Register for the Moneyball for AI: How Wealth Management Firms Can Get The Most Bang for Their AI Bucks Webinar on July 23rd Here!

Case Studies

Unlock Your Access To The Competitive Analysis Case Study

See How Ezra Group Increased One Firm's Sales By 300%

A fast-growing fintech that provides marketing automation software (martech) and services to wealth management firms approached us looking for market research to help drive their product roadmap.

After brainstorming with their senior management team, we proposed a project to perform a competitive analysis.

Competition had been increasing in the martech space before the pandemic, but absolutely exploded post-pandemic as advisors were unable to meet with clients or prospects face-to-face. New vendors flooded the market with innovative products and our client need direction and a better understanding of how table stakes had changed.