Real firms. Real work. Measurable results.
Financial services organizations are using Wheelhouse today to help teams produce work that is more strategically aligned, respond to opportunities with greater relevance and get more value from the people and systems they already have.
Reaching a new audience without building a new marketing organization
A global financial information provider — well known in the institutional space — is using Wheelhouse to build a more consistent presence with financial advisors and the wealth segment.
The provider’s marketing team uses Wheelhouse to help create market commentary, research-based content and client communications grounded in its product messaging and communications objectives.
Results so far
- Users report stronger alignment to product messaging and communications objectives, with less editorial rework required.
- Users also report saving 5 to 7 hours a week through reduced editorial rework and faster content production.
- The team can produce timely, advisor-ready content across multiple formats from the same strategic foundation.
- Wheelhouse has enabled the team to support an important new audience without creating a separate marketing organization for wealth.
In the client’s words
“Compared with other AI tools we’ve used, Wheelhouse produces content that is significantly closer to publish-ready, with stronger alignment to our product messaging and communications objectives.” — Global Head of Marketing
“It has been a meaningful capacity enabler.” — Director, Marketing Strategy & Planning
“Wheelhouse has made a material difference to what our team is able to produce relative to its size.” — Global Lead, Strategy Marketing
One event. Two businesses. Two different answers.
Another Wheelhouse implementation shows why context matters.
For a well-regarded asset management firm, a competitor’s announcement was important to two different business units — but for different reasons.
For one business, the move was a threat that called for a response. For another, it pointed to an opportunity.
Same fact. Different strategies. Different implications.
Wheelhouse was able to apply the appropriate business context to each — instead of forcing the entire company into one plain vanilla interpretation.
That is the difference between collecting information and knowing what it means to your business.
Where Wheelhouse is being used
Current Wheelhouse implementations span asset management, market data and index services, wealth and advisory businesses, sales enablement, client communications and marketing support.
Different starting points. The same basic problem: turn what the firm knows and what it is trying to accomplish into better, more relevant action.