How does Naissance help clients? What’s better than actual project examples? Here are 7 recent engagements.
Our pitch books make selling difficult. At 70+ slides at times, they’re unwieldy to manage and use. What should we do?
We worked with our client to create a new, standardized version of their pitch books with salespeople in mind. Concise, consistent in structure – they now have a tool to easily introduce all of their strategies in a crisp, compelling way.
Our brand tenets of history, size, and global focus are highly undifferentiated. What would be an honest and credible brand message that differentiates us?
Crafting a good story is hard. The key lies in the process. We started with a pointed competitive analysis to illustrate the sameness and areas of whitespace across the industry. Then we coupled that with a thorough investigation of our client’s strengths to lead candid sessions with senior management on what can and can’t work. Lastly, we developed a hypothesis and iterated over the new brand story to arrive at something interesting and different.
Can we design a lifecycle and journey that clearly improves people’s experiences with us?
In a word, yes. In this case, our client recognized their haphazard approach to nurturing and managing relationships was harming client satisfaction and internal productivity. We defined a structured approach for engaging with clients during the acquisition, expansion, and servicing phases based on a customized set of personas. This improved efficiency and helped standardize expectations both internally and externally.
How should we attack the semi-transparent ETF market?
This is a new one. We have found our clients to be in very different places. Some feel urgency to act fast, some feel the need to let this play out for a while. But in both cases there’s a need for a proactive strategy. What products should we consider? How will this impact our distribution partners? How do we balance this with our existing brand, products, and distribution strategy? Clear thinking on these questions is necessary and crucial.
In an pandemic environment that is changing dramatically on what seems like a weekly basis, how do we stay on top of what our clients need from us?
More than any other year we’re doing a lot of market research. How is the pandemic impacting our clients? How are their views on ESG evolving? How do they perceive us and the thought leadership we provide? We’ve honed an effective approach to getting the answers our clients need from the people they care about.
We have invested so much in producing content, and yet we still don’t really have a good handle on if we’re putting the right things out there. What do we do?
Over the last two years we have analyzed – meaning we actually opened them up and browsed or read – upwards of 5,000 pieces of industry content, looking at everything from topics to format to readability. In this case we were able to overlay a comprehensive set of best practices to identify specific ways for our client to evolve their overall content strategy.
How will the pandemic impact our distribution efforts long-term?
This project isn’t happening yet, but the conversations are. Unfortunately, there’s a lot of groupthink among firms. More hybrid wholesaling, more digital engagement, better targeting of clients… this is what everyone is thinking. The changes are going to need to be more substantial than that. Otherwise you’re just watching ice melt!