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Track record

Decisions we have supported.

A selection from more than 150 completed engagements, across financial services and regulated markets. Included to give a sense of the range of decisions and settings this work addresses.

Decision
Sector
Type
Public SectorStakeholder Proximity

A public sector organisation in the UK was preparing to take over the delivery of services to a large and dispersed user community of hundreds of thousands of service users, and needed to understand the lived realities of those users before assuming responsibility.

The approach

We designed a mixed method programme that combined a national survey with qualitative interviews and filmed in-home conversations. The approach traced how individuals engaged with relevant services at the point of transition into civilian life, and how those interactions evolved over the years and decades that followed. Findings were drawn together to give a rounded picture of needs, frictions and expectations across the full user journey.

What it enabled

The incoming organisation was able to step into the role with a grounded understanding of the people it would be serving, rather than relying on assumptions inherited from previous arrangements. It could prioritise the touchpoints that mattered most to users, anticipate where support was likely to fall short, and shape its operating model around evidence drawn directly from those with experience of the service.

Market entryOtherStakeholder Proximity

An enterprise software provider was preparing to introduce an industrial AI proposition into sectors where buying committees were complex, technically sceptical, and unfamiliar with the firm's positioning in this category.

The approach

We provided ongoing stakeholder proximity across the target industries, building a structured understanding of how operational leaders, technical buyers, and influencers were thinking about industrial AI adoption. The work involved sustained engagement with senior figures across manufacturing and adjacent asset-heavy sectors, tracking how needs, objections, and procurement logic shifted over time. Findings were fed back into the client's commercial and product teams in a continuous rhythm rather than as a single report.

What it enabled

The client was able to refine its proposition against live signals from the people it was trying to reach, rather than internal assumptions. Go-to-market choices, messaging, and sequencing of sector entry could be tested and adjusted before significant resource was committed. Senior leaders gained a steady line of sight into how the category was being received in the markets that mattered most.

Pre-commitmentFinancial ServicesExpert Network

A specialist insurance market research programme required direct access to practising underwriters and brokers operating within the Lloyd's market to inform product development work ahead of a significant platform commitment.

The approach

We identified and recruited underwriters and brokers with active Lloyd's market experience, applying detailed screening to confirm current role seniority and the specific lines of business required. Given the professional sensitivity of the audience and the specialist nature of the brief, participants were approached directly and recruited through established networks rather than open panels.

What it enabled

The research team was able to conduct structured interviews with practitioners whose expertise directly matched the product questions under development, providing a level of market specificity that panel suppliers could not reliably deliver. The findings gave the product team a grounded view of market dynamics before committing to the platform direction.

Policy positioningAviation & TransportStakeholder Proximity

An international aviation standards body was developing a revised framework for financial settlement across the sector and needed to understand how member airlines and settlement intermediaries would respond before the proposal was formally advanced.

The approach

We engaged senior representatives from airlines, ground handlers, and financial intermediaries across multiple markets, speaking with each independently to establish where genuine support existed, where concerns were unresolved, and where the stated position differed from the private view. The engagement was structured around the specific questions the standards body needed answered before committing to the consultation timeline.

What it enabled

The body was able to enter the formal consultation process with a clear picture of where member opinion actually stood, which proposals would attract resistance, and where the framing needed to change before the proposal was circulated. It changed both the content and the sequencing of how the initiative was advanced.

Strategic reviewFinancial ServicesExpert Network

A leading UK insurer needed to engage insurance brokers across the market to understand how intermediary relationships and distribution dynamics were evolving before committing to a strategic review of its broker proposition.

The approach

We recruited practising insurance brokers across the UK market, covering a range of firm sizes and specialisms to reflect the diversity of the intermediary landscape. Each participant was screened to confirm active brokering responsibility and decision-making authority, ensuring the research captured genuine commercial experience rather than peripheral involvement.

What it enabled

The strategic team received direct input from the intermediary segment it was seeking to understand, grounding its proposition review in how brokers were actually experiencing the market and where their priorities were shifting. The findings shaped both the product direction and the commercial engagement approach that followed.

