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KNOW! CASE STUDIES

Financial Services Industry


In order to expand its distribution channels, a financial services firm decided to use third-party distributors for its products, but was concerned about the impact of the decision on its new product development process. Previously, the company heavily relied on the direct feedback from its customers to create new products. Now, they needed to develop a knowledge-sharing network to continue to receive the information necessary to create new products.

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in’s Consulting Services conducted a benchmarking study of the new product development process for companies using third party distributors. Since the focus was on ensuring the incorporation of consumer feedback, the benchmarking candidates were chosen based on their commitment to customer satisfaction and use of a knowledge management system, rather than being a financial services firm. Using the results from the benchmarking study, i crafted the strategy and quality assessment measures for both the new product development process and the customer feedback knowledge management system.

 

 


A leading financial services firm sought to expand the competitive intelligence capabilities of their market research department so that they may better support the firm’s marketing and sales functions. Since the firm has no formal or centralized intelligence program, these capabilities were not readily available through in-house training. Time – and successful generation of intelligence – was of the essence, since the firm’s competitors have been aggressively developing new products and services for launch in multiple markets, threatening the firm’s market position in a number of fronts.

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in’s Training Services worked with the firm’s corporate training department and market research team to establish a timetable, methodology, and the content for a customized intelligence training program suited to the firm’s requirements and to the participants’ functions, experience, and backgrounds. i designed an intensive, multi-day program to kick off this initiative and 1) to help our client acquire the necessary skills and tools to begin generating effective intelligence and 2) on which they can build their intelligence capabilities. Through the i intelligence training program, the market research team was immediately able to develop a deeper understanding of their competitive environment and issues, apply their new intelligence skills, and more effectively support the firm’s marketing and sales functions.

 

 

 

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