While multiple opportunities were discovered as a result of the project, the task of portfolio reporting was identified as having the greatest potential to expand upon. Respondents in both the US and UK were extremely frustrated with the inability to find providers to perform this function for them.
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Along with targeted job functions, we discovered top-of-mind concerns for both company executives as well as portfolio managers. These insights were used to craft custom sales messaging for the client to use when meeting with both audiences, as concerns differed by job level and country base of operation.
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