Masa&Boz was hired to articulate a vision that encompassed all of Institutional Investors’ lines of businesses, restructure the product offering to be more client-centric and efficient, and unify disparate data sources to provide insights for sales.
We analyzed their data to understand the internal friction points and understand future clients. We developed and collected first-party research through online surveys, in-person interviews of internal associates and current clients, and cross referenced the results with third party industry research.
Working closely between the CMO, the CEO and COO, we formulated a unified marketing and sales plan to transform the organization from a publishing business to being the ‘concierge for global institutional investors’.
“Masa&Boz has been a key partner to our efforts in building formidable strategies and helping implement them for the transformation of Institutional Investor.”
- Greg Yates, CMO Institutional Investor