Where does your firm stand compared to your direct competitors?
Firms in the Leading quadrant consistently see…
- 2.5× higher client acquisition & retention[1]
- 1.8× greater revenue growth & profitability[2]
- More high-value clients[3]
- Stronger pricing confidence & fee resilience[4]
- 20–50% greater enterprise value at exit[5]
Request your Competitive Edge Index
Removing the guesswork from growth
Too many financial firms invest in marketing that worked last year. Most have no systematic way to measure where they truly stand, what is working, what is not, and where to focus for the greatest impact. The Competitive Edge Index changes that.
Without clarity on your position…
- You deliver great work, but prospects often choose a competitor.
- You need more clients, but you are unsure which actions will make a difference.
- You suspect a competitor is outperforming you, but you are unsure why.
- Growth decisions are driven by instinct or habit, not evidence.
- Growth feels harder than it should, and you cannot see what is holding you back.
With clarity from the Edge Index…
- Diagnose the specific friction points in your client acquisition journey, with potential solutions.
- Recommend where to focus attention and action for greatest growth impact.
- Compare your firm's strengths and gaps against your top competitors.
- Replace guesswork with insight to prioritise growth activity.
- Confirm what is working, what is not, and where your biggest opportunities lie.
The Competitive Edge Index: the bigger picture
Every completed assessment adds anonymised scores to the aggregate Edge Index, a growing record of brand performance across financial-services SMEs. Over time, the Index will reveal trends in brand maturity across sectors, regions, firm types and performance correlations.
As a participant, you will 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] How To Earn Customers' Trust, Forrester. [2] Internal benchmark across SME financial services brands. [3] ABA Banking Journal. [4] Edelman Trust Barometer. [5] Brand perception, cash flow volatility and financial policy, Journal of Financial Economics; The Financial Power of Brand Preference, Forbes.