Client Stories

Consumer understanding for more impactful content

Client Ask

A well-known, internationally-based, financial services firm releases a quarterly newsletter to keep relevant with their high net-worth clients. They needed a way to enrich the newsletter with meaningful topics and context from the clients’ perspective

Our Solution

We conducted in-depth qualitative discussions with high-net-worth clients to truly understand their thoughts, feelings, and motivations related to the topics at hand.


The integration of the client’s point of view was such a success in the first quarterly report that the financial institution decided to incorporate it into all quarterly reports moving forward.