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Inspiring change
Inspire and engage through innovation. Using new platforms and techniques, you can develop propositions that resonate immediately with your target market – saving you time and money.
We offer a number of key platforms, solutions and services that fall under our Innovation pillar. Take a look at some examples below, please get in touch if you’d like to discuss these projects, or your own, further.
Our client
An asset manager with a focus on responsible investment
Their challenge
Our approach
Outcome/impact
Our client
Recently re-branded asset manager
Their challenge
Our approach
Outcome/impact
Our client
Their challenge
Our client needed help to deliver an ambitious global growth strategy, that focused on developing their new brand positioning and client engagement models. Their aim was to create a market leading service that was both client-centric and sustainable in the long term.
Our approach
We designed a programme of global strategic research with institutional, wholesale clients and prospects across 18 countries. Insight from this qualitative research helped us to shape our client’s customer experience strategy. At both a regional and sector level, we gained a deep understanding of their different clients’ needs, wants and expectations, in order to define a best-in-class client servicing model. Throughout the process, we unearthed areas of unmet client needs, identified points of clear differentiation, as well as challenges, that could redefine our client’s competitive position.
Outcome/impact
Our country-specific and global insight reports have driven the development a global client experience strategy, and enabled our client to better position themselves in a digital-first world.
Our client
Asset class industry association
Their challenge
Our client wanted to understand the drivers and barriers to investment in the asset they promote, notably among global institutional investors.
Our approach
We ran an extensive insight programme across 7 markets over a three-month period, in order to build a detailed picture of investment decision makers’ needs, motivations, attitudes and behaviours. Our programme involved depth conversations with asset owners, investment consultants, CIOs and portfolio managers across the wealth and asset management industry; pop-up communities; quant validation of key findings and social analytics. This work culminated in persona development of the client’s target audience.
Outcome/impact
The insights delivered through our research programme enabled our client to refine their communications strategy and thought leadership proposition, target social media campaigns more effectively and put in place brand and media tracking KPIs.
We draw on deep industry expertise, insight and our independent perspective to develop the tools you need to make savings and investments more accessible to all.
Get in touch to find out how, together, we can deliver financial products and services that your client wants and needs.
Proud to be a carbon-neutral company
Delivering impact against the following UN SDGs
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