Case Study: California-Based Bank achieves 35% faster research and data-driven strategic decision-making with Contify

How a California-Based Bank Leverages Market and Competitive Intelligence for Strategic Decision Making

California Based Bank, a large US commercial bank with a strategic focus on technology startups, faced no formalized way to aggregate, structure, and deliver market and competitive intelligence. The bank relied on ad-hoc secondary research and scattered inputs, making it difficult to produce reliable, timely insights for investments, partnerships, M&A and expansion decisions. To address this, the bank engaged Contify and its MI Enterprise AI-enabled market intelligence solution to build routine reports, surface trends, and handle ad-hoc monitoring requests such as COVID-19 impacts and Paycheck Protection Program developments.

Contify implemented a three-stage approach—mapping Key Intelligence Questions with each function, defining tailored report structures, and delivering intelligence through a dedicated platform, daily Instant Alerts, weekly function-specific newsletters, and quarterly trend deep dives. Within three months Contify’s solution cut manual research time by 35%, generated 20% more leads for the sales team, and enabled faster, more data-driven strategic decision-making across the bank.