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Analysing investor brand awareness for a private equity firm
Tracking investor brand awareness is critical for private equity firms competing for capital. A leading global firm wanted to understand awareness and sentiment among wealthy investors in five key markets: the US, UK, Sweden, Japan, and Hong Kong. Traditional primary research methods were deemed too time-consuming and expensive.
Challenge
Measuring Investor Brand Awareness Across Five Markets
Understanding investor perceptions in a timely and cost-effective manner
A leading global private equity firm wanted to understand brand awareness and sentiment among wealthy investors in five key markets: the US, UK, Sweden, Japan, and Hong Kong. Traditional primary research methods were deemed too time-consuming and expensive.
They needed a faster, more cost-effective solution to gauge investor perceptions and inform their brand-building efforts, including a major US advertising campaign.
Approach
Connecting online data through AI
We leveraged our proprietary strat7.ai toolkit to analyse hundreds of thousands of data points from diverse online sources. These included social media platforms (e.g. Reddit, Facebook), specialised investor forums (e.g. Trading 212) and investor reports. We collected and translated data from native languages in Japan and Hong Kong, providing a comprehensive view of investor conversations in these markets.
This approach allowed the client to gain insights into both brand awareness (how well-known they were) and brand associations (how investors perceived them).
Impact
How we drove change
STRAT7 delivered comprehensive investor brand awareness reports to the client’s marketing teams and C-suite, providing actionable insights to inform strategic decision-making and maximise marketing ROI.
The rapid turnaround time – four weeks compared to a typical four-month timeline for traditional research – enabled the client to quickly assess the effectiveness of their brand-building initiatives, without compromising the quality of the insights.
The project cost was also significantly lower than traditional methods, allowing for more frequent and in-depth analysis.
What next
Ongoing Monitoring: An “Always-On” Approach to Brand Tracking.
Beyond the initial deep-dive study, we are now building an “always-on” framework to continuously monitor shifts in brand awareness and associations. This includes a quarterly tracking scorecard, enabling the client to track progress against their brand-building goals, monitor share of voice and adapt marketing strategies as needed.
For example, the ongoing analysis will help the client monitor whether their desired shift in brand association – from a “giant investment company” to a “brand builder” focused on long-term relationships – is resonating with wealthy investors.
