Deep expertise that wasn’t coming across, given a home for members and a way to sell it.
Stewart & Co had a high level of expertise, but it wasn’t being communicated, and their clients had nowhere to interact. We gave them a members’ portal for resources, education and their advisory picks, and an internal sales platform with full analytics.
Inside the members’ portal
- 01Learning tracksEducation, in order
- 02Advisory picksDaily portfolio signals
- 03EpisodesRegular market briefings
- 04EventsRSVPs and replays
- 05CommunityMembers talking to each other
The sales platform
- 01Deal stagesEvery licensing deal, tracked from first call
- 02AnalyticsWho uses the platform, and how
- 03Member needsWhat to build and teach next
Expertise, made visible.
Members now have one place for resources, education and Stewart & Co’s advisory picks. Internally, the sales platform tracks deal stages and gives full analytics on the platform, so the team can understand its users and meet their needs.
- Client
- Stewart & Co
- Scope
- Website
- Members’ portal
- Sales platform
- Analytics
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