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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Unpacking a rebranding strategy

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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Unpacking Successful Loyalty Programmes

Unpacking Successful Loyalty Programmes

by | Apr 2, 2017 | Case Studies, Deep-dive Understanding, Solutions

Unpacking Successful Loyalty Programmes
Analyse leading loyalty programmes from around the world to enhance the clients own loyalty programme

Who?

An exclusive private bank.

Why?

BEI has over a decade of experience in marketing intelligence, with access to best practice, and a wide network of sources.
BEI tracks loyalty programme development from around the world on an ongoing basis.

What?

The client was looking to enhance its own loyalty programme by taking inspiration from the best performing loyalty programmes from around the globe.

BEI unpacked the key elements of the most successful loyalty programmes run by the fast food chains, online bookstores, banks and airlines, among others.

So What?

Using the insights provided from BEI, the bank was able to take inspiration from leading loyalty programmes from around the world to successfully redesign their own loyalty programme.

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Ongoing Competitor Monitoring in the UK

Ongoing Competitor Monitoring in the UK

by | Mar 28, 2017 | Case Studies, Solutions, Strategic Monitoring

Ongoing Competitor Monitoring in the UK
Track market and competitive developments within the UK Market on a continuous basis.

Who?

A top wealth management organisation in the UK.

Why?

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.

What?

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.

So What?

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.

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