Case Study – IDS Financial Services

Client Problem

Based in Florida, IDS were a new entrant to the US financial services market. They had developed a suite of FS products based on a ground-breaking, proprietary SAAS software platform. Their challenge was two-fold – identify priority opportunities to use first mover advantage to rapidly scale and; assess whether the SAAS platform, given its’ unique functionality, had potential to be sold to other financial services organisations.

Ardan Insight solution

  • Step one was identification of all of the markets and sub-sectors for the suite of IDS products. This included deep dive reviews of all major US financial services sectors with identification of those representing the most immediate opportunity
  • Next was development of a clear and differentiated Value Proposition for each product. This included definition of marketing messaging and identification of effective routes to market including partnering and JV
  • Finally, a full assessment of the SAAS platform allowed us to work with the IDS Senior Leadership Team to identify a clear opportunity for this software product for multiple market applications

Outcome

  • Clear Value Proposition by financial services product supported by a fully defined year 1 launch and year 2 growth plan
  • A differentiated Value Proposition for the SAAS product with defined target markets and potential customers and partners identified
  • Ardan Insight retained as ongoing advisers on Go-to-Market strategy deployment