Brand and Product Positioning Strategy for a Global Artificial Intelligence Sales Technology Company

CustomerMatrix, an artificial intelligence software firm co-headquartered in NYC and Paris, was selling to the largest banks in the world with HSBC as their lead investor. A pioneer in the complex, emerging field of artificial intelligence, they needed a simple way to explain their services to the banking and insurance industries to achieve fast, profitable growth. Poised for expansion with a newly secured $10M round of funding, they required a brand and product positioning strategy.

 
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Solution

We conducted interviews with top executives, sales executives, customers, and partners and conducted primary and secondary market research to help Customer Matrix position their brand in an optimally valued product category. Upon determining the highest value market position and key stakeholder input, Same Page People facilitated an alignment workshop in New York City with senior executives to establish a unified vision and unique brand proposition.

As a result of the clarity and alignment the executive team gained from their workshop, CustomerMatrix engaged Same Page People to facilitate a workshop in Paris to align their global sales and customer service teams with the company vision and mobilize for product delivery.

Results

CustomerMatrix was aligned at all levels and focused on how to position their product to clients in sales conversations and project implementations. Their brand and product naming architecture that resonated well with their clients, prospects and partners.  They were subsequently acquired.

Facilitated Team Workshops

Facilitated Team Workshops

Strategic Messaging Elements

Strategic Messaging Elements

Facilitated Team Workshops

Facilitated Team Workshops