Case Studies
A case study is a clear narrative that progresses from problem to strategy to solution, illustrating the exact way a business relationship will pay off for companies.
A CMO Council survey found that B2B content gets passed around a lot. Almost all (94 percent) B2B decision makers circulated content across organizational tiers and to multiple stakeholders, so it’s important to provide clear-cut answers to executives’ questions.
Case studies contain the right information to get buy-in across your prospect’s company. Below you'll find some of the case studies we’ve done for financial services, technology firms and small businesses. Your successes should be similarly highlighted.
Financial Services
Message development, press releases and speaking engagements for the Federal Reserve Bank of Boston consumer payments research group.
A Massachusetts-based bank determined that its annual report had to do a better job of explaining the bank's mission.
Cash Management project for Boston-based bank - Streamlined the on-boarding process for new cash-management customers of a bank that was expanding its services to small business.
Corporate banking customer satisfaction surveys for a New England bank.
Treasury management gap analysis and RFP for a major Boston utility.
Loan Processing Automation for a Massachusetts Community Bank – Converted a manual, paper-based loan approval and documentation process to an automated system that reduced errors and expedited the processing and closing of commercial loans.
Project-managed the sun setting of a global, complex treasury and risk management application for a major NYC bank.
Technology Firms
Sibos Conference support for an international financial services technology firm including planning and directing client events, press and analyst relations, and supplemented their professional staff on the show floor.
Message Development for a small IT quality assurance company.
Complementary vendor research into 39 providers in four technology spaces for an online banking software provider to determine the best fit for potential partnerships.
An innovative, best-in- class FinTech provider needed a content manager for its annual client conference.
Small Businesses
Press release for a start-up job-search website which led to an appearance on Fox & Friends in NYC.
Message Development for a small IT quality assurance company.
Needs assessment, RFP preparation, bank identification, and bid analysis for Cash Management and Commercial Lending.