Inspiring global executives with thought leadership for professional services firm

"Momentum ITSMA’s expertise has helped us achieve remarkable growth and deepen our client relationships. We are now better equipped to meet the evolving needs of our clients and share new ideas."

Chief Marketing Officer

Building momentum

In 2023, a leading professional services firm sought to deepen relationships with C-suite executives and position itself as a market leader in addressing global challenges. Despite having a long-standing annual survey, the firm aimed to revitalize its approach to deliver more meaningful insights and drive strategic conversations with clients in a rapidly changing environment.

Our engagement

We partnered with the firm to transform its flagship thought leadership survey into a powerful tool to engage clients and drive strategic insight. Key components of the strategy included:

• Collaborating with academics and internal experts to refine survey questions, ensuring impactful results and the ability to benchmark against previous years.
• Running a six-month marketing campaign, using data analysis to provide sector and region-specific insights, and creating customized reports for targeted clients.
• Developing internal tools to empower client-facing teams to generate tailored reports supporting client engagement.

Key outcomes

The revitalized thought leadership survey set a new standard for client engagement, with significant global response, driving sustainable growth in a competitive market.

• A landmark 4,702 executives completed the 2024 survey across 105 countries.
• Over 100 media outlets covered the launch.
• $17.1 million pipeline in the first month from the firm’s top 15 clients.

The success not only strengthened existing relationships but also reinforced the firm’s reputation as a leader in delivering innovative, client-centric insights.