Posts What transaction trends & growth opportunities is the Food to Go sector experiencing in 2026?

What transaction trends & growth opportunities is the Food to Go sector experiencing in 2026?

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This year’s MCA Food to Go conference unveiled the key growth drivers, future trends and exciting developments shaping the sector. It highlighted everything from innovative technology and formats to trendsetting menus and marketing, ultimately exploring how successful brands are navigating market challenges.

At the conference, I showcased transaction trends and growth opportunities emerging in 2026 based on three months of data from CACI’s Brand Dimensions dataset. By tracking 30+ food to go brands from November 2025 to January 2026, I assessed the trends and opportunities fuelling growth questions this year. 

Here is what the data revealed. 

Food to Go transaction trends & growth opportunities in 2026

Graph showing change in consumer spend across different food industries. 'Cafes and Coffee' and 'Quick Service Restaurants' have seen the highest growth in spend

The findings showed: 

  • +6% YoY revenue growth in the Cafés & Coffee Shop market 
  • A slight decrease in Quick Service Restaurant (QSR) transactions, but a slight increase in Average Transaction Value (ATV)  
  • Transactions and revenue dropping across the wider F&B sector

Which brands are leading industry trends in 2026?

From the 30+ up-and-coming and major players in the food to go sector tracked, I identified the leading brands as those achieving YoY growth above inflation and sorted them by increase in growth percentage. 

Premium healthy lunches: Atis & Farmer J

Consumers continue to prioritise premium healthy lunches this year.  

The leading brands were Atis, growing 140%, and Farmer J, growing ~30%. Atis’ skyrocketing growth is driven by the opening of a third new space in the last year. While substantial and impressive, it is the smallest brand in CACI’s Food to Go tracker, meaning the overall GBP shift in the market is small.  

The largest share of the customer mix for these brands comes from CACI’s Acorn profiles Prosperous Professionals at 15% of spend followed by Up-and-coming Urbanites at 11%. 

For new entrants, the challenge to growth is proving value in each transaction, precise targeting and mission expansion without undermining the brand or cannibalising sales. 

Continued growth in chicken QSR: Popeyes, Wingstop & Slims

Consumers continue to seek indulgence and novelty. In the chicken QSR sector, our findings concluded Popeyes grew ~30%, Wingstop ~20% and Slims ~9% (who were +46% in the first quarter of the year). While this may counter the premium healthy lunch trend, consumers are finding ways to balance health-conscious choices with indulgent ones. 

Caffeine & matcha on the rise: Blank Street & Grind

Both Blank Street and Grind grew over 20%, indicative of the brands’ innovative products, strong social media presence and matcha-led menus. These brands have evidently appealed to younger, experience-driven consumers by creating excitement through their product innovation. 

Established brands are driving growth by harnessing loyalty 

Graph showing year on year spend change for a number of different food brands. The brands with the largest year on year spend change are Atis and Blank Street. The chart shows that while excitement is great for short term percentage growth, loyalty is key for long-term and spend growth,

The biggest takeaway is that while new entrants win on excitement, established brands win on loyalty.  

New brands have brought excitement, and with that, percentage growth, but most saw YoY growth rates slow across the year. Meanwhile, more established brands like Pret a Manger, Costa, Starbucks and McDonald’s saw stronger growth in the latest quarter. When assessing actual pounds versus percentage growth, established brands are back growing and seeing very substantial sales gains. This reiterates the impact of loyalty on long-term growth.  

The formula of the current state of the market then becomes:  

Excitement = short-term percentage growth. Loyalty = long-term monetary growth. 
 
New brands, social media influence and new cuisine are fuelling excitement. Loyalty is driven by familiarity, perceived value, brand resonance and communication. Brands that can achieve a sweet spot between both are poised for sustainable growth. However, our findings suggest tension between excitement and loyalty. This prompts brands to reflect on how to maintain excitement or build customer loyalty.  

Four strategies to drive growth in a tough climate

1) Having the right products in place 

Brands must understand how to appeal to existing customers and excite new ones. Product and menu innovation should be strategically considered to open new missions and tailor to the right locations, dayparts and missions.

2) Getting the right space

While growth can be achieved by acquiring new spaces, established brands are always optimising their spaces to reach the right people, in the right place, at the right time. This is why some brands are shifting to drive-through locations as town centres decline and why many have opted to offer FMCG products in the chilled sections of supermarkets.

3) Appealing to customers through the right message 

Tailored content sent to the right target group at the right time with the right incentive is critical to success. 

4) Delivering with the right service

Profitably staffing each location, determining which locations will best suit trialling self-service kiosks and avoiding alienating or upsetting customers who value your brand’s personal service are critical considerations.

This is often easier in the new entry “excitement” phase, but new and established entrants must constantly evaluate that they have the right mix of these factors to remain relevant in a rapidly changing market. Each of these strategies has a ‘people, place and time’ lever that can be pulled to maximise growth by leveraging customer loyalty.  

How CACI’s Brand Dimensions can help your Food to Go business thrive

With so much complexity in the food to go sector, brands need more than just internal customer data to keep on top of the mix. Supplementary market data through CACI’s Brand Dimensions can help you answer your growth questions, combining the right data with the right tools to project long-term growth through the right mix of products, services, places and messaging. 

Highly detailed, timestamped transaction data is at the heart of Brand Dimensions, indicating anonymised customers and specific outlets to infill any data gaps and gain unique performance and competitor outlet insights.

When combined with anonymised mobile activity data and demographic classifications, it creates a cohesive base to address the people, place and time levers driving growth. This can also be topped off with lifestyle attributes linked to those demographics, competitor location data and competitor sentiment data. 

Through this, businesses can better prepare for the future by understanding consumer behaviour at brand level. 

Although Brand Dimensions is typically tracked on a monthly basis, these findings have been summarised quarterly for this blog.  

If your brand could benefit from these data insights, book a Brand Dimensions demo with us. 

What is subscription fatigue? Causes, impact & how brands can fight it

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What is subscription fatigue?

Subscription fatigue refers to consumers’ deteriorating interest in a subscription or service, resulting in their cancellation. This is often due to feeling overwhelmed by their numerous subscriptions or losing sight of the value each subscription brings. It goes hand-in-hand with churn, where uncertainty, mental exhaustion and subscription overload leads to diminished satisfaction with the subscription experience.  

What is causing subscription fatigue? 

With the ever-increasing number of subscriptions consumers have, decision overload is inevitable. Mounting costs, managing multiple accounts and the pressure to maximise each subscription all contribute to declining satisfaction. When value is unclear, questioning a subscription’s worth surfaces. 
 
Value must therefore be constantly reiterated and subscriptions models must be flexible enough to meet consumers’ unique needs. Signs of fatigue must be identified early on and actions to mitigate fatigue must be taken.  
 
CACI understands the challenge: people want convenience and personalisation, but they also want affordability and control. 

Over-subscription

Subscribing to and managing multiple subscriptions can be mentally draining. The simple fix in consumers’ minds is typically to unsubscribe, even if the service itself is not the problem.

Inability to reinforce value

If consumers feel that they are paying for a service they do not use, the feeling will quickly lead to subscription fatigue. When it comes to subscriptions, low perceived value or service underutilisation are often the driving factors behind cancellations. If value cannot be demonstrated, even your most loyal subscribers may be lost.

Lack of flexibility

When feelings of frustration or overwhelm creep up among the plethora of subscriptions a consumer has, offerings that do not feature flexibility are likely the first to go. Rigid plans will not appeal to already-fatigued consumers. If subscribers feel as though they maintain control over their subscription, they will be easier to retain and keep satisfied. Establishing tiered memberships, flexible pricing, pause options, add-ons or various payment plans can help rectify this.  

How can brands fight subscription fatigue? 

Subscription fatigue may be inevitable within an oversaturated subscription landscape, but understanding the origin of fatigue and the strategies that your organisation can implement to combat this will make a tremendous difference. Leveraging predictive modelling, customer insights and data and segmentation are among the most effective approaches.

