pivotal360 ® Financial Services Case Study © Cambia Information Group 2018. All right reserved. SITUATION: • Board of Directors recognized importance of reputation to manage global firm and realized they had minimal corporate level information • Client base of top executives (CEOs, CFOs, top fund executives) created hard to survey audience • Reputation managed in individual departments with minimal overlap of metrics and information sources • Designed global assessment to simplify process and replace complicated multimillion-dollar effort existing within individual departments • Continuous assessment of eight stakeholder groups focused on personalized invitations and relationship building to increase response rates among difficult to surve

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