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Presentations

Better Product Roadmaps: a Jobs To Be Done Case Study (Oct/23)
Based on his deep expertise applying the Jobs To Be Done framework, Phase 5 Partner Steve Hansen shares keys to getting from "jobs" to successful products.
Small Business's Unmet Financial Needs (Sep/23)
To serve SMBs, consider the way business leaders think of the “financial operations” of their business. Our 2023 research explores 6 different categories in depth, and shows how responses have changed over time.
Can Synthetic Respondents Provide Natural Insights? (Sep/23)
Review specific cases of using "synthetic respondents" and compare their responses to real people in order to better understand when and how to use this high tech research approach.
Insights from the 2023 F2SB Study - Marketing to SMEs (Apr/23)
Based on our 2023 Study of Small & Medium Business financial strategy & operational needs, learn what financial institutions can do to better serve this important segment.
JTBD + CJM: An Innovative Approach to Innovation (Jun/22)
Learn from Phase 5 Partner Steve Hansen how to combine Jobs-To-Be-Done with Customer Journey Mapping for better, more customer-centric innovation.
How to Deliver a Winning Experience Across Channels & Constituencies (Jun/22)
Learn how User Experience, Customer Experience, and Employee Experience were reviewed and assessed holistically to arrive at specific initiatives that work together to deliver a better overall experience at London Stock Exchange Group.
How 2021 is Opening Wallets & Opportunities (Sep/21)
Based on our 2021 study of over 2,000 consumers and small businesses, learn how customer needs and expectations have changed in light of the pandemic, whether that change is expected to last, and what financial services companies should do about it.
Customer Journey Mapping as a Unifier Across Silos (Sep/21)
Led by Phase 5 Partner Andreas Noe and Phase 5 Client Tanya Fowler, dive deeper into lessons learned during the journey mapping process, and see how these insights informed FCT's actions ultimately leading them to the customer's "Victory Circle".
Driving a Customer Centric Culture from the Outside In (Sep/21)
Ever wondered how a company can claim to be "customer obsessed" and yet can't put the customer at the center of what they do because of the walls between corporate departments and product divisions? This case study illustrates how to overcome these challenges.
Customer-Centric Innovation in a B2B Environment (May/21)
Phase 5 Partner Steve Hansen teams up with client Nicole Strong (IPEX Manager of Customer Insight and Ideation) to share this case study presentation of a successful new approach to customer-centric innovation at the Insights Association NEXT Conference.
CMA Webinar: The State of Small & Medium Business in Canada (May/21)
Miki Velemirovich, President of Phase 5 agency partner Cargo presents topline findings from our joint State of SMB study completed in 2021 (Small & Medium Business). Learn do's and don'ts for enterprise marketers who serve Canadian SMBs.
Heads Up - The State of Small & Medium Business in 2021 (Apr/21)
Based on our February 2021 survey of 2,000 North American SMBs with agency partner Cargo, this research explores drivers of SMB purchase and loyalty behavior in general, as well as in specific industry sectors including financial services, tech & telco, logistics, and software.
MRIA Webinar: What are the X-perience Metrics? (Mar/21)
Phase 5's VP CX Sam Fiorino illustrates why it is important to evaluate experience, and shares techniques and best practices from various industries.
Frequently Encountered Quandaries in JTBD Innovation Research (Feb/21)
Phase 5 Partner and Innovation Leader Steve Hansen offers practical guidance on how to apply the JTBD framework to achieve breakthrough innovation results.
NYPAY Presentation: COVID and the Changing Financial Consumer (Oct/20)
Hear Phase 5 Partners Steve Hansen and Michael Dolenko share their perspectives on the changing financial consumer, and how FIs should respond.
The Dangerous New World of Marketing to Small Businesses (Aug/20)
We talked with >500 Small Business Owners to understand how Big Brands can more effectively market to this important segment right now.
Top Banking Needs of American Small Business Owners (Aug/20)
Hone in on the banking needs of the American small business owner during and after the pandemic.
State of CX in Canada: 2020 Update (Aug/20)
Learn about the differences between 2018 and 2020 and focus areas for businesses to achieve CX success in the post-COVID world.
Creating a Better Post COVID Small Business Banking Experience (US) (Aug/20)
Get the latest insights on how to create a better banking experience for the small business customer, post-COVID.
Dr. Rob Vagi presents at MRIA's Storytelling for Data Scientists (Jul/20)
Learn how to use a Hero's Journey to frame your story, identifying their problem, the solution, and their exhortation.
The State of Customer Experience in Canada - 2018
Over the period of September 2017 to March 2018, TMG International asked 85 medium-tolarge size organizations in Canada a number of questions about their CX strategy and performance.