Use predictive modelling

AI-driven predictive models forecast customer behaviours and guide the next best actions. Proactive retention and upsell strategies can therefore be developed, resources can be prioritised towards customers with the highest potential and a measurable performance uplift can be seen in metrics like LTV, conversion and engagement. 

Focus on customer insights 

By integrating transactional, behavioural, attitudinal and external data, CACI helps you attain a comprehensive view of your subscribers that will improve your decision-making across acquisition, retention and product development. 

These insights help you:

  • Build strategic confidence by grounding it in real customer behaviour  
  • Identify high value customers 
  • Understand churn drivers 
  • Uncover growth opportunities 
  • Benchmark performance against your competitors 
  • Better understand your position within the market  
  • Spot underperforming segments or categories where competitors are gaining share

Grounding strategic decisions in external evidence also improves internal storytelling and stakeholder alignment. 

Focus on acquisition through segmentation

Poor segmentation drains budget by targeting low-value audiences. Without precise targeting, campaigns miss the mark and media mix decisions lack data-driven optimisation.  

CACI’s bespoke segmentation capabilities give you intuitive, data-rich segments reflective of the diversity of your customer behaviours, values and attitudes. This enables personalised marketing and CRM journeys, enhances media targeting and campaign ROI and bolsters strategic planning by revealing which segments to grow, retain or re-engage across three core areas: 

  • Data: Curated, high-quality foundational data with diverse input lenses and no personally identifiable information (PII).  
  • Segment simulation and validation: Segment-level data layer, validation to assess predictive accuracy with guardrails in place and performance audited.  
  • Persona enhancement: Defined by segment characteristics and enriched with psychological and behavioural traits, every step is tested by experts to ensure it is structured, auditable and iterative.

Through this tailored approach, CACI equips you with segmentation that reflects your customers, leading to better decision-making, campaigns and long-term growth.

How CACI can help you overcome subscription fatigue

CACI helps subscription brands unlock growth by transforming fragmented customer data into actionable insight. Through advanced data science and AI-powered decisioning, we support acquisition, retention and personalisation at scale. 
 
We can help you:

  • Build deeper customer understanding and target the right audiences 
  • Forecast behaviour, improve retention and justify investment 
  • Turn insights into action across media and CRM 
  • Simplify data and bridge capability gaps

To find out more about how your organisation can successfully overcome subscription fatigue, get in touch with us.

Why do subscription customers churn? A data-led guide to churn reduction strategies

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What is subscription churn?

Subscription churn refers to the number of subscribers or customers that stop their subscription with your organisation within a specific period, measured against the overall customer base. Churn can be interpreted in several ways and organisations may have their own method of calculating churn depending on what suits them. However, the principle remains the same: churn shows how effectively you retain customers. 

A high churn rate means that customer retention may present difficulties, whereas a low churn rate is indicative of successful retention. 

Why is churn important in the subscription sector?

Subscriptions have embedded themselves into consumer behaviour, with 4 in 5 UK adults now signed up for at least one subscription service and nearly one-third subscribed to a subscription box delivery service. While this shows how appealing the convenience of subscriptions is, cost is a key barrier. As the cost of living rises, subscriptions are often the first thing customers look to cancel. 

In the subscription sector, churn directly affects revenue predictability, customer acquisition, lifetime value (LTV), growth and brand reputation. Even small churn rises can lead to longer-term financial instability. Understanding churn is therefore essential to uphold customer and subscriber satisfaction and retention. 

Types of customer churn

To mitigate churn, organisations must distinguish between its two types: voluntary and involuntary. Each provides a unique lens on customer behaviour and organisational performance, also requiring their own prevention and combative methods. 

Voluntary churn

Voluntary churn is when customers choose to end their relationship with a service or product. These are instances when they no longer recognise a service’s value, have opted for a competitor’s service, can no longer afford the service or other considerations.

Involuntary churn

Involuntary churn happens when customers unintentionally end their subscription with a service due to reasons beyond their control. Financial pressures are one of the most substantial driving forces behind churn, especially for discretionary spend on products that are optional rather than essential. 

Average churn rates for subscription sector

Customer churn can be expected to an extent but determining the amount of churn that your organisation can withstand and the maximum length of time in which losses can be made up will be critical for long-term growth. 
 
Churn rates also vary by customer segments. Through Acorn, our geodemographic segmentation, we found that younger Acorn groups like Tenant Living might avoid long-term subscriptions as cost is a hugely influential factor in their circumstances. Customers within Acorn’s Commuter Belt Wealth group might enjoy the convenience of subscriptions, but busy and irregular schedules can complicate commitment. We also found that subscription drop-off after discount periods is common across different segments. 
 
By recognising these behavioural differences, your subscriber retention strategies can be more effective.

Subscription churn reduction

To counter the effects of churn, organisations may turn to offering incentives that attract price-sensitive customers who churn post-offer. While this may remedy the situation to an extent, the following approaches will bolster your understanding and reduction of churn by combining proactive and reactive strategies with data. 

Bespoke segmentation

Poor segmentation leads to wasted budget on low-value audiences. Campaigns miss the mark without precise targeting and media mix decisions lack data-driven optimisation. 

CACI’s bespoke segmentation capabilities enable you to create intuitive, data-rich segments reflective of the diversity of your customer behaviours, values and attitudes. This powers personalised marketing and CRM journeys, improves media targeting and campaign ROI and supports strategic planning by revealing which segments to grow, retain or re-engage in three capacities:

  • Data: Curated, high-quality foundational data with diverse input lenses and no personally identifiable information (PII). 
  • Segment simulation and validation: Segment-level data layer, validation to assess predictive accuracy with guardrails in place and performance audited. 
  • Persona enhancement: Defined by segment characteristics and enriched with psychological and behavioural traits, every step is tested by experts to ensure it is structured, auditable and iterative.

Predictive modelling

Through predictive modelling, AI-driven models forecast customer behaviours and guide the next best actions. This enables proactive retention and upsell strategies, prioritises resources towards customers with the highest potential and drives measurable performance uplift in metrics like LTV, conversion and engagement. 

Customer insights

CACI’s data offers a holistic view of customers that helps organisations better understand churn drivers. Customer insights are divided among: 

Core demographics

  • Affluence 
  • Disposable income 
  • Age band 
  • House size 
  • Occupation 
  • Number of children

Key behaviours

  •  Price sensitivity 
  • Loyalty 
  • Motivated by premium/value 
  • Convenience 
  • Environmental attitudes

Digital behaviours

  • Posts/reads ratings & reviews 
  • Social networks 
  • Influencers 
  • Newspaper & magazines read

Brand engagement

  • Websites visited 
  • Loyalty cards 
  • TV channels 
  • Newspapers 
  • Streaming sites 
  • Magazines

An understanding of customers’ lifestyles is enriched through additional layers of their interests and hobbies, lifestyle attitudes and shopping behaviours. For subscription brands, this reveals not just who your customers are, but why they subscribe. Our insights showed that customers tend to be mindful of ethical and environmental issues and are concerned about their online security. They also tend to focus on provenance when it comes to shopping, considering where products are made/grown, the value they place on quality goods and those that make life easier. These motivations influence a subscription’s perceived value, a customer’s loyalty to a subscription and brand and what may sway their thought process in terms of staying or cancelling. 
 
Through this holistic view, you can also benchmark your organisation’s performance against competitors to gain a clear view of market position and competitive dynamics. This helps you understand where you stand in the market, who you are winning with, where you are losing and why. It identifies underperforming segments or categories where competitors are gaining share, enabling focused interventions. It also supports internal storytelling and stakeholder alignment by backing up strategic decisions with external evidence.

How CACI can help you navigate churn reduction

CACI helps retail subscription brands unlock growth by transforming fragmented customer data into actionable insight – driving acquisition, retention and personalisation at scale through advanced data science and AI-powered decisioning. 
 
