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Insignia Financial. Member-Led Growth and Innovation Strategy

Amanda Quested
1 min read

The challenge

Establishing a clearer path to growth.

The retirement category was changing, creating new opportunities and new expectations.

While Insignia had a strong innovation pipeline, leadership recognised the need for a more focused growth agenda – one shaped by the evolving needs of members rather than the momentum of individual initiatives.

The breakthrough

Seeing growth through the member journey

Members don’t live in products. They move through journeys. By mapping the end-to-end member journey, a different picture emerged.

We uncovered innovation opportunities beyond traditional product boundaries and identified the experiences that matter most to members in critical life moments.

The idea

Converting strategy into innovation investments

The member journey became the foundation for a new organisational-wide strategy and prioritisation framework.

Future-state concepts helped translate strategy into tangible opportunities, giving Insignia greater confidence about where to focus resources and how to unlock value through the experiences that matter most to members.

The impact

Creating a member-led growth model

The work established a shared strategic lens across member experience, innovation and commercial decision-making.

In doing so, it helped reframe Insignia’s vision for 2030 around the lifetime needs of members, opening up new growth horizons across the retirement journey and redefining the organisation’s role in shaping members’ financial futures.

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Amanda Quested

→ Amanda is a marketing and communications leader who knows how to make brands move. With experience across the UK and Australia spanning financial services, technology, retail, QSR, telco, automotive, NFP and FMCG, she works at the intersection of creativity, data and technology to turn complex challenges into sharp strategy and real commercial momentum. Her work has been recognised at Cannes Lions, D&AD and the Effies, including a Global Effie, for ideas that cut through culture and deliver results.

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