

Strong focus on retirement planning and small business solutions.

Emphasis on financial education and client empowerment.

Weaknesses

Potential lack of brand recognition compared to industry giants.

Dependence on the performance of financial markets.

Limited information on digital and technological capabilities.

Opportunities

Expand digital offerings and online presence to attract younger demographics.

Develop more targeted marketing campaigns for specific niches.

Leverage partnerships to expand product offerings and distribution channels.

Threats

Intense competition from established players in the financial services industry.

Economic downturns and market volatility can impact investment performance.

Changing regulatory landscape and compliance requirements.

Touchstone Investments operates in the financial services industry. Their offerings place them within the domains of investment management, retirement planning, and insurance. They provide a variety of products and services including mutual funds, ETFs, life insurance, annuities, and small business retirement plans.

Market Growth Stage

Low
Medium
High

Pace of Market Growth

Accelerating
Deaccelerating

Touchstone Investments Target Audience

View Details

Geographic Insights

Touchstone Investments' primary market is the United States, with a significant majority of users, followed by Canada and the United Kingdom.

Top Countries

United States flag

United States

90% market share

Canada flag

Canada

3% market share

United Kingdom flag

United Kingdom

2% market share

Germany flag

Germany

1.5% market share

Australia flag

Australia

1% market share

Touchstone Investments Audience Segments

Touchstone Investments targets individuals seeking financial guidance and investment solutions, including retirement planning, life insurance, and wealth management. They specifically cater to small businesses with tailored retirement plan options and affluent individuals seeking advanced financial planning. Their target audience also includes financial professionals seeking partnerships and support in serving their clients.

Social Media Usage Across Segments

Data shown in percentage (%) of usage across platforms

Recommended Marketing Strategiesfor Touchstone Investments

Content Marketing and Digital Lead Generation

Create valuable content focusing on retirement planning and wealth management topics to attract potential clients. Utilize SEO and digital marketing to drive traffic to their website and generate leads, building brand awareness and attracting qualified prospects.

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Partner with Financial Professionals and Referral Programs

Develop strategic partnerships with financial advisors, insurance brokers, and other relevant professionals. Implement referral programs to incentivize these partners to recommend Touchstone Investments to their clients, expanding their reach and customer base.

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Leverage Technology and Personalized Experiences

Invest in technology solutions to enhance customer engagement and provide personalized financial guidance. Implement tools for automated portfolio management, digital financial planning, and interactive educational resources, offering a seamless and tailored client experience.

Learn more

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