Strategic reviewEnergy & UtilitiesStrategic Advisory

A specialist infrastructure services business, recently acquired by a private equity-backed group, needed clarity on how key customers and market stakeholders perceived the business under its new ownership before it could commit to a growth strategy.

The approach

We spoke with senior leaders across the business to establish how the acquisition had landed, what customers most valued about the business, and where they saw the relationship going under new ownership. The engagement was structured to surface views that were unlikely to emerge in direct commercial conversations.

What it enabled

The leadership team received a clear, independent read on where its market positioning was strong and where it needed active attention. The findings directly informed how the business prioritised its commercial conversations and shaped the growth strategy it presented to its PE-backed parent.

Strategic reviewFinancial ServicesExpert Network

A major UK retail bank needed to understand the needs and experiences of its premier banking customers to inform the redesign of a proposition that would serve a high-value segment with significantly different expectations from mass-market retail.

The approach

We recruited premier banking customers who held accounts with the relevant institution and met the profile criteria for the target segment, ensuring participants had genuine experience of the proposition under review. The recruitment was handled discreetly given the sensitivity of engaging existing customers and the importance of avoiding any commercial or retention framing.

What it enabled

The proposition team received candid insight from the customers whose experience mattered most to the redesign, surfacing what the segment valued, where the existing service fell short, and what would drive genuine loyalty at this level. The findings directly informed the proposition changes taken forward.

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Pre-commitmentFinancial ServicesExpert Network

A leading UK challenger bank needed to understand the decision-making processes and unmet needs of small and medium-sized business owners across different segments before committing to a product development direction.

The approach

We identified and engaged business owners and senior decision-makers across the target segments, matching the exact profile mix the research required. Participants were recruited through direct approaches to ensure they reflected genuine operational experience rather than self-selected panel responses.

What it enabled

The research team received access to the precise audience needed to validate product hypotheses before committing to development investment. The quality of the recruitment allowed the team to move directly into substantive discovery interviews without remediation.

Portfolio decisionReal EstateStrategic Advisory

A major property and retail group operating across the Gulf region needed to understand how its REIT structure and asset transition strategy were being perceived by institutional investors and capital market stakeholders before advancing a significant restructuring initiative.

The approach

We engaged institutional investors, analysts, and capital market advisers with direct knowledge of Gulf-region real estate and REIT structures, speaking with each independently to establish how the group was positioned in the market, where concerns existed around the transition strategy, and what the investor community would need to see to maintain confidence through the process.

What it enabled

The leadership team received an independent read on investor sentiment at a moment when that intelligence was critical to sequencing the transition correctly. The findings allowed the team to address specific concerns before they became obstacles and shaped how the restructuring was communicated to the capital markets.

Strategic reviewEnergy & UtilitiesExpert Network

A global energy company developing its strategy for alternative and renewable energy investment needed direct access to senior decision-makers who were actively shaping energy transition programmes across major organisations.

The approach

We identified and engaged professionals with current strategic responsibility for alternative energy investment and transition planning across corporate and institutional organisations globally, applying rigorous screening to confirm seniority and genuine decision-making authority rather than advisory or policy roles. The breadth of the brief required coordinated recruitment across multiple geographies and industry sectors.

What it enabled

The strategy team was able to engage directly with the people whose decisions were shaping the energy transition landscape, providing a grounded view of where investment priorities were forming and what was driving them at the senior level. The quality and seniority of the participant group gave the findings a credibility that desk research could not replicate.

Policy positioningEnergy & UtilitiesStakeholder Proximity

A global chemicals manufacturer needed to understand how key policy influencers and regulatory stakeholders in Brazil were forming views about the industry before shaping its external communications approach in a market where relationships were underdeveloped.

The approach

We identified and engaged individuals with genuine proximity to policy decision-making in the relevant regulatory and governmental circles, speaking with each independently to establish where views were forming, what was driving them, and how well the organisation's existing communications were landing with the people who actually mattered.

What it enabled

The communications team was able to build a targeted stakeholder map grounded in real insight rather than assumed influence, and the findings gave the leadership team a clear picture of which relationships to prioritise and what their messaging needed to address before the next phase of engagement.

