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Expert Network Firm

An Expert Network Firm connects business professionals and companies with industry experts to gain critical insights and make informed decisions. The firm monetizes this service by charging clients a fee for access to consultations, reports, and interactions with these experts. These engagements can range from one-on-one calls and meetings to more in-depth consulting projects, depending on the client's needs. The firm's revenue model typically includes subscription fees, pay-per-consultation fees, or a combination of both.

Challenges

Emma, a mid-level account manager in Chicago, is tasked with enhancing the firm’s value proposition to retain a high-profile investment bank as a client. The bank has increasingly relied on direct engagement with startups and academia for insights, perceiving them as more cutting-edge than the traditional expert networks. Emma faces the dual challenge of demonstrating the unique value her firm can offer over these direct engagements and identifying new, compelling experts that can sway the investment bank’s opinion.

Solution

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User Journey

  1. Insight Discovery: Emma receives an email from the AI platform highlighting an article about the latest fintech trends and mentioning a breakthrough in AI research relevant to the bank’s interests.
  2. Expert Matching: The platform automatically suggests connecting with the fintech innovator, the AI scientist, and the expert with the new analysis method, highlighting their potential impact on the investment bank’s strategic goals.
  3. Event Organization: Emma organizes the exclusive roundtable discussion, using the AI platform to manage invitations, prepare briefing materials, and ensure all logistics are seamlessly handled.
  4. Strategic Engagement: During the event, the experts share their insights, facilitated by targeted questions from Emma to draw out information most relevant to the bank’s interests.
  5. Follow-Up and Deal Closure: Emma uses the AI platform to send follow-up materials to the bank’s team, address any additional questions, and finalize the terms of the renewed contract.
  6. Success and Reflection: The investment bank expresses high satisfaction with the insights gained, securing Emma’s firm as a critical partner. The successful use of AI to enhance the expert network’s service offering becomes a model for future client engagements.

Result

The roundtable discussion proves to be a resounding success, with the investment bank gaining actionable insights that directly inform their strategy, leading to a renewed and expanded contract with Emma’s firm.

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