Ongoing Competitor Monitoring in Cash Investments

Ongoing Competitor Monitoring in Cash Investments

by | Nov 30, 2022 | Case Studies, Solutions, Strategic Monitoring

Ongoing Competitor Monitoring in Cash Investments
Monitor International Cash investments themes and trends to help a bank launch a cutting edge cash investments division.

Who?

Top Cash Investments private bank operating across three continents.

Why?

BEI is a leading Financial Services Marketing Intelligence provider, with experience across the globe. We have a decade of experience in ongoing marketing intelligence.
Our team of analysts have a detailed understanding of the banking industry and its many sectors.

What?

The client wanted to launch a cash investments division that would be considered cutting edge. BEI provided ongoing monitoring of International Cash Investments themes and trends that provided the insight into what was considered important to clients, the gaps in the market, and the most effective way forward.

BEI provided the client with an ongoing biweekly newsflash covering the relevant top competitor developments across the whole value chain.

So What?

The client was effectively able to launch the new Cash Investments division. Insights provided by the ongoing monitoring informed the business segments, design of products, the identification of key consumer segments, the development of inspired marketing communication as well as differentiated value proposition.

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Analysis of 21 Private Equity Investment Managers’ CVP

Analysis of 21 Private Equity Investment Managers’ CVP

by | Nov 30, 2022 | Case Studies, Deep-dive Understanding, Solutions

Analysis of 21 Private Equity Investment Managers’ CVP
Analysing how a competitor’s rebranding might affect the market.

Who?

An international company that provides investments, savings, insurance and banking services in Europe, the Americas, Asia and Africa. The group boasts 18.9 million customers from across the globe approximately 64,000 employees.

Why?

BEI is a leading Financial Services Marketing Intelligence provider, with a thorough understanding of private equity funds and investment managers across the globe.
BEI employs customer value proposition (CVP) methodology that has been developed specifically for the financial services sector. This methodology enables clear comparisons to be made between various acquisition targets.

What?

The client was underrepresented in the private equity space and was searching for possible acquisition targets. They required a thorough investigation of the customer value propositions (CVP) of 21 international private equity investment companies.

So What?

BEI provided the client with a detailed analysis of these companies which was used to put together a shortlist of potential acquisition targets based on their cultural fit and brand strength.

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Ongoing Competitor Monitoring in Corporate and Investment Banking

Ongoing Competitor Monitoring in Corporate and Investment Banking

by | Nov 30, 2022 | Case Studies, Corporate, Corporate Investment Banking

Ongoing Competitor Monitoring in Corporate and Investment Banking
Monitor International and local private banking trends and developments to help the client offer.

Who?

A leading private bank that operates in key markets globally.

Why?

BEI is a leading Financial Services Marketing Intelligence provider, with experience across the globe. We have a decade of experience in ongoing marketing intelligence. Our team of analysts have a detailed understanding of the banking industry and its many sectors.

What?

The client wanted a Marketing Intelligence solution to monitor marketing developments of key competitors and global private banking trends. On a quarterly basis BEI provides the client with a detailed competitor analysis, which includes an analysis of the most pertinent global private banking trends.

So What?

Insights provided by the ongoing monitoring continuously highlight gaps and opportunities within the insurance industry, as well as inform the clients business marketing strategy within the countries it operates and is interested in.

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Asset Management Client Value Proposition benchmarking within Investment Trusts

Asset Management Client Value Proposition benchmarking within Investment Trusts

by | Jul 11, 2018 | Case Studies, Retail, Savings and Investments

Asset Management Client Value Proposition benchmarking within Investment Trusts

Who?

The head of UK marketing at Schroders wanted BEI to compare competitors’ client value propositions aimed at different retail investor segments within the UK Investment Trusts market.

Why?

Investment Trusts are an alternative investment vehicle to traditional funds which have several fundamental differences and offer tangible benefits to income seekers which traditional funds don’t offer. Schroders wanted to understand how different companies where targeting different retail investor segments within the Investment Trusts market.

What?

BEI conducted a detailed analysis where we compared the holistic Client Value Proposition aimed at two different retail investor segments. The first segment was investors aged 55 and older, who are wealthy and have a detailed understanding of Investment Trusts. The second segment were younger (generally aged between 20 – 40) and would mainly just have a Pension/SIPP in place with little to no knowledge of Investment trusts.

So What?

BEI compiled a detailed analysis benchmarking Schroders’ Value Proposition against the market and then came up with a step by step approach on how Schroders could enhance its proposition to each segment.

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Benchmarking of Workplace Pensions value propositions

Benchmarking of Workplace Pensions value propositions

by | Jul 11, 2018 | Case Studies, Pension, Retail, Retirement

Benchmarking of Workplace Pensions value propositions

Who?

The head of Workplace Pensions at Aegon UK, wanted BEI to compare the client value proposition (aimed at employers and members) through a detailed benchmarking exercise across eight of the leading Workplace Pensions offerings in the United Kingdom.

Why?

The Workplace Pensions market in the UK is a dynamic, highly competitive market with numerous service providers offering very similar solutions. Aegon UK chose BEI because of our deep understanding of the financial services market and our tried and trusted methodologies and best practice in value proposition benchmarking.

What?

BEI conducted a detailed analysis comparing the Client Value Proposition offered by eight of the leading Workplace Pensions providers in the UK. We compared the various solutions across key areas like service and support (pre- and post- implementation), Investment proposition, Default Fund proposition, Member engagement and communication, Platforms (employer and member), pension dashboards and digital self-help tools, etc.

So What?

The analysis enabled BEI to identify key areas where Aegon has a distinct advantage as well as areas of potential risk. This provided Aegon with clear direction on how it could enhance its proposition and leverage key areas of competitive advantage.

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Benchmarking of Workplace Pensions value propositions

Unpacking a rebranding strategy

by | Apr 3, 2017 | Case Studies, Deep-dive Understanding, Solutions

Unpacking a rebranding strategy
Analysing how a competitor’s rebranding might affect the market.

Who?

The banking division of a large financial institution operating across a myriad of financial categories.

Why?

BEI is a leading Financial Services Marketing Intelligence provider, with experience across the globe. We have a decade of experience in ongoing marketing intelligence. Our team of analysts have a detailed understanding of the banking industry and its many sectors.

What?

The client wanted to unpack how the rebranding of a large global competitor could impact its home market. Butterfly Effect Intelligence unpacked the competitors approach elsewhere in the world with the aim of identifying what the most likely approach would be in the client’s local market.

So What?

This project provided the client with a thorough understanding of the competitors next moves in their home market. The client was able to design a pre-emptive strategy to mitigate threats and take advantage of the opportunities identified in the study.

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