The Brand Maturity Snapshot

Where does your firm stand
compared to your competitors?

Firms with a mature brand consistently see…

  • 2.5x higher client acquisition & retention(1)
  • 1.8x greater revenue growth & higher profitability(2,3)
  • More high-value clients(4)
  • Stronger pricing confidence & fee resilience(5)
  • 19.5%–50% greater enterprise value(6)

Snapshot highlights

  • A strategic diagnostic using the same methodology we follow with our clients and for our comprehensive Brand Maturity Intelligence Reports
  • A complimentary and confidential professionally designed report
  • Discover your current capacity for sustainable growth with scores for Brand Perception and Brand Awareness.
  • Top recommendations to leverage your strengths and unlock opportunities
  • Objective comparisons against your main competitors

What happens next

  1. Complete the Brand Maturity Snapshot request form
  2. We will analyse your firm and competitors using our proprietary research and assessment methodology
  3. When the analysis is complete we will compile your confidential report
  4. You’ll receive an email when the report is ready for you to download

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Request your Brand Maturity Snapshot

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    Brand Maturity Index: the bigger picture

    Every completed assessment adds anonymised scores to the Brand Maturity Index, a growing record of brand performance across financial services. Over time, the Index will reveal trends in brand maturity across sectors, regions, firm types, and performance correlations.

    As a participant, you’ll gain access to aggregated anonymised insights that reveal what good looks like in your sector and niche. Compare with your own report to see where your firm stands. The more firms that participate, the richer and more valuable the Index becomes for everyone.

    References

    1. 93% of customers with high trust in their financial provider would recommend them, compared to just 39% of those with low trust. 90% of high-trust customers are willing to open another account, versus only 34% of low-trust customers. Financial Services Firms Need To Learn How To Earn Customers’ Trust, Forrester 2022.
    2. Firms that invest strategically in brand achieve 13.6% annual growth, nearly double the industry average of 7.4%. Discovering the real ROI of rebranding for financial institutions, ABA Banking Journal 2025.
    3. Digitally mature firms (a proxy for overall brand maturity) are approximately three times more likely to report net revenue growth and net profit margins significantly above their industry average. Uncovering the connection between digital maturity and financial performance Deloitte Insights 2020.
    4. 81% of consumers must trust a brand before making a purchase. Edelman Trust Barometer 2024.
    5. Firms with strong brand perception experience lower volatility of future cash flows. Brand perception, cash flow stability, and financial policy, Journal of Financial Economics 2013.
    6. On average, a company’s brand contributes 19.5% to its total value, with this figure exceeding 50% in certain cases. The Financial Power of Brand Preference, Forbes 2019.