Financial Services Case Study

Leading Financial Services Firm


  • Board of Directors recognized importance of reputation to manage global firm and realized they had minimal corporate level information
  • Client base of top executives (CEOs, CFOs, top fund executives) created hard to survey audience
  • Reputation managed in individual departments with minimal overlap of metrics and information sources


  • Designed global assessment to simplify process and replace complicated multimillion-dollar effort existing within individual departments
  • Continuous assessment of eight stakeholder groups focused on personalized invitations and relationship building to increase response rates among difficult to survey top executives


  • Executive management now has consistent information for decision-making across all departments
  • Launched expanded efforts in their recruiting and alumni programs to establish channels and create consistent company message to these key stakeholders
  • Multiple corporate citizenship programs launched with campaigns to promote their visibility to key stakeholders

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