Regulatory submissionProfessional ServicesExpert Network

A professional services firm needed to engage senior ESG and sustainability compliance professionals in the United States to understand how regulatory and reporting obligations were being interpreted and managed at the operational level.

The approach

We recruited senior professionals with current responsibility for ESG compliance and sustainability reporting across US-based organisations, screening for genuine operational authority over compliance decisions rather than policy or advisory functions. Given the evolving regulatory environment and the sensitivity of the topic, participants were selected for their willingness to speak candidly about implementation challenges.

What it enabled

The research team gained direct access to the practitioners navigating compliance obligations in real organisations, providing an operational perspective on how requirements were being interpreted and where the pressure points were emerging. The findings grounded the firm's understanding of the market in practical reality rather than regulatory text.

Pre-commitmentFinancial ServicesExpert Network

A financial data and analytics provider needed direct access to current and former portfolio managers in asset management to validate product assumptions before a significant development commitment.

The approach

We sourced senior portfolio managers with current or recent experience in the target segment and investor type, applying rigorous screening to ensure participants could speak to the specific product questions under development. The engagement was handled discreetly given the seniority and professional sensitivity of the audience.

What it enabled

The product team was able to conduct structured research interviews with precisely the right people, avoiding the dilution of insight that comes from panel recruitment. The findings gave the team confidence in where to develop and where to pull back before committing significant resource.

Strategic reviewEnergy & UtilitiesExpert Network

A strategic design and innovation consultancy working with a global energy company needed to engage professionals with direct experience of industrial decarbonisation programmes to inform a forward-looking strategy project.

The approach

We identified and engaged professionals across the European Union and United States who were working on or had recently completed significant decarbonisation initiatives in industrial and energy contexts, recruiting across a range of sectors and organisation types to reflect the breadth of the landscape. Each participant was screened to confirm genuine operational involvement rather than policy or communications roles.

What it enabled

The consultancy team was able to conduct interviews with practitioners who had lived experience of the challenges and trade-offs involved in large-scale decarbonisation, providing a foundation for the strategy work that went beyond published case studies and industry reports. The findings shaped the direction of the project in a way that secondary research alone could not have supported.

Does this look like your situation?

Every engagement starts with a conversation. Tell us the decision you are facing and we will tell you directly whether we can help.

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Strategic reviewFinancial ServicesExpert Network

A global insurer needed to engage corporate insurance decision-makers in the United Kingdom and United States to understand how large organisations were approaching risk transfer and coverage strategy in a period of significant market change.

The approach

We recruited senior professionals with current responsibility for corporate insurance purchasing and risk management decisions across large organisations in both markets, applying screening criteria that confirmed budget authority, coverage scale, and decision-making seniority. The dual-market brief required coordinated recruitment that maintained consistent profile quality across significantly different insurance market structures.

What it enabled

The commercial team received direct insight from the buyers its proposition needed to reach, covering how coverage decisions were being made, what was driving changes to risk appetite, and how the insurer's positioning compared to alternatives in each market. The findings informed both the product strategy and the sales approach across the two territories.

Stakeholder mappingPublic SectorStakeholder Proximity

A strategic advisory firm needed to establish a standing panel of policy influencers across four African markets to maintain ongoing visibility into how political decisions were being shaped in environments with limited public transparency.

The approach

We identified and onboarded individuals across South Africa, Ghana, Nigeria, and Kenya who were either close to political decision-making or had direct visibility of how decisions were forming. The panel was structured as a longitudinal group, with participants selected for their genuine proximity to decision-making rather than their public profile.

What it enabled

The advisory firm was able to provide clients with a consistent, independently maintained read on where policy was moving ahead of the point at which those movements became publicly visible. The panel created a durable intelligence asset that continued to deliver value beyond the initial engagement.

Pre-commitmentFinancial ServicesExpert Network

A major US financial institution needed to understand how self-directed retail investors were making investment decisions and what was shaping their engagement with digital investment platforms before committing to a product development direction.

