The State of Marketing Analytics

This benchmark report is a way for marketing analytics leaders and teams get a sense of where they stand on the path to advanced analytics. Access the report to learn more about our findings on the state of marketing analytics in 2022/2023.

A CRO’s Guide to Transforming the Channel for XaaS Success

CROs are faced with a burning question, “How do I transform and future-proof my partner channels to drive efficient revenue growth in the subscription economy?” We highlight 2023 challenges/priorities (and beyond) and present a clear path forward for CROs to transform their partner channels for XaaS success.

How Financial Advisor Needs Are Changing Amid Economic Uncertainty

A benchmark study for Asset Management, Sales, and Marketing leaders on supporting Financial Advisor needs post-pandemic growth.

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.