IDEAS AND ACTION

We are an award-winning client engagement consultancy specialising in the financial services sector... Ideas and Action conducted a global survey among 300 treasurers and CFOs to understand their criteria for valuable content, and how this influences their decisions to purchase more from financial services firms. To find out how you can create marketing content that engages your clients throughout the sales process... Ideas and Action conducted rapid research among 100 treasurers and CFOs between 8th - 14th April to gain a snapshot of treasurers' and CFOs' priorities during the COVID-19 crisis and how they anticipate these priorities evolving over the coming 12 months.