Sage case study financial services market research growth

Transformar a inteligência do cliente com base em IA num motor de crescimento na Sage

How Sage put insights into action

Desde os conhecimentos orientados por IA até à estratégia empresarial, ajudámos a Sage a colocar os clientes no centro das suas maiores decisões empresariais, transformando a investigação em impacto comercial real e ganhando reconhecimento premiado ao longo do caminho.

The challenge: Turning customer insights into competitive advantage

Sage had no shortage of customer insights, but those insights weren’t always translating into faster, more confident decision-making across key initiatives.

Like many global brands, they needed a way to ensure customer intelligence was not just collected but actively shaping strategic priorities—from high-level corporate planning to marketing and proposition development.

We worked with Sage to help them apply customer insights more effectively across leadership, marketing, and proposition development—ensuring that teams had a clearer, validated view of what mattered most to their customers.

Services used

AI consulting
Personas de IA
Estratégia da marca
Brand positioning research
Informações globais sobre o consumidor

The solution: Bringing customer insights into decision-making

We helped Sage move beyond static research reports to make customer intelligence a real-time input into both strategic planning and proposition development.

  • Corporate strategy was shaped by deep customer intelligence, with AI market landscaping ensuring that leadership decisions were aligned with real market needs.
  • AI-powered Personas gave teams a live view into customer mindsets, helping refine propositions and messaging before going to market.
  • Proposition development became more efficient, allowing Sage to focus resources on commercially viable ideas.

By integrating insight more dynamically into their decision-making, Sage gained a clearer, faster path to growth.

Left hand in the dark, in front of a background glowing purple

Basis & Sage had a huge task, but they made it look easy. They created a multi-country qual and quant study that changed stakeholders’ perception of the value of research.

What the judges said at MRS 2024

The impact

  • Smarter investment decisions – Sage’s five-year roadmap is now grounded in real customer intelligence, reducing wasted spend on misaligned initiatives.
  • Stronger product-market fit – AI Personas helped Sage validate and refine new value propositions, ensuring only the most commercially viable ideas moved forward.
  • Faster time-to-market – With an always-on system for testing ideas, Sage teams can refine messaging and strategy earlier, accelerating go-to-market decisions.
  • Reduced risk in proposition development – By pressure-testing ideas before launch, Sage minimized costly missteps and improved confidence in new offerings.
  • Award-winning recognition – Our work on Sage’s Corporate Strategy won the prestigious MRS 2024 Business Impact of the Year – Global award, recognizing its role in transforming how Sage makes customer-driven decisions.
Businesswoman using screen to unlock building entrance, with neon strings of light floating around her

Esta perceção tocou a nossa liderança... Estabeleceu o imperativo do cliente para a nossa nova estratégia e evidenciou o potencial de espaço que podemos captar nas nossas categorias existentes.

Jon Cowan Chefe de Gabinete do Diretor Executivo, Sage

Looking ahead

For billion-dollar brands, customer insights shouldn’t just inform decisions—they should drive them.

Sage now has a structured, scalable approach to applying customer intelligence—ensuring that leadership, marketing, and product teams are aligned on what truly matters to their customers.

This is more than research.

It’s a new way of making decisions. 

Person wearing a virtual reality headset with red and blue neon lighting creating a double exposure effect

Agora, temos uma versão única da verdade em torno da qual a empresa se está a unir. Tornou-se uma estrela do norte e as nossas equipas utilizam a informação diariamente.

Cath Keers CMO, Sage
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Stylized C for consumers
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