We can support you in:

  • Building deeper customer understanding and targeting the right audiences 
  • Forecasting behaviour, improving retention and justifying investment 
  • Turning insights into action across media and CRM 
  • Simplifying data and bridging capability gaps

To find out more about how your organisation can successfully navigate churn reduction and strengthen customer loyalty, get in touch with us

Case study

How Hertfordshire County Council uses CACI’s Acorn to house displaced Ukrainians

Hertfordshire County Council

Summary

Hertfordshire County Council serves a population of 1.2 million residents and offers a range of services including Adult Care Services, Children’s Services and Public Health Initiatives. The council is responsible for administering the Homes for Ukraine scheme across the county, via a dedicated team working with partners to manage the scheme’s requirements of Ukrainians fleeing conflict. These requirements focus on the safety, suitability and support for those arriving to hosted accommodation in Hertfordshire. The team also provide a service to support guests moving on from a host, including rematching Ukrainian guests with new hosts if their existing arrangement can no longer continue.

Company size

10,000+

Industry

Non-Profit

Products used

Challenge

Rematching Ukrainian guests with new hosts is a substantial part of the council’s Ukraine Sunflower Campaign, as it is aimed at encouraging more rematch hosts to come forward while retaining those already in place. Due to the conflict  continuing, some hosts are unable to house guests longer term. It is also preferable for guests to remain hosted within their original vicinity, district or area, both from a cost perspective to the council and for guests’ wellbeing, as they may have formed relationships and begun settling in.

With a key message being “you only need a spare room”, the council operated under the assumption that the ability to host and likelihood of having a spare room fundamentally came down to affluence. This prompted conversations around the impact that more targeted efforts could have on campaign outcomes rather than operating on a scattered approach and the powerful role that data could play.

Solution

The council decided to concentrate an early phase of their rematch campaign in St Albans, a district within Hertfordshire. Through a blended data approach that leveraged segmentation insights from CACI’s Acorn data, persona profiles from Acorn’s Pen Portraits and HCC records, the council was able to pinpoint St Albans as the area with the highest concentration of likely hosts with the help of Laurel Smithson, Strategic Communications Manager. These typically comprise households with adult children who had moved out or were living in larger properties with spare rooms available, making them an ideal demographic for hosting.

Brianna Schubert-Mordey, Intelligence Analyst and Geodemographic Lead at Hertfordshire County Council, initiated an integrated data strategy by merging Acorn’s demographic data with Hertfordshire-specific datasets. This enabled the creation of a customised segmentation model and development of seven unique personas tailored to reflect the characteristics of the Hertfordshire population. An algorithm, K-modes, was used to analyse data for each postcode and determine the optimal number of clusters, allocating each postcode to one of seven defined clusters. This would eliminate human bias when identifying similar types of residents, with each cluster becoming a persona.

The composition of each segmentation and each of the seven personas was then assessed using the data available. This enabled naming conventions for each persona that represented respective key factors. These 7 Personas are as follows — Young and Financially stretched, Stretched Families, Comfortable Neighbourhoods, Affluent Families, Financially Secure Maturity, Highly Affluent Maturity and Struggling Elders, and have been created to reflect Hertfordshire’s local population.  CACI Data has been used along with proprietary data the council reported on about council tax bands, dwelling values based on sold house prices and the likelihood of individuals calling into their call centre compared to other households within Hertfordshire.

Following this, Laurel approached Brianna and the HCC Homes for Ukraine team regarding the Homes for Ukraine project. Their goal was to identify target households that could potentially host a family based on these seven personas. Brianna’s team sent Laurel a list of postcodes to be aligned to these specific segments to assess the affluence, financial maturity and security of various areas across Hertfordshire, with a particular focus on identifying comfortable neighbourhoods and affluent households to gauge the affluence maturity and financially security of various areas in Hertfordshire, as well as postcodes containing comfortable neighbourhoods and affluent families.

St Albans and its vicinity was ultimately targeted with Royal Mail leaflet drops and digital advertising, with trackable links set up for each form of communication. The leaflets were most one of the most successful in leading people to the council’s rematch website.

Due to the success of the St Albans pilot, the council was inspired to execute this rematch campaign once again in East Hertfordshire, another higher affluence area where the target demographic of potential hosts for displaced Ukrainians is situated. Due to feedback received on the reliance of Royal Mail delivery, including some households within the targeted postcode being considered inappropriate (such as care homes), this phase of the campaign took an even more targeted approach. Colleagues from the Homes for Ukraine team undertook the hand delivery of leaflets, allowing for higher reliance and feedback on the ground. This initiative has seen a higher uptake than the St. Albans targeting.

Results

Through Household Acorn and Acorn, Hertfordshire County Council have been able to:

  • Help Adult Care services identify where to target leafleting and outreach work
  • Allow the Customer Service Centre to identify the Acorn segmentations that are over/underrepresented in terms of calls
  • Highlight the areas most likely to be able to host Ukrainian families
  • Understand the types of residents in an area
  • Profile current foster carers and patrol crossing staff and use this information to communicate with potential new carers/staff.

This initiative has brought many more rematch hosts forward and has even inspired council staff to become hosts. In fact, the Ukraine Sunflower Campaign won a comms2point0 award in December 2024 for being “…a campaign that used insight, data and measurement to deliver high impact and change people’s lives.” A comms2point0 ‘UnAward’ honours “creativity, innovation and results in the comms industry”.

With devolution, local government will be changing in the coming years, and Acorn could be used to help Hertfordshire County Council understand the needs of residents throughout this change. Using CACI’s data to map and pinpoint hard-to-reach individuals facing health inequalities would also support the council’s future endeavours.

How effective data foundations and consumer insights drive campaign performance in DTC healthcare and e-commerce

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A competitive, complex consumer landscape

Competition has never been more intense in the dynamic and growing consumer health and wellbeing sector. 2025 has seen new market entrants like hair loss treatment company Hair + Me, any number of weight loss services like Juniper and SheMed high on social media feeds and supermarket Morrisons in partnership with Phlo moving into the on-demand online healthcare space alongside existing high street giants Boots, Superdrug and Asda.

This new and intense competition also comes with a new reality: increasingly fragmented consumer behaviour that upends traditional marketing assumptions.

Younger age cohorts drive healthcare growth

Our Voice of the Nation (VOTN) survey examining consumer sentiment finds Gen Z and Millennials in the driving seat of the elective healthcare market. Weight-loss treatments like Mounjaro and Ozempic are expected to surge by 40% in 2025 due to these younger age cohorts.

Notably, Gen Z shows equal interest across genders, unlike older age groups where women dominate. Cosmetic treatments are also gaining traction, with well over 10% of Gen Z and female Millennials planning to pay for them, compared to less than 3% among Gen X and Baby Boomers.

While aesthetics is clearly playing a role, other deeper consumer motivations are also emerging.  Notably, survey respondents who consider health a top national issue are significantly more likely to self-fund treatments. Among Gen Z males in this group, 16.2% plan to pay for weight-loss treatments in 2025 — well above the average of 4.9%. And just as importantly, the VOTN data somewhat counterintuitively shows that demand for elective healthcare products and services in general spans both affluent and less affluent groups.

Age-related wellness and health products drive innovation

In short, our VOTN data reveals a complex blend of beauty, wellness, and proactive health management, with younger generations investing in elective healthcare to enhance both how they feel and how they look.

This trend is reflected in the innovation and increasingly digital activation seen in the fertility and female health space relevant to these age cohorts. Period care pioneer Daye is launching a new at-home hormone testing service for a host of biomarkers like reproductive hormones, thyroid function and Vitamin D. Male fertility company, testhim, which provides consultations, testicular scans, sperm DNA and other diagnostic testing, is also launching specialist fertility supplement testhim M+and a groundbreaking online monthly support group.

