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
Is your customer mix
optimized for growth?
Our Customer Mix Health Check evaluates how your current mix of customers stacks up against the market, uncovering whether your brand has captured more or fewer of the highest value customers.
By running our gamified Power Persona Quiz at different points in your customer acquisition funnel and matching the responses with 5 anonymized transactional data points, we’ll benchmark your performance against the averages of your competitors.
Find out if your brand is winning more or fewer of the highest-value customers. Get a free custom analysis of your customer portfolio with current market data-based comparisons.
Fast track your growth
in 60 days
Accelerate Growth by Activating Your Brand’s Power Personas™ in 60 Days
Based on what we learn in the Health Check, we help you attack areas of under-performance with a structured, hands-on approach:
- Heatmap Analysis → Reveals where to focus for maximum impact.
- Test & Optimize → Launch targeted programs and experiences and measure results.
- Deploy AI-Driven Personalization → Automate and scale proven programs.
At the end of the 60 days, you’ll have a deep understanding of who your highest value customers are, and an AI Agent trained on the results of your marketing programs so your team can take the program in-house or continue to partner with us for ongoing impact.
Our AI Agent:
Continuously Learning,
Always Optimizing
The Rosemark AI Agent is an adaptive intelligence system designed to refine, predict, and act—continuously evolving your marketing programs to attract and expand your brand’s relationship with the highest-value customers. It integrates CRM data, transactions, surveys, and external market trends, using AI and NLP to extract insights, identify gaps, and enhance its belief-behavior model in real-time.
Through causal analysis and scenario modeling, our AI Agent anticipates how economic shifts, competitive actions, and sentiment changes impact customer decisions—automatically adjusting messaging, refining targeting, and recommending strategic shifts to deepen relationships and maximize lifetime value.
Seamlessly integrating with MarTech and AdTech platforms, the Rosemark AI Agent keeps your strategy ahead of the curve—always learning, always optimizing.
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.