How Logica® helped a leading financial services firm design a pricing strategy for its group advice model

At Logica®, we help organizations make confident decisions about pricing by understanding how customers evaluate value and make trade-offs. By combining advanced methodologies with deep financial services expertise, we work with companies to align pricing with customer expectations, optimize product structure and support successful market adoption. Recently, Logica partnered with a leading financial services firm to refine the pricing and design of a new group advice offering.

Case Study: Pricing Research for Financial Services

As investor expectations continue to evolve, financial services firms are under pressure to deliver more accessible and scalable advisory solutions. Pricing plays a critical role in this shift, influencing both perceived value and participation.

A leading financial services firm sought to develop a group advice model that could deliver financial planning and investment guidance at scale. The team needed to determine how to structure the offering, which features to include and how to price the service in a way that aligned with customer expectations while remaining competitive in the market.

The pricing research solution
Logica® designed and executed a discrete choice study to evaluate how investors trade off features, service models and pricing. The research tested combinations of relationship structures, connection methods, planning features and fees to quantify willingness to pay and identify optimal offer configurations.

Realistic trade-offs were incorporated into the design to reflect how investors make decisions in practice. The study also included latent class analysis to uncover distinct segments based on pricing sensitivity, preferences and engagement needs, providing a more detailed understanding of how different audiences evaluate value.

Impact of pricing research
Logica’s research identified pricing structures that aligned with perceived value and clarified how different features contributed to willingness to pay. Insights helped the client refine its group advice model, prioritize features and better understand which segments were most likely to engage.

The results informed key strategic decisions around pricing, packaging and target audiences, supporting the development of a more competitive and scalable offering. The firm was able to move forward with greater confidence in its pricing approach and overall market strategy.

Get in touch with us today to learn how the right pricing research can help position your offering for success.