Complex, demanding consumers require sophisticated, multi-layered segmentation

So, with Gen Z and Millennials increasingly self-funding weight loss, cosmetic treatments and holistic wellness products and services of all kinds, DTC and e-commerce healthcare brands must truly rethink how they engage with this increasingly data-savvy, image-conscious audience. Informing integrated campaigns that blend social commerce, influencer marketing, paid advertising, organic and direct marketing content. Our VOTN survey also found that nearly two-thirds of Gen Z consumers (63%) have purchased goods and services via a social media platform like TikTok Shop and Instagram, making this a crucial channel for healthcare businesses to understand and potentially utilise.

But to do that effectively in practice, DTC and e-commerce healthcare brands need more than just surface-level insights. They need robust, layered data foundations that help them target the right consumer with the right kind of message at the right time in the right place. Even with first-party consumer data, it’s a significant challenge. Without it, reaching existing or identifying potential customers is almost impossible for brands.

You can see an example of this in our VOTN survey, which showed that for weight loss treatments, there appears to be greater levels of demand both at the more affluent end of our Acorn segmentation spectrum *and* at the least affluent end, potentially for differing reasons.

This requires integrating geodemographic, behavioural, lifestyle, and attitudinal data to move beyond ‘off-the-shelf’ consumer segments and into understanding consumers in a deep way that understands the likelihood of them engaging with specific healthcare products and services and why – enabling brands to drive efficient spend on the right customers – and remove disinterested or low-value ones – in a market with such broad appeal

It’s also only by taking this multi-layered data approach healthcare brands can build strategic data-driven campaigns that resonate on a genuinely personal level in the manner desired by younger generations. Critically, delivering on the perennial, somewhat paradoxical Gen Z demands for high levels of privacy, but also similarly high levels of personalised products and brand messaging.

Turn insights into activation for D2C and e-commerce health campaign success

But as we know, data, in isolation, holds limited value. Its real power is unleashed through activation – the transformation of insight into strategy. And in a world where consumer expectations are rising and attention spans are shrinking, the ability to deliver timely, relevant, and meaningful engagement is an outright competitive advantage. And it can only be achieved through a deep, data-driven understanding of people.

For D2C and e-commerce health brands, this understanding and successful activation requires them to:

  • Identify high-value customer segments for targeted acquisition and retention
  • Predict churn and retention patterns within subscription-based models
  • Inform campaign messaging with real-world consumer behaviours and motivations
  • Develop nuanced personas reflecting not just demographics, but attitudes, values, and lifestyle choices
  • Personalise content across relevant digital channels, from email to in-app experiences
  • Build lookalike audiences for acquisition campaigns on platforms like Meta and Google
  • Optimise digital spend by measuring performance and refining segmentation over time

This is where the transformation power of comprehensive datasets, such as CACI’s Ocean database, which offers over 700 variables at an individual and household level, comes in. Ocean includes everything from financial situation, media consumption and digital behaviours to lifestyle preferences like veganism and exercise to whether consumers have a smart watch or fitness band.

When combined with geodemographic tools like Acorn – segmenting over 1.6 million UK postcodes using more than 800 variables – and supported by bespoke data analysis, brands can unlock a truly multidimensional view of their audiences wherever they are.

This approach allows brands to move beyond generic targeting and into a space where campaigns are not only more relevant but also more respectful of consumer expectations – a win-win for younger cohorts who dislike intrusive and irrelevant brand messaging but demand personalisation nonetheless!

Data insight for a dynamic healthcare future

As healthcare consumers’ expectations evolve and the consumer health and wellbeing market with it, so must the strategies brands use to engage them. Success for D2C and e-commerce healthcare brands doesn’t just hinge on understanding who consumers are today — it’s about being able to anticipate who they’re becoming even as new healthcare technologies, products and devices become available. By being able to able to identify and engage high-lifetime value customers as early as possible, brands also have a greater chance to capture markets as they evolve.

The effectiveness of multi-layered segmentation in improving marketing precision now – and as AI becomes more integrated – is well established. CACI’s ability to deliver on this today with our consumer data and bespoke strategic segmentation capabilities ensures brands are future-ready

Data isn’t just a tool – it’s a strategic asset. Brands that invest in sophisticated segmentation and activation today will be best placed to drive sustainable growth tomorrow.

Speak to our healthcare consumer segmentation specialists today.

Is your attitudinal segmentation delivering the value you need?

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As attitudinal segmentations are usually based on surveying a smaller sub-group and not based on data which can be easily applied to customers on your database, bridging attitudinal segmentations can be a challenge and is not always a straightforward process. However, it is a great way to provide a consistent customer experience.

So, what is attitudinal segmentation and what considerations should an organisation have when it comes to their approach for bridging an attitudinal segmentation?

What is attitudinal segmentation & how to bridge an attitudinal segmentation

Attitudinal segmentations are typically created using data from quantitative surveys. They can be a powerful tool for delivering rich insights into customer and prospect mindsets and provide a valuable framework for organisations to engage customers effectively through an in-depth understanding of their needs, attitudes and motivations.

Being able to treat customers consistently throughout the marketing funnel helps to establish a relationship with them and deliver resonating messages that will drive increased engagement. Once someone becomes a customer, they will expect to see the same messages that originally struck a chord with them reflected and developed in their ongoing journey with you.

The economic and social disruption since the pandemic has permanently changed consumers and their expectations of brands, so ensuring your online messaging aligns with these changes is increasingly important. We consistently see organisations that are personalising messaging for their customers increasing their market share, net promoter scores, return on investment and profitability. With this in mind, being able to make your attitudinal segmentation actionable on your database should be a key part of your customer engagement strategy.

Key questions to address the challenges of bridging an attitudinal segmentation onto your customer base

There are no two ways about it – data is key to tackling this challenge and making it actionable. To achieve this, you should ask the following five questions to get started:

  • Where and who created the segments? Were the segments created by your organisation or a media/research partner? This is pertinent to understanding if you can get to the raw data or in understanding the level of granularity of data you can obtain.
  • What data is there? Do you have access to the responder level data or tables by segment or Pen Portraits? The data you can reach will determine the method of bridging that can be used.
  • Were questions only posed to your customer base or to the wider population? What types of questions were asked and were they personal to the organisation or more generalised? This can impact the resulting solution.
  • Are there any behavioural traits reported within the data that were part of the same survey? Wider data beyond pure attitudes can be helpful to model this back to the database.
  • Were any demographic questions asked or was postcode captured? This can help the process of creating the link between segments and customer base.

While bridging an attitudinal segmentation can be challenging, these questions will help identify how simple or complex the solution will be.

Key techniques for bridging attitudinal segmentation

Depending on the granularity of the data your organisation has access to, the following techniques can be leveraged:

  • Responder level data: As this is the most granular form of data, it produces the most accurate results. Techniques here include modelling each of the segments by using a mix of the responder data and CACI’s own data to score this up against a customer database before validating this against the responder panel.
  • Tables by segment: We can compare each customer’s results to the segment averages based on a combination of multiple data points. Validation is key through profiling and sense checking the segment distribution.
  • Pen Portraits: Here we would use a rules-based approach to recreate segments based on high-level views of the segment to capture the different blend of information that you have to bridge the data. As before, the final step of validation is key to ensuring the solution’s accuracy.

If raw data is inaccessible or unavailable, the following alternative methods can support:

  • Adding golden questions to market panels: This will provide more demographic and behaviour traits which support the bridging process.
  • Surveying the whole customer base with golden questions: Responses can often be skewed to particular segments, however, and some consumers may be more inclined to answer than others.

Considerations at the start of an attitudinal segmentation journey

Including key customer traits

When beginning an attitudinal segmentation, our first recommended consideration would be to include some key customer traits. Including additional questions such as demographic markers (postcode, gender and age band) will support segmentation mapping on to the database.

