A top wealth management organisation in the UK.
BEI is a leading Financial Services Marketing Intelligence provider, with experience across the globe.
We have a decade of experience in ongoing market intelligence. Our team of analysts have a detailed understanding of the wealth management industry and its many sectors.
As a means to grow the UK’s leading investment business, the client wanted to track market and competitive developments within the UK market with a focus on pensions and retirement, investments, protection (risk), asset management and distribution.
BEI provided the client with an ongoing biweekly newsflash covering the relevant top competitor developments across the whole value chain.
BEI provided the client with a holistic view on the competitors’ positioning in the wealth industry.
This insight was used to help the client scale accordingly, drive competitive marketing strategies and in turn, develop a stronger differentiator.