The approach

We recruited active self-directed investors in the United States who were managing their own portfolios through digital platforms, screening for genuine investment activity and decision-making independence rather than occasional or passive engagement. The research required participants who could speak to the actual experience of navigating investment decisions without professional intermediary support.

What it enabled

The product team was able to test assumptions about investor behaviour, platform preferences, and decision-making drivers with precisely the audience its proposition needed to serve. The findings provided a direct read on where self-directed investors were underserved and what would drive meaningful engagement with a redesigned product.

Pre-commitmentPublic SectorStakeholder Proximity

A technology services firm preparing a major public sector bid needed to understand how end-users and key stakeholders experienced the existing service before submitting, so it could build a customer strategy grounded in real insight rather than internal assumption.

The approach

We engaged business users, public organisations, and emergency responders who interacted with the existing service, speaking with each independently to establish the genuine pain points, what mattered most in practice, and where a new provider would need to demonstrate clear improvement.

What it enabled

The bid team was able to build a customer strategy directly informed by the people it would be serving rather than by assumption. The research materially strengthened the bid's credibility on service design and gave the team concrete, defensible evidence to support its commercial proposition.

Policy positioningTechnologyExpert Network

A UK government department needed to engage investors active in the early-stage technology startup ecosystem to understand how funding decisions were being made and what was shaping investor appetite for deep tech and innovation-led businesses.

The approach

We identified and recruited investors with active portfolios in UK technology startups, covering a range of fund sizes and investment stages to reflect the breadth of the early-stage ecosystem. Participants were screened to confirm current investment activity and genuine decision-making authority, ensuring the research captured live market dynamics rather than historical perspectives.

What it enabled

The policy team received direct insight from the investors whose decisions were shaping the early-stage funding landscape, providing a grounded view of where capital was flowing, what was driving allocation decisions, and where systemic barriers were limiting investment activity. The findings informed the department's approach to supporting the startup ecosystem.

Market entryFinancial ServicesExpert Network

A European payments infrastructure provider preparing to enter the US market needed a clear read on how enterprise merchants in key verticals were thinking about payment acceptance before finalising its go-to-market proposition.

The approach

We identified and engaged senior payment decision-makers at enterprise merchants in the target sectors, matching the specific profile mix required across company size, market position, and payment infrastructure complexity. Participants were recruited through direct outreach to ensure genuine operational authority and commercial relevance.

What it enabled

The team was able to test pricing assumptions, messaging, and product positioning with the exact decision-makers whose behaviour the proposition needed to address, allowing it to sharpen both the commercial strategy and the product roadmap before committing to the US entry.

Strategic reviewEnergy & UtilitiesExpert Network

A major energy supplier needed to understand how business energy buyers in the United Kingdom and Ireland were approaching procurement decisions and managing energy costs in a period of significant price volatility.

The approach

We recruited senior professionals with current responsibility for energy procurement across business customers in both markets, covering a range of organisation sizes and consumption profiles. Each participant was screened to confirm active procurement authority and direct engagement with the energy market rather than delegated or outsourced arrangements.

What it enabled

The commercial team received direct input from the buyers it was seeking to serve, surfacing how procurement decisions were being made under pressure, what was driving switches between suppliers, and where unmet needs existed in the market. The findings shaped the commercial proposition and the approach to customer engagement in both territories.

Does this look like your situation?

Every engagement starts with a conversation. Tell us the decision you are facing and we will tell you directly whether we can help.

Book a conversation
Pre-commitmentProfessional ServicesExpert Network

A leading vocational education and skills organisation needed to engage learning and development professionals globally to understand how organisations were approaching workforce capability investment before launching a significant product initiative.

The approach

We recruited learning and development professionals with current responsibility for capability strategy and training investment across large organisations, covering multiple geographies and sectors to reflect the global scope of the brief. Participants were screened to confirm budget responsibility and genuine decision-making authority over L&D programmes rather than delivery or facilitation roles.

What it enabled

The product team received direct insight from the buyers its initiative needed to reach, providing a grounded view of how L&D investment decisions were being made, what was driving or constraining budget allocation, and where the gaps in existing provision were most acute. The findings shaped both the product design and the go-to-market positioning.