Cross-team engagement

Cross-team engagement will be invaluable to ensure the segmentation meets goals and drives value. This will help flesh out what the segmentation will be used for now and in the future, as well as gauging what you need from the segmentation and building it accordingly. It is also pertinent in getting buy in as early as possible to ensure teams are engaged when the solution is rolled out.

Backing segmentations with research

Another solution would be to build the segments first and then use research to enhance them with attitudinal values. This solution can work well with one of the benefits of running focus groups to bring life to the segments rather than using the attitudes to drive the segmentation.

Ultimately, it is about finding the right balance that works for your organisation based on wants and needs. Attitudinal segmentations can bring excellent insights but are limited in their applications across a database. Fundamentally, it is a process of ensuring that through engaging the whole organisation, your solution is optimised to meet strategic aims.

How CACI can help

CACI is in a unique position with a UK-wide dataset on all adults, encompassing over 800 variables that we can use to profile and create proxy variables to support the possibility of a successful bridging exercise. We help solve the challenges associated with bridging attitudinal segmentation for leading organisations many times each year.

To learn more about getting the most out of your segmentation and how CACI can support you through this journey, get in touch and we can discuss your challenges in more detail.

Case study

Sniffing out insights – Muzzle Movement UK’s data-led leap with CACI

Summary

Muzzle Movement UK is a purpose-led pet accessories brand focused on changing perceptions around dog muzzles. Their mission is to make muzzles more accessible, better understood, and stylish — helping dog owners feel confident and supported. The brand is known for its community first approach and strong presence at consumer events.

Company size

1 – 50

Industry

Manufacturing

Products used

Challenge

Icon - Three outlines of people and a target in the middle

Prior to working with CACI, Muzzle Movement UK relied heavily on broad awareness campaigns and internal assumptions about their audience. There was a lack of clarity around who their customers were, how they behaved, and what messaging resonated. This led to guesswork in campaign planning and limited targeting capabilities. They needed a way to validate their hypotheses and build a more strategic, data-led marketing approach.

Solution

CACI provided Muzzle Movement UK with detailed audience segmentation data, enabling the marketing and sales teams to better understand their customer base, tailor messaging, and optimise campaign strategies across multiple channels.

Results

The team at Muzzle Movement UK were surprised by the depth of insight and the level of differentiation between segments. The project has exceeded expectations, providing clarity and confidence across marketing and sales functions.

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Improved ad performance

Smaller, targeted campaigns are delivering early success, answering customer questions earlier in the journey and reducing pressure on customer service along with marketing cost savings.

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Enhanced messaging

Ads now highlight specific service features (e.g. fast refunds, easy exchanges) that resonate with segmented audiences.

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Sales enablement

The segmentation has empowered the sales team with tailored materials and a deeper understanding of customer motivations, especially useful at events and in-store conversations.

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Product development

Insights have influenced new product launches, ensuring sizing and features align with target demographics.

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Strategic planning

The segmentation is already shaping Black Friday campaigns, with tailored messaging for both price-conscious and affluent audiences.

What’s next

Looking ahead, Muzzle Movement UK plans to explore segmentation within the trade channel, helping them approach pet shops with data-backed recommendations on what to stock based on local demographics. They also aim to apply segmentation to post-purchase campaigns, identifying upsell opportunities and improving retention. The team is keen to continue using segmentation to refine awareness campaigns and explore ROI improvements in ad spend. They’re also interested in competitor analysis tools to stay ahead in a growing market.

Multi-touch attribution (MTA) vs marketing mix modelling (MMM)

In this Article

What is Marketing Mix Modelling (MMM)?

Marketing mix modelling (MMM) is a statistical tool that helps organisations understand and quantify the impact of marketing activities on consumers’ behaviours, sales, return on investment (ROI) and more. It breaks down an organisation’s performance by channel, incorporating various types of data to evaluate effectiveness and determine which marketing activities are most heavily influencing the organisation’s business outcomes, which we explore further in our blog on marketing mix modelling.  

Based on a series of steps, MMM begins with data collection of marketing variables, followed by an analysis of the data collected to identify relationships or patterns and building a customised model to showcase actions and results. Finally, scenario testing can be conducted to gauge possible outcomes, leveraging the results to optimise marketing strategies and bolster decision-making. 

What is multi-touch attribution (MTA)?

Multi-touch attribution values each customer touchpoint leading to conversion, with its goal being to decipher the marketing channels or campaigns that should be credited with the conversion. The intention of this is to measure the effectiveness of each channel or touchpoint so that marketers are aware of where they should focus efforts and resources and allocate future spend in the most effective ways possible to enhance customer acquisition efforts.  

Through multi-touch attribution, a more comprehensive view into customer journeys can be gained, enabling organisations to create better strategies or optimise their ad spend in line with market shifts. The ability to see how each touchpoint impacts a sale is what allows organisations to dissect customer journeys and allocate budgets accordingly.

What are the differences between multi-touch attribution (MTA) vs marketing mix modelling (MMM)?

Aggregated versus disaggregated data

Aggregated data is statistical data used in MMM that is grouped into channels, regions or times to assess trends in terms of how channels contribute to sales. Disaggregated data, on the other hand, is behavioural data that is used in MTA to gain the most detailed insights possible at user or individual level.  

Organisations require aggregate information for visibility into external trends that may be affecting marketing efforts and conversions. In comparison, the precise level of detail available through disaggregated data is critical in MTA as it is required for assigning multiple touchpoints within a customer journey.

Objective and impact assessment

MTA uses trackable customer interactions to understand the importance of each touchpoint. As a result, one of the most substantial differences between these two is their objective. MTA focuses on the impact of specific, individual touch points and their sale or conversions impact, whereas MMM focuses on the overall impact of your marketing mix and how that combination influences sales or other outcomes.

Choosing the right approach for your company

MMM’s main goal is to help organisations deduce overall business outcomes and MTA helps organisations understand the contributions of individual touchpoints to conversions or actions. MMM includes both online and offline channels, whereas MTA only includes digital channels that track individual user behaviours. 

While MTA may not be easy to implement due to ever-changing customer journeys paired with uniting all touchpoints across various devices, channels and platforms, it does enable flexibility and offers a more granular understanding of what does and does not work within marketing initiatives. This flexibility and granularity equips organisations with insights that allow for informed, data-driven decision-making for digital marketing campaigns.

When to use multi-touch attribution modelling (MTA)

Multi-touch attribution has become a staple for organisations requiring tactical insights and are focused on short-term optimisation by measuring and quantifying the impact that their digital marketing campaigns are having. The visibility that multi-touch attribution modelling provides into the success of touchpoints across a customer’s journey is unparalleled. #

This insight is critical for organisations to consider amidst consumers’ increasing wariness of marketing messaging. Through this, the right audiences and their respective marketing preferences can be identified across channels, enabling customised messaging to be created and the right consumers on the right channels at the right times to be reached. 

Maximising ROI can also be made possible through multi-attribution modelling by engaging with consumers in fewer though more frequent and impactful marketing messages that ultimately shorten sales cycles. 

When to use marketing mix modelling (MMM)

Marketing mix modelling should be used when needing to understand the combined impact of advertising spending, promotions, pricing and distribution channels. It can be particularly impactful for organisations that are well-established and have a plethora of data over the course of many years to work with.

From media activities to external variables including macroeconomic factors and competitors’ activities and internal variables like product distribution, product changes and price changes, countless categories can be monitored for organisations to analyse data and understand the relationship between sales and these elements. Its [immunity to the everchanging privacy landscape] is also a key advantage.

How to use both approaches together

Both MTA and marketing mix modelling MMM are key approaches in the realm of marketing analytics. When used together, MMM can offer macro-level views into marketing impact on revenue, while MTA can supply granular insights into the effectiveness of specific marketing channels. Organisations that understand when and how to use both approaches will find themselves transforming their marketing strategies and maximising their ROI.  

