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Research Project · Advisory firm, financial services sector

How research became visibility and leads

One survey of 210 finance leaders produced a report, a press cycle, eight articles and a list of names worth calling.

210Survey respondents
380Gated downloads
11Media mentions
One quarterEngagement period
The situation

The firm wanted to be quoted in the trade press and had no proprietary data. Every commentary it offered was a reaction to someone else's numbers.

What we did

We designed a short survey on a question the market genuinely argued about, fielded it to 210 finance leaders, and analysed the results. The report was written, charted and gated behind a simple form. Around it we built a launch: an opening article, media outreach with an exclusive first look, an eight-part LinkedIn series and a webinar for respondents.

What happened

The report was cited in trade coverage, the gated download collected several hundred qualified contacts, and the firm now runs the survey annually as a fixed asset.