How a financial services firm gets proprietary insights to boost client engagement Global investment & merchant banking firm Lion Tree conducted DIY market research on our global panel SurveyMonkey Audience and published exclusive data-based insights in its client newsletter. Generating exclusive insights through original research Proprietary insights can make a big difference in the investment world. The Public Markets team at global investment and merchant banking firm LionTree knows that a unique combination of data and analysis can increase engagement with its clients: corporate executives, institutional investors, and private equity and venture capital fund managers. Team leader Leslie Mallon needed to generate proprietary data about consumer trends in technology, media,

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