Combining these two approaches when building an attribution strategy is often recommended. However, MMM will ultimately be most effective for gaining long-term, strategic insights that can bolster planning and financial outcomes, whereas MTA is best suited for short-term, tactical insights that can enhance day-to-day optimisation, campaigns and decision-making. 

How CACI can help

CACI supports businesses in their delivery of optimised marketing efficiency by:  

  • Determining the value and performance of activity through evolved multi-touch & econometric modelling
  • Producing results to sustain & increase growth through targeted investment & improved marketing performance
  • Delivering improved accuracy, consistency and availability of marketing performance insights
  • Enhancing capability by evolving data, technology & process
  • Supporting the provision of ongoing strategic & delivery resource.

Find out more about the impact that digital attribution modelling can have on your business by contacting us today

Watch a session from our recently event on how to optimise marketing performance through Commercial Mix Modelling.

Sources:

Case study

International Tourist Model 

Summary

Third party mobile geolocation data can accurately track where domestic visitors live and shopping behaviours, however low sample rates mean it is less reliable in understanding the movement of international visitors. 

The International Tourist Model has been developed to address the inherent limitations of mobile geolocation data in accurately capturing the proportion of international tourist visits to specific locations. By integrating VisitBritain data with CACI’s Local Footprint dataset, this model offers a comprehensive and robust solution. 

Industry

Technology

Products used

Challenge

Mobile app data, which relies on location “pings” from smartphones to analyse customer behaviour and footfall patterns, is a powerful and highly accurate tool for identifying domestic visitors. However, due to lower adoption of UK-based apps among international tourists, the use of VPNs, and varying data protection regulations across countries, mobile app data struggles to reliably identify international visitors. 

To overcome this, CACI has developed the International Tourist Model with three core objectives:

  1. Accurately represent the proportion of international tourist footfall at different locations. 
  2. Provide insights into the continental origins of international tourists. 
  3. Report these data points across different time periods. 
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 Third-party mobile geolocation data is less reliable for tracking international visitors due to low sample rates. 

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 Mobile app data struggles to identify international visitors because of lower app adoption, VPN usage, and varying data protection regulations. 

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 The International Tourist Model integrates third party data with CACI’s Local Footprint dataset to accurately represent international tourist footfall. 

Solution

By leveraging government-published data on inbound and domestic tourism and blending with CACI’s Local Footprint data, and third-party geolocation data enabled us to infer the relative presence of international tourists through a data cleansing and modelling process. 

Results

The model has demonstrated clear value and has already been implemented across multiple projects, delivering tangible benefits to clients to allow these to understand the true mix of user groups interacting with their assets. 

International Tourist Model - Female tourist visiting a busy commercial street in a European city

Case study

How CACI updated the Ocean consumer lifestyle database using AI techniques

Summary

CACI’s Ocean database contains variables relating to consumer attitudes and behaviours of the UK population at individual and household level.

Whilst already providing a market leading solution, a major update gave CACI the opportunity to rebuild many of the associated predictive models using AI techniques to even further improve the modelling, and to make predictions more balanced and “fair” across demographic subgroups such as sex and age groups. 

Industry

Technology

Products used

Challenge

Traditional classification techniques optimise “mathematical accuracy,” which measures the number of predicted labels that match the true labels; however, optimising solely for this measure can result in an imbalance in prediction quality across Yes and No labels (as to whether particular behaviours, interests or attitudes are exhibited), and unfairness across demographic subgroups such as sex and age, especially when there is a natural imbalance in the true Yes/No label proportions, i.e. where behaviours have a strong skew towards a particular sex or age group.

Addressing these deficiencies is an area of ongoing research within the AI community. 

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Ocean enhances clients understanding of their customers by indicating their likely attitudes and behaviours 

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Traditional modelling methods can be biased in terms of prediction quality for different sexes and/or age groups 

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The challenge was to remove this bias, achieved by developing new AI based techniques that can optimise across both sex and age groups 

Solution

Advances in machine learning science and computational power allow Ocean to use a targeted technique for each variable rather than a one-size-fits-all approach. ​ 

CACI has developed new in-house classification techniques that significantly improve standard methods to ensure balanced prediction quality across both Yes and No predictions and demographic subgroups.  

For fairness, various measures can be used. CACI specifically optimises its predictions as measured by the Equalised Odds Difference, across sex (Male/Female/Unknown) by default or across age bands or both. 

Results

Fairness has been implemented across age and sex to ensure we are more accurately predicting attributes and behaviours whilst eliminating bias. 

In addition, a set of insightful driver variables has been added, enabling the modelling to achieve a better understanding of the real world, and over 100 new variables have been introduced for the latest version of Ocean. 

Ocean Consumer Lifestyle Database - Three women shopping together in front of a clothing store

Case study

Principality Building Society launched a new proposition to a new customer segment with Fresco

Principality Building Society

Summary

Principality Building Society developed a new highly focused proposition using Fresco’s insight on consumer behaviour and needs, aimed at the rising metropolitans segment. The targeted campaign produced triple the expected uptake of its innovative First Home Steps app.

Company size

1,000

Industry

Financial

Products used

Challenge

Principality’s portfolio and propositions teams have been working together to define and understand new target customer segments and design services and products to meet their needs. With a loyal and long-standing customer base, the team wanted to find a way to engage with younger customers nearer the start of their savings journey.

Principality has always used data to support planning and risk assessment and to measure performance. Principality has evolved the use of demographic, lifestyle and market data from CACI to further refine its customer and market insights. Using CACI’s Fresco segmentation was an obvious choice to support the project. Fresco describes individuals in terms of their financial product holdings, attitudes, life stage, affluence and digital behaviour. Principality wanted to differentiate through propositions with better customer type information.

Solution

Very often, insight is siloed within teams. Data is purchased and used for specific projects and activities. For the First Home Steps proposition, Principality shared insight across all the teams and individuals involved in planning and delivering the campaign.

CACI presented data insight to a multi-functional Principality team, showing how it could help to refine different aspects of the proposition and supporting the communication campaign. The data was used from the start, informing every aspect of proposition development. Principality combined CACI’s Fresco insight with its own research into first time buyers to produce a robust and differentiated evidence base that informed every First Home Steps decision.

The Fresco data helped build a picture of the target group and to understand their needs, in the context of how they live and work and the challenges they face in saving and planning. First Home Steps addresses the rising metropolitan segment, aiming to appeal to those looking to the future and saving to buy their first property.

The Fresco insight helped Principality’s team understand exactly how to reach the people it had identified, showing geographic areas where there was a high proportion of rising metropolitan consumer households. This supported targeting of ads and resources.

Results

The proposition team launched the First Home Steps campaign to educate and support younger adults who have reached the stage of wanting to buy a house, so they can be confident in their ability to manage their finances and buying decisions.

Promoted and supported in-branch, First Home Steps offers ‘workouts’ to get homebuying hopefuls financially and practically fit to obtain a mortgage and buy their first home. Resources include a borrowing calculator, a budget planner, house prices guide and savings tips. It’s all brought together in the First Home Steps app, a free pocket guide to the house-buying process. Principality hopes to motivate users to open a First Home Steps savings account, to save towards a mortgage deposit.

“We launched in branch and the campaign exceeded targets, especially for people downloading the app, with triple the numbers expected. From the first phase of the campaign the insight basis has given us great confidence for the next stage.”

Susan David, Propositions Manager, Principality Building Society

Sharing the data insight with colleagues from all parts of the business has not only created a stronger proposition, it has driven interest and positive support from branch colleagues who talk to branch visitors about their finances. They have been advocates for the app, able to talk knowledgeably and empathetically with branch visitors who might benefit, armed with a clear understanding of their likely needs and attitudes.

Principality has a mature approach to data, using a range of sources intelligently and collaboratively. They use their budget smartly, ensuring that they make full and focused use of the insight sources they subscribe to. CACI’s resources and services are key tools that help them retain loyal customers and to innovate. As well as delivering proposition insight, Fresco helps Principality understand branch footfall and customer profiles. Weekly flow information from CACI’s Retail Finance Benchmarking Mortgages and Savings provides the market context.

