Transamerica was looking to redefine the way they engaged with their customers. Historically, Transamerica sold its product lines of annuities, life insurance, and retirement solutions exclusively through an independent agency network, but was now seeking to build a new digital direct channel.

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An integrated approach

We were selected to help produce a new consumer-direct channel, protect against disruption, and prepare the entire enterprise for a new future of Transamerica. Deploying our lines of business expertise – audience, business, content, design, marketing, and systems -- we created a multi-line of business governance processes that helped team members design, launch, and measure a marketing program to engage consumers and increase sales of Transamerica’s products.


You have 30 million customers... how are you going to deliver a set of personalized experiences that is going to scale to that level? That's your problem.

“Insuring” success

Over the course of the five-year digital transformation initiative, we were able to transform Transamerica’s digital footprint, foster direct relationships with consumers, and build a solid defense against the dangers of disruption from new FinServ competitors. This new enterprise marketing platform integrated digital governance and redefined Transamerica’s digital customer journey.