Achieve Best in Class Financial Thought Leadership
Competitor insights, strategy tools and best practice.
All through a single subscription
Benchmark Reports
and Client Journey Audits
2x Six Monthly Benchmark Reports and Team Workshops with:
- Best-in-Class across the industry
- Benchmark performance v peers
- Audit of your current Customer Journey
- Ranked priority fixes
- White Space opportunities
Benefits
- Drive marketing performance to Best In Class
- Engage stakeholders on performance relative to industry
- Drive efficiencies and fix journey gaps
- Prioritize marketing and channel investments
- Align teams across channels, geos, solutions
FS Persona
and Client Journey Portal
An interactive portal with depth insight into key client personas, their ideal TL engagement journeys and best practice guides:
- Current priority issues
- Channel and format preferences
- Buyer Journeys and brand drivers
- Best Practice Guides
Benefits
- Inform propositions
- Prioritize channel investment decisions
- Fuel ABM and segmentation strategies
- Align internal teams and agencies
- Resource for business stakeholders
Campaign and Message
Client Testing Panel
Bring the Voice of Customer ‘alive’ in your planning room with our Gen-AI Persona API.
- Hold interactive client conversations
- Brainstorm and inform proposition development
- Road test creative messaging and campaign activation
- Quickly produce client-validated briefs for agencies and teams
Benefits
- Backed by data-validated personas with sources for cross-referencing
- Leverages your in-house LLMs for data security
- Standardized briefing templates across channels and teams
Bespoke Strategy
Bespoke white space analysis, benchmark, content and GTM strategy across:
- Current client and market issues
- Specific brand or marketing objectives
- Depth audience segments
- Product and solution teams
- Geographies and industry verticals
Benefits
-
Free-up your team and drive agency
efficiencies - Leverage deep sector and audience insight
-
Objective insight to engage your
stakeholders