Case study

How Zero Gravity use Acorn to support underrepresented students

Zero Gravity logo

Summary

Zero Gravity is a digital platform connecting low-income students in years 12 and 13 with undergraduate mentors for app-based mentoring into highly selective universities. Zero Gravity has previously worked with CACI to enrich their understanding of the backgrounds of thousands of applicants through CACI’s Acorn. This is a geodemographic segmentation of the wider UK population used to assess students’ socio-economic backgrounds based on their postcodes.

Company size

50

Industry

Education

Products used

Challenge

Matching social and economic needs with educational and career opportunities is one of the major challenges that Zero Gravity has sought to address.

Every year, around 50,000 students from socially mobile backgrounds achieve top GCSEs. However, only a third of these students make it to highly selective universities, and even fewer progress into top graduate careers. This discrepancy underscores a prevalent issue: while talent is evenly distributed across socio-economic backgrounds, opportunity is not.

The underrepresentation of socially mobile talent at elite universities and in prestigious careers is not due to a lack of ability. Instead, factors such as the “Network Advantage” (the intangible advantage of having access to a broad professional network identified in Zero Gravity’s Gap Zero report), resource shortages and imposter syndrome often hold these students back. The challenge for Zero Gravity is to bridge this gap, ensuring that talent from low-opportunity backgrounds can access the education and careers they deserve.

Solution

To address this challenge, Zero Gravity developed a sophisticated ‘potential identification system’ to identify and support socially mobile talent. A key component of this algorithm is the integration of contextual student profiling from Acorn. Insights drawn from Acorn provide a granular understanding of the socio-economic environment faced by students at home, enabling Zero Gravity to accurately evaluate their academic potential and their challenges.

By combining this information with Zero Gravity’s own academic performance data, the algorithm indexes top-performing students within the bottom groups of social advantage. This allows Zero Gravity to connect with socially mobile talent at the earliest stages of their educational journey.

By providing rich socio-economic insights, Acorn enhances the precision of Zero Gravity’s talent identification process, ensuring that support is directed towards students who are not only high achieving, but also from disadvantaged backgrounds.

Results

In the most recent academic cycle, Zero Gravity has achieved remarkable success by helping over 8,000 students from low-opportunity backgrounds secure places at top-tier universities – all free of charge – due to the social value the organisation drives. Notably, 800 of these students gained admission to Oxford and Cambridge, both of which rank among the top 10 higher education institutions globally. Additionally, Zero Gravity has launched the Zero Gravity Fund, directing nearly £1.5 million towards scholarships for its latest cohort of students.

The success of the current model has enabled Zero Gravity to focus on other opportunities to support disadvantaged students. The university mentoring platform has been such a success that they’ve now developed an innovative new service to help students into the workplace following graduation. Zero Gravity now pairs these young people with industry mentors and provides them with tailored support to access leading universities and, ultimately, successful careers. This enhanced approach not only equips students with the tools and guidance needed to reach their full potential but also contributes to a more diverse and inclusive talent pipeline for employers.

Case study

How Kirklees Council enhanced its digital service efficiency with the help of demographic insights

Kirklees Council

Summary

Kirklees Council has a population of 437,593 and covers an area of 157 square miles. It is the third largest authority in West Yorkshire and is a constituent member of the West Yorkshire Combined Authority. Like many local authorities, Kirklees Council faces a dual challenge of managing budgetary constraints while addressing increasing demand for services.

To maintain the quality of services that residents value, the council has focused on encouraging the use of lower-cost digital self-service options wherever possible. One key area identified for improvement was the handling of council tax inquiries, which significantly burdened call centre resources. Following conversations with CACI about the impact that demographic data insights could bring to alleviate this challenge, it was clear to Kirklees Council that this was the solution to the challenge.

Company size

10,000+

Industry

Non-Profit

Products used

Challenge

With over 190,000 households in the Kirklees area, the council’s call centre received a substantial volume of calls related to council tax. During the 2022/23 period, approximately 16% of these households contacted the call centre about council tax issues. A significant portion of these calls – 47% – were categorised under ‘check or query a bill,’ with 60% of these queries related to checking instalments or outstanding balances and seeking advice. Additionally, 16% of callers made payments through the call centre. Notably, 31% of accounts had repeat callers, with 5% of households calling four or more times within the year.

The Council recognised the need to delve deeper into not only understanding the reasons behind these calls, but also the demographics of the callers, particularly repeat callers. This insight was crucial in shaping the design of effective strategies that would reduce the volume of calls and promote the use of digital self-service solutions. Lacking data or insight about these callers heightened these challenges, which is where CACI’s data would prove to be essential.

Solution

To address this challenge, the Council’s project team collaborated with their Data and Insight (DI) team to analyse call centre data using CACI’s segmentation tool, Acorn. Acorn supplied a detailed demographic and socioeconomic profile of the households contacting the council. The profiling revealed that a significant proportion of both first-time and repeat callers belonged to younger and less affluent Acorn demographic segments, specifically Cash-Strapped Families, Urban Diversity and Hard-Up Households.

Acorn’s Knowledge Sheet, which includes over 800 variables from digital behaviours to channel preferences, helped illustrate that these groups should be the ones to utilise self-service capabilities instead of calling. As these groups continued to call, the Council was compelled to investigate additional factors that could bolster self-sufficiency for residents, such as their website. They quickly realised that if they were to redesign the website to better support self-service options for these target groups, the Council would have a better chance at encouraging behavioural change and telephone enquirers online, thus reducing service demand and achieving cost efficiencies.

Results

With an evidence base provided by Acorn’s detailed analysis, the Council is set to undertake several initiatives to reduce the need for phone calls by further enhancing digital self-service options, including: 

  • Implementing chatbots: Implementing chatbots capable of answering common queries related to council tax will provide immediate relief and reduce call volumes. 
  • Council tax balance checker: The Council is developing a quick and easy-to-use online tool allowing residents to check their council tax balance and instalment details without having to call the council. 

These initiatives are guided by the insights gained from Acorn, which identified specific demographic segments and their preferences. By focusing on these insights, the Council can effectively target improvements that will encourage the use of digital self-service options, resulting in fewer calls. The enhanced website, combined with the introduction of chatbots and the balance checker tool, will provide residents with sufficient alternatives to calling the Council. These changes will not only improve the customer experience, but ensure the Council allocates resources more effectively to achieve further cost efficiencies. 

Furthermore, the Council will be planning targeted outreach activities with landlords and tenants— identified through Acorn segments— to further reduce call volumes. This initiative aims to educate these groups on the available digital self-service options and encourage their adoption.

Turning strategy into success: enabling the right customer experience to deliver on your growth targets

In this Article

As businesses grow, so do the expectations of their customer experiences and those delivering it. Acquiring more customers, more products and, therefore, more data comes with increased complexity and an increasing demand on those in marketing, data and IT to enable growth.  

A successful growth agenda must consider not just the business goals, but the actionable steps to achieve them. These steps should include understanding the data, the insights it will deliver and the technical capabilities of how to scale. This can be a daunting challenge given the complexity and scope of the market.  

In this blog, we will explore how an enhanced customer experience can be delivered alongside business growth and the common issues businesses face, from operating at scale and delivering high-value experiences with limited technical resource to optimising technology for growth.   

The challenges of operating at scale

Businesses experiencing rapid growth on the journey from start-up to breaking into the mid-market and beyond find themselves in a complex landscape. With growing volumes of customer data, pressure to deliver an effective customer experience and legacy technology from early in the business’ trajectory, the challenge of maintaining that growth can be significant.  

These challenges can be broken out across the pillars of Data, Technology and People and Process. However, these are fundamentally reliant on each other, with each requiring attention to enable an impactful customer experience. 

