Client description: Global leading provider of legal and business data, AI-empowed research, analytics, and reporting solutions

Practice area: Market Research and Analysis; Strategic Positioning and Planning

Geographic scope: US and UK

Industries involved: Financial Services, PR and Media Agencies, and Management Consultancies

Services applied: Market Opportunity Study; Voice of the Customer; Competitive Intelligence; Brand Perception and Awareness; Online Quantitative Surveys; Qualitative Interviews; Go-to-Market Strategy

Business challenge: Lack of segmented voice-of the-customer insights on data analytics needs, usage and AI adoption priorities, and value drivers across key industries limited our client’s ability to position the company products effectively and support data-driven go-to-market strategies to increase critical mass in those industry verticals.

Methodologies: The study combined qualitative and quantitative research to capture both depth and scale of insights. First, 30 in-depth interviews (IDIs) were conducted with professionals from PR agencies and Financial Services firms. These conversations helped uncover decision drivers, workflow challenges, and the role data platforms play in daily work.

Insights from this phase informed the design of a quantitative survey with 300 target personas across priority industry verticals: Financial Services, PR & Media, and Strategy Consulting. Respondents included analysts, consultants, and C-level decision makers. The survey captured measurable insights into pain points, motivations, workflow benchmarks platform usage, and AI adoption priorities.

The result: The client gained quantifiable evidence on customer workflows, needs, and value drivers across industries and roles. They were also provided benchmarks on platform usage, satisfaction, and perceived value relative to competing solutions. These findings were translated into validated proof points, performance metrics, and differentiated messaging to strengthen the client go-to-market strategy, value proposition and marketing collaterals.