Core Financial Services: Competitor Intelligence

Amplyfi’s Competitor Intelligence enables you to enhance market share and improve strategic decision-making. By monitoring competitor landscapes, you gain a broader and deeper understanding, allowing more teams within your organisation to benefit from the insights.


Example Use Case

If you’re scouting for unknown financial advisory solutions in South America targeting High Net Worth individuals, Competitor Intelligence helps you identify potential acquisition targets earlier, giving you a competitive edge in expanding market presence.


Competitor Intelligence: Overview


Best Practices: Competitor Intelligence

Defining Competitors
  • Established - are likely to be easy to find content for, be more focused
  • Emerging - are likely to have lower content coverage, you may want to monitor for all mentions of them - though expect noise
Competitor Content
  • Focus on official announcements first - Annual Reports, Earnings Calls, Website, Press Releases, Official Social Media and Leadership statements in trusted news sources
  • Expand to content that mentions next - focus on industry news that is likely to share changes earlier than broader focused sources
Think About the User
  • Different Teams require different Competitor Insights e.g Sales teams are likely more interested in pricing changes, product teams features and marketing teams positioning
  • For leadership and strategy consider making “competitor landscapes” based on strength of association with specific topics or more structured data such as revenue numbers
Scouting for New Competitors
  • Define specific terms that are related to your solution segments e.g. Wealth Management App, rather than “Financial Services”
  • Alert for emerging organisations such as startups, but also large organisations acquiring or launching new solutions
  • Search across Industry, PR & Startup News content as this is likely to be where the first rumours and funding announcements emerge

Case Study: Top 10 Global Medical Device OEM

A leading medical device OEM used AMPLYFI’s Competitor Intelligence to drive cross-sell and upsell opportunities for their field sales teams. By analysing competitor product reviews and CRM notes, the company achieved:

  • 1 Month to ROI for their Field Sales Team Programme
  • 10x ROI after 24 months of using Competitor Intelligence
  • 8,000 CRM Notes Analysed, saving 8 months of human analyst time

“AMPLYFI enables our teams to be more informed and thus compete better,” shared a Director of Sales, emphasising the strategic advantage gained from Competitor Intelligence.