Data is critical for understanding your customers and provides the foundation for your customer experience. Leveraging your customer understanding enables personalisation and brings you closer to a 1:1 relationship. The challenge is drawing insight from your customer data, considering things like segmentation and modelling to understand behaviour, then making that understanding actionable and available to be used for personalisation.  

This brings us to Technology. Underlying martech is the engine for customer experience, fuelled by data. Businesses often hold on to legacy systems and processes, which can become limiting factors when experiencing growth. Scaling existing technology can create bloat and operational inefficiencies as the aspirations are built on unsteady foundations.  

With Data and Technology in place, there is still the strategic element to consider. Mature, data-led businesses treat their customer experience as an iterative process. By monitoring campaign performance and understanding their customers, their communications are personalised across content, timing and channel, and they are constantly assessing how they can be more relevant and engaging for their customer. 

Enabling this iterative cycle requires a nimble customer experience, paired with the breaking down of silos between marketing, data and IT functions to enable your team to work efficiently and keep up with consumer demands.  

By putting customer understanding and activation along with the right tools in the hands of the marketer, they can identify and deliver high-value activities across customer acquisition, retention and win-back.   

Delivering high impact solutions with limited technical resources

The answer to the question: “What are the high-value activities of our brand?” is often hidden within the data. Focused insight gathering and customer understanding can reveal where in the process customers churn, what marketing is effective and what could be done better.  

Often the challenge here is again one of resource: finding someone with the right skills and resources to draw insight from data, present it clearly for marketers, data experts and C-suite, and then use this to inform the customer experience.  

This process is ongoing and iterative. A one-off solve will always be limited as customer needs, products and demographics evolve over time. Therefore, effective growth requires a dedicated measurement framework to ensure the customer experience is driving results.  

By taking a customer-first approach and prioritising your high-value activity, you can articulate what you need to deliver the experience effectively, whether that is more understanding of who your customers are, better capacity to automate and personalise, or more substantial reporting to continue iterating to grow closer to your customer.  

Optimising technology for business growth

High-value activities depend on the right technology. Legacy systems often hinder growth by limiting access to real-time data and advanced capabilities required for superior customer experiences. 

Growing businesses often outgrow legacy platforms, which lack the sophistication needed for modern demands. Upgrading to advanced marketing platforms allows companies to enable personalised, multi-channel journeys, automate tasks at scale and leverage AI-powered insights, helping marketers meet evolving customer expectations with greater efficiency. 

Selecting and implementing the right technology can be a challenge, however. The martech space is incredibly crowded with, at time of writing, over 14,000 products (per Scott Brinker’s State of the MarTech report), all with their capability, functionality and requirements. To select the right tool, businesses must consider what their aspirational customer experience is, how the tool integrates with the rest of their stack and how they are going to deliver value quickly after embarking on implementation.  

What should brands do and how can CACI help?

To successfully scale up your business without compromising your customer experience, CACI suggests considering your data, technology and operational processes ahead of making major changes. The key to growth is working backwards from your aspirational state to construct an actionable maturity roadmap. This ensures you are dedicating time and effort to the immediate priorities that will bring value back to the business while working towards your goal state. 

Our tried-and-tested approach of bringing together experts on Data, Technology, People and Processes has delivered results for complex brands like EasyJet and ASOS. CACI’s data-led, customer-centric approach focuses on enabling the customer experience by understanding the overall business vision and customer needs, considering market positioning and the steps a brand can take to sustainably and effectively deliver on their ambition. 

If you are looking to accelerate customer data or technology changes by connecting and activating your insight, please get in touch to discuss what strategies and solutions that our team of experts can help you deliver.

Related case studies

Case study

How South West Water uses Ocean data to achieve its ambition of eradicating water poverty

South West Water logo

Summary

For over 30 years, South West Water (SWW) has been supplying reliable and high-quality drinking and wastewater services to customers throughout South West England.

When the business was tasked with developing an affordability model for its customers, SWW set a target of getting customers out of water poverty and onto the right support tariffs where necessary. While its own data and customer insights could act as a starting point, SWW recognised the impact that pairing this with CACI’s Ocean data would have on achieving the desired outcome.

Company size

5,000

Industry

Utilities

Products used

Summary

For over 30 years, South West Water (SWW) has been supplying reliable and high-quality drinking and wastewater services to customers throughout South West England.

When the business was tasked with developing an affordability model for its customers, SWW set a target of getting customers out of water poverty and onto the right support tariffs where necessary. While its own data and customer insights could act as a starting point, SWW recognised the impact that pairing this with CACI’s Ocean data would have on achieving the desired outcome.

Challenge

Water poverty in the UK is a household’s inability to afford its water and sewerage bills, with research finding as many as 34% of bill payers report difficulties to pay fairly frequently due to the cost-of-living crisis. Many households also face a compounded financial burden with other utility bills.

Supporting customers

Coupled with a lack of connectivity, water poor customers are, therefore, often struggling and silent, meaning SWW needed to proactively identify customers who require and eligible for support.

Customer targeting

To best reach and customers with its water affordability toolkit, and even auto-enrol them onto support tariffs and other actions to lift households out poverty, SWW needed to develop and utilise a robust, bespoke affordability model. Built using CACI’s rich income data, SWW confidently understands equivalised income in comparison to household water bills.

Solution

Understanding SWW’s brief, challenge and previous models used by the industry, a bespoke and granular dataset was created to supply a unique and current perspective into equivalised income at a 6/7digitpostcode level, in conjunction with the wider validating characteristics of these customers, the complete SWW household customer and the property base.

SWW built a model which combines this data with its own billing data at a customer level, enabling SWW to calculate the percentage of equivalised income from their customers’ current spend on their water bill at a property level. SWW can further combine this with OBR forecasts of income, housing costs and bill profiles to 2030 to model water poverty and wider outcomes into the future.

Results

From July 2022 to September 2023, over 15,000 customers were auto-enrolled onto support tariffs and brought out of water poverty. The affordability model enabled SWW to directly engage with these customers, build their trust and encourage further contact and conversation, particularly where customers may be entitled to or require additional support or services.

Case study

How Roche diversified international clinical trials through demographic and health variable data

Summary

For international pharmaceutical and diagnostics company, Roche, a core function of the organisation is the running of clinical trials for regulatory approval of new medications. In particular, the insights and analytics team is involved in supporting late-stage trials by identifying the most appropriate hospital locations and clinical trial patients for these trials across countries, to enable the most effective recruitment process.

Company size

10,000+

Industry

Healthcare

Products used

Challenge

Diversity

Historically, clinical trial populations have often differed from the populations that use the medications, resulting in clinical trial patients being predominantly Caucasian and coming from more affluent socioeconomic backgrounds.

Regulation

Regulations are evolving and regulatory agencies are driving a new view on diversity and inclusion in clinical trials.

Data

Lack of data availability, legal barriers, data collection and protection and privacy issues are all common hurdles in clinical trials, especially in Europe.

Solution

By working with CACI, Roche’s insights and analytics team has used a combination of demographic and health variable data within CACI’s analytical and mapping tool, InSite, to determine locations that would best suit the recruitment of more diverse populations for clinical trials in five European markets.

With diversifying clinical trials being the team’s goal, the key variables it needed to understand included ethnicity, deprivation, education attainment, economic status, rural versus urban, smoking, pollution and other disease risk factors. CACI developed bespoke models for these variables by combining key demographics such as age, income and gender with survey data on a country-by-country basis to generate models at a postcode level for each of the required countries.

Results

Roche’s insights and analytics team has benefitted from CACI’s bespoke model and expertise, delivering the model to the team and providing training on how to use it. The team has since been able to use data-driven decision making to tackle any clinical trial strategy obstacles versus relying on assumption.

Having previously worked with CACI on smaller, UK-focused projects, the ability to now take this bespoke model to scale so that it can be accessed across other countries has augmented Roche’s diversity strategy. The team has been particularly pleased by CACI’s quick data generation and innovation in terms of modelled data from survey data sources.