Case Study: LionTree achieves proprietary, real-time client insights and increased engagement with SurveyMonkey Audience

How a financial services firm gets proprietary insights to boost client engagement

LionTree, a global investment and merchant banking firm, needed proprietary, data-driven insights on consumer trends in technology, media, and telecom to boost engagement with corporate executives, institutional investors, and fund managers via its weekly newsletter and social channels. The Public Markets team, led by Leslie Mallon, required fast, original research without a dedicated survey expert.

They used SurveyMonkey Audience to run a DIY survey (523 respondents, results in under a day) via the self-serve platform with expert design support. The real-time findings—such as which online services consumers would likely cancel in a recession—fed exclusive newsletter content, prompted client requests for deeper data, and increased client and social media engagement.

LionTree

Leslie Mallon

Head of Public Markets