Marketing and Products
Marketing and Products
Excellence guides its customers towards innovation and positioning themselves always one step ahead of their competitors.
We have developed distinctive skills in defining and implementing structured processes and methods in the most critical areas of insurance and banking marketing and sales:
- Customer segmentation
- Development and review of the product range
- Redefining the pricing system
- Review of the multi-channel distribution system
- Implementation of sales stimulation programs
Our insights
23 September 2026
Private Markets: positioning and outlook for supporting the Country
by Antonello Di Mascio (Chief Research Officer, Gruppo Excellence) and Alessandro Mattioli (Manager, Gruppo Excellence)Building a long-term investment portfolio today requires a more sophisticated app…
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20 April 2026
Longevity: how advisory is changing across clients, products and distribution
Interview by Alessandro Cicognani with Maurizio Primanni for the April 2026 edition of The Signal magazineThe demographic phenomenon of longevity is changing financial advisory. In Italy, people over …
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16 April 2026
The channel that guides the life market and the new challenges of distribution
Maurizio Primanni, CEO of Gruppo Excellence, e Bojan Petrovic, Senior Manager at Excellence Consulting, for Insurance Review2025 closed at a record level and, after two difficult years, the sector ret…
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