Ongoing Competitor Monitoring in Cash Investments

Ongoing Competitor Monitoring in Cash Investments

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.

Ongoing Competitor Monitoring in the UK

Ongoing Competitor Monitoring in the UK

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.