A 34-page research report from 17 markets, launched at a global conference and picked up by 13 media outlets.
A global technology services company launched a 34-page wealth management research report, with 11 outside experts and data from 17 markets, at a major global financial services conference. At least 13 media outlets picked up the story.
A new kind of research. A launch date that would not move.
The company's financial services team wanted to show wealth management leaders where AI is taking their industry. It chose a new method to do it: synthetic research, with AI personas modeled on real decision makers and the findings validated by people.
The audience was senior, skeptical and focused on risk, so every finding had to hold up. The launch was set for a major global financial services conference, and the date would not move.
The launch date wouldn’t move and our audience was skeptical, so every number had to hold up. 26 Characters checked every figure against the source data and caught errors before they reached print. It felt like having an editor and a strategist on our team. We’re confident this report sets a strong benchmark across our organization.
We checked every number, then built the story.
We started with the raw research: 24 questions answered across 17 markets. We found the thread that ran through it, the blind spots wealth management firms create when they move fast on AI, and organized the report around three of them.
Before anything went to design, we audited every figure against the source data and the exact wording of each question. That audit caught and corrected several errors before they could reach print, including a statistic that did not exist in the data and a finding that had been read backwards.
Then we wrote and designed two documents: an 18-page executive summary and a 34-page full report. Eleven outside experts, from universities to global institutions, appear beside the findings they support. A content kit of two articles, an email, seven LinkedIn posts and eight social tiles was built to carry the research further.
24 questions across 17 markets, shaped into one clear theme.
Every figure checked against its source and the question as asked.
An 18-page executive summary and a 34-page full report.
Articles, an email, LinkedIn posts and tiles to extend the launch.
Printed for the booth, launched with a press release and covered by 13 outlets.
The report launched at a major global financial services conference, with printed executive summaries at the company's booth and a press release the same day. At least 13 media outlets in at least five countries picked up the story, and the company's chief marketing officer called the study a new model for how the company generates insights.
The full report was finished about three days after design got the go-ahead. When the company refreshed its brand standards after launch, both documents were updated within days.
The services behind this story.
Each one works on its own, or as part of a bigger plan.
Your experts' thinking, turned into long-form pieces for your site and LinkedIn.
About this service →Posts for your leaders and your brand, built from interviews and your plan.
About this service →Connect with 26 Characters.
Start with a free diagnostic. We'll look at the research only you could own and how to make it travel.