Financial Services

Computer screen showing colorful graph

Defending market position


A large financial services company faced repeated media and competitor attacks against its core product category.


We created a quantitative consumer and financial advisor research strategy to build a credible thought leadership platform that addressed concerns and established the value of the company’s core product.


Through fact-based outreach, we stabilized the public conversation around the product category, and seeded concepts that supported sales growth and engagement.

Due to the confidential nature of our work, our clients choose to remain anonymous.