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CASE STUDIES

See why the top companies trust Genius Drive to develop, accelerate and scale their value programs.
K1x
CONVERSUS
EverView
PFM
ESG
TAMING DATA CHAOS IN ALTERNATIVE INVESTMENTS

K1x is the leading data distribution platform for alternative investments. The fintech company’s AI-powered SaaS solution digitizes and distributes data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS andstate taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control, transparency, and accessibility.

ENGAGEMENT

  • Leveraged the PIVOT method to develop compelling value storytelling framework and scripts for new platform positioning and branding / identity.
  • Helped embody the value storytelling into a new Point of Value presentation and infographic.
  • Developed ROI / Value models and white papers to communicate and quantify value for prospects
  • Worked with key accounts to develop business cases and win new business.

RESULTS

  • Helped the company pivot from selling features to articulating business value to frugal clients.
  • Enabled sellers to articulate differentiating value to new prospects.
  • Helped deliver financial justification into more deals to accelerate decisions and drive more wins.
“Genius Drive acts as an essential extension of our team, helping us to quickly codify our unique value story and transition our team from selling products to collaborating with our customers on savings and positive financial outcomes. With Genius Drive we rapidly enabled our marketing content to inspire action, and empowered our new sales team with the tools needed to credibly communicate and quantify our unique value to prospects.”

Ken Powell
Chief Revenue Officer

CONVERSUS (A Stepstone Company)

Conversus is an investment firm that helps convert the private market advantages enjoyed by large institutional investors into opportunities for high net worth and small institutional investors.

ENGAGEMENT

  • Helped with initial company launch and go-to-market positioning on the organization’s first alternative investment solution – CPRIM.
  • Developed initial value messaging and storytelling using the new PIVOT method.
  • Developed initial client presentations and infographics to help in marketing outreach and especially for sellers to engage with prospects.

RESULTS

  • Helped the company pivot from selling features to articulating business value to frugal clients.
  • Enabled sellers to articulate differentiating value to new prospects.
  • Helped deliver financial justification into more deals to accelerate decisions and drive more wins.

“As we launched our new fund, we had to create compelling storytelling, explaining our differentiating value to new prospects. Leveraging Genius Drive’s messaging expertise and services, we codified our customer’s challenges and built compelling infographics, presentations and more to prove the value of our new solution, improve customer engagement and grow our business at record levels.”

Neil Menard
Partner, President of Global Distribution

EverView (Formerly OSG Connect)

EverView is a a global provider of billing and payment solutions, helping their customers accelerate a shift from paper to digital billing and payments, helping companies to reduce costs, accelerate payments and unlock new business opportunities.

ENGAGEMENT

  • Played a pivotal role in articulating the company’s new identity and platform launch.
  • Leveraged the new PIVOT method to develop compelling value storytelling for the new platform and identity.
  • Helped embody the messaging into a new Point of Value presentation and infographic.

RESULTS

  • Dramatically simplified and improved the effectiveness of launch messaging.
  • Enabled better engagements with press, investors and customers.

PFM Asset Management (A part of US Bank)

PFM Asset Management is a financial services firm specializing in public sector, non-profit foundation asset portfolio and invest management.

ENGAGEMENT

  • Conducted virtual and in-person training sessions and workshops to help overcome key selling challenges and up-skill the sales teams.
  • Leveraged the PIVOT method to help sellers transition from explaining products to educating buyers on key problems and co-visioning solutions to deliver significant business outcomes.

RESULTS

  • Improved seller engagement at a critical time, post a merger with a larger bank.
  • Improved prospecting outreach and booking success rates.
  • Improved new client close and competitive win rates.
  • Boosted new product and solution up and cross selling to existing customers.

“Genius Drive empowered our team with the right content and training to pivot from pitching our firm and products, to better connecting with buyer challenges and articulating our unique value, leading to major wins and record growth.”

Steven Alexander
Managing Director at PFM Asset Management

ESG (A division of TechTarget)

ESG is a leading independent research and advisory firm, helping their technology-centric clients better understand, market and sell to customers.

ENGAGEMENT

  • Authored value storytelling white papers for key industry challenges, quantifying the cost of inaction and value of change in overcoming those challenges.
  • Leveraged the PIVOT method to help organize the white paper to fuel more inspiring and impactful engagements.
  • Research, modeling and authoring to assure trustworthy content and compelling results.

RESULTS

  • Fulfilled on difficult project deliverables and timeline.
  • Accelerated new revenue, customer and client project acquisitions.
  • Elevated the ESG brand.

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Looking to articulate value with your customers? Partner with us to accelerate your value journey and maximize your outcomes.
Genius Drive empowers B2B solution providers to better articulate differentiating value across the entire customer lifecycle.

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