A Marketer’s Guide to Subscription-Based Revenue Success

We analyzed 30+ marketing leaders from multiple industries, large and small firms, and varying levels of subscription model maturity. Download the report to learn how leading marketers in subscription-based revenue companies are acquiring, developing, and retaining high-value audiences.

Asset Management Outlook: Next-Generation Distribution Enablement

We analyzed 35+ firms across a mix of firm sizes/AUM and distribution channels and surveyed over 100 financial advisors on their relationships with AMs. Download the report for an asset management outlook, next-level innovations, and priorities to transform your distribution enablement.

A CMO’s Guide to Land and Expand Success in the Subscription Economy

We surveyed and interviewed some of the fastest-growing technology companies and industry leaders on their priorities to drive competitive advantage. Download our report covering current challenges, future priorities, and go-forward actions for success in the subscription economy.

Consumer Perceptions in Banking

Although COVID-19 has ushered in a new emphasis on the adoption of technologies, consumers have not displayed a significant increase in the desire to migrate fully to digital banking. Download our “Consumers Perceptions in Banking” report for six major statistical findings​ around banking options, services, and solutions.

Consumer Perceptions in Auto Insurance

As digital transformation continues to reshape many industries, the auto insurance industry faces unprecedented disruption from Fintech contenders. Download our “Consumers Perceptions in Auto Insurance” report for five major findings​ around auto insurance options, services, and solutions.

Sales Enablement Outlook 2021

We conducted a survey to understand how and where sales enablement teams at Technology companies are adjusting their approaches to deliver superior results. Access our “Sales Enablement Outlook 2021” report for three key sales enablement investment themes in the post-disruption environment.

Consumer Perceptions in Investment Management

Fintech disruptors – like Betterment, Wealthfront, Robinhood, and others – are revolutionizing the industry, leading with digital-first offerings. Download our “Consumers Perceptions in Investment Management” report for six major statistical findings​ around investment management options, services, and solutions.

Fintech Disruption Go-to-Market Toolkit

Shifting demographics, consumer preferences, and expectations are massively disrupting the once predictable financial services industry. Access the guide, “FinTech Disruption Go-to-Market Toolkit,” for immediate go-to-market strategies against disruption.

Driving Revenue Success Through Customer Experience Enablement

To identify which Customer Experience strategies are driving revenue success for Insurance businesses, we analyzed real customer conversations, competitors, and client insights to uncover strategies we see the most successful companies adopting. Download the report for 4 mandates to build the most effective CX-oriented organization.

Building A Customer Experience Driven Culture for Revenue Success

To identify which customer experience-driven strategies are guiding Technology businesses’ success, we analyzed real customer conversations, breaking news, and more from across the web to find stories of superior Customer Experience (and some sub-par). Download the report for 4 mandates to build the most effective CX-oriented organization.