Strategic reviewFinancial ServicesExpert Network

A global bank needed to conduct multi-market research with small business customers across five territories to support a strategic review of its business banking proposition.

The approach

We recruited small business owners and financial decision-makers across Hong Kong, Singapore, India, the United States, and the United Kingdom, coordinating across five markets simultaneously and maintaining consistent quality and profile accuracy in each. The brief required sector and size criteria that standard panel suppliers could not reliably serve.

What it enabled

The research programme ran across all five markets on schedule, with the client able to proceed directly to fieldwork without remediation. The quality and consistency of participants allowed the research team to draw meaningful comparisons across markets rather than adjusting for sample variability.

Regulatory submissionEnergy & UtilitiesExpert Network

A data and technology business serving the water sector needed to engage senior stakeholders across the UK water industry to understand how utilities were approaching operational and investment decisions ahead of a regulatory price review period.

The approach

We identified and engaged senior professionals across UK water utilities with responsibility for operational strategy, capital investment, and regulatory engagement, recruiting across a range of organisation sizes and ownership structures. The specialist nature of the sector required direct approaches to individuals rather than panel recruitment, given the limited size of the addressable expert community.

What it enabled

The business was able to develop a clearer picture of how its target customers were thinking about investment priorities and technology adoption in the context of the regulatory cycle, grounding its commercial and product strategy in the actual pressures and constraints facing the sector. The findings informed both the product roadmap and the approach to customer engagement.

Strategic reviewReal EstateExpert Network

A major UK real estate institution needed senior-level access to professionals with direct experience shaping large-scale mixed-use and residential communities to inform a forward-looking strategic initiative.

The approach

We identified and engaged professionals with current or recent senior responsibility for the planning, development, and management of large-scale community developments in the UK, approaching each discreetly to ensure participants were comfortable contributing to an anonymised research process.

What it enabled

The strategic team gained direct access to the kind of practitioner insight that is rarely available through secondary research or industry events, allowing it to ground its thinking in the real complexities and trade-offs others had navigated. The findings informed both the internal strategy and how the institution positioned itself in external stakeholder conversations.

Pre-commitmentEnergy & UtilitiesExpert Network

A global speciality chemicals and clean technology business developing a blue hydrogen production strategy needed to engage senior decision-makers with direct experience of large-scale hydrogen and low-carbon energy projects.

The approach

We identified and recruited professionals with current or recent responsibility for hydrogen production investment and low-carbon industrial projects across major energy, chemicals, and industrial organisations globally, applying rigorous screening to confirm the scale and seniority of their involvement. The specialist nature of the audience and the sensitivity of the topic required direct outreach and careful participant management.

What it enabled

The strategy team was able to engage with practitioners who had lived experience of the technical, commercial, and regulatory challenges involved in large-scale hydrogen projects, providing a level of insight that published research and industry reports could not replicate. The findings informed the investment case and shaped how the business positioned its technology in the market.

Pre-commitmentAviation & TransportExpert Network

A major commercial vehicle manufacturer needed to understand how fleet operators in the United Kingdom were approaching vehicle procurement and total cost of ownership decisions before finalising the commercial strategy for a new product line.

The approach

We recruited fleet operators and transport managers across the UK with current responsibility for commercial vehicle procurement and fleet management decisions, covering a range of fleet sizes and operating sectors. Each participant was screened to confirm active purchasing authority and direct operational engagement with the vehicles and cost structures the research required.

What it enabled

The commercial team was able to test product assumptions, pricing structures, and specification priorities with the fleet decision-makers its proposition needed to address, providing a direct read on what would drive purchase decisions and where the competitive landscape was shifting. The findings shaped the product positioning and the commercial approach ahead of the launch.

Working in a sector you don’t see here?

These are a small selection of the engagements we have completed. If you want to know whether we have done relevant work in your area, or whether your situation is one we could help with, send us a message and we will give you a direct answer.

Tell us the decision. We will tell you what your stakeholders actually think.

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