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Indentifying & Activating Your Brand’s Most Valuable Customers

95% of purchasing decisions are driven by core consumer beliefs*

Our proprietary Power Persona™ tools uncover the underlying beliefs that drive customers to choose your brand—and transform these insights into deeply personal, high-impact experiences that turn potential into profit.

Find Your Best
Customers With Precision

Want to see how it works? Take one of our category-level Power Quizzes to experience firsthand how we distill millions of belief combinations into 5 questions which reveal how your beliefs define what kind of an consumer you are, while accurately predicting how you will respond to different marketing and experience stimuli.

The Power Of
Belief-Based Insights

Every customer’s decisions are shaped by both rational and emotional drivers. Together, they form the beliefs that shape how consumers engage, purchase, and remain loyal. Rosemark’s Power Persona tool allows marketers to: 

Identify

Identify the customers & prospects best aligned with their brand.

Understand

Understand the set of beliefs that drive consideration, purchase & loyalty.

Personalize

Personalize the journey and communications that engage, drive purchase, loyalty and advocacy

Test & Optimize

Test, track and optimize programs that accelerate profitable growth through personalized  Acquisition, Expansion, Retention/Win-back experiences 

    Rosemark helps growth-minded brands find and activate their most valuable customers—faster.

    1. Diagnose Your Customer Mix

    Are you attracting the right customers—or missing out on growth?

    We start with a fast, data-driven checkup that benchmarks your current customer base against the market. Using our Power Persona™ Quiz and five anonymized behavioral signals, we show whether you’re outperforming—or underperforming—your competitors when it comes to winning high-value customers.

    • Free, personalized snapshot of your customer mix
    • Benchmark performance against real market data
    • Uncover where you’re gaining—and where you’re falling behind

    2. Unlock Growth in Just 60 Days

    Know where the gaps are? Let’s close them—fast.

    Our 60-day sprint delivers a focused action plan to help you attract, convert, and retain more of your most valuable customers. It’s hands-on, agile, and built to deliver impact.

    • Heatmap Analysis → Identify where to double down
    • Test & Optimize → Launch quick-win campaigns with real-time feedback
    • Scale What Works → Roll out proven strategies across teams and channels
    By day 60, you’ll have a clear path to sustainable growth—with tools and insights ready to scale.
    • Actionable results in just 60 days
    • AI Agent trained on what works for your brand
    • Handoff-ready or extendable support

    How we helped
    a wealth management
    brand tripple aum

    How we helped
    a wealth management
    brand triple aum

    When a top financial services company needed to spur growth, we used our Investor Persona model to focus targeting, redesign the customer experience, and ultimately drive growth. 

    Let’s Start A Conversation.

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