Turn Market Research into a Scalable, Revenue-Generating Product

Transform static reports into interactive, client-friendly Collections with built-in AI guidance and measurable ROI.
  • Context & Challenge:
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    Research analysts spend 40–80 hours per project building strategic reports, only to deliver them as one-time PDFs or slide decks.

    These documents are difficult to update, impossible to track, and quickly lose value. Clients often fail to revisit them, and analysts miss opportunities to monetize their insights repeatedly.
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  • Transformation with Wizly
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  • Ana, a senior analyst at a global consultancy, realized the limitations of delivering static reports. She used Wisely to reimagine her Fintech Infrastructure Market analysis as a dynamic Insight Collection. Instead of a one-off deliverable, she offered clients a branded, interactive portal equipped with AI support.

    Clients could navigate by themes, ask real-time questions, compare historical data across documents, and explore updates on demand. This not only enhanced the client experience but turned a single project into a revenue-generating asset accessible across departments and use cases.
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    How She Created It:
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  •  Ana began by rethinking the user journey for her Fintech Infrastructure Market report. She identified recurring questions and content bottlenecks, then restructured everything inside Wisely across four phases:

    ‍Modular Breakdown: She segmented the 70-page PDF into 6 thematic modules—VC Trends, Market Dynamics, Regulatory Risk, Infrastructure Players, Customer Segments, and Emerging Tech. Each was tagged by audience role (e.g., analysts, execs).

    Multi-format Upload: Ana uploaded original slides and source documents, embedded downloadable Excel benchmarks, and recorded voice-over walkthroughs that appeared next to charts. She also added glossary definitions for technical terms.

    AI Assistant Configuration: She programmed over 30 AI prompts based on common client queries like "What regions are leading in Series B funding in 2023?" and "How do processing margins compare between Stripe and Adyen?" The assistant was trained to synthesize findings across multiple documents and generate quick-read summaries.

    Access Settings and Licensing: She offered a 6-month licensing structure with full analytics and branding for enterprise clients ($800), standard access for team accounts ($350), and a solo tier for independent analysts ($150). Analytics showed peak engagement within the first 30 days, prompting future upsell outreach.

    This phased setup not only allowed Ana to reuse her report as a productized asset but also helped her clients unlock more value while saving her team 10–15 hours per engagement.
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  • How Clients Interacted with It:

    1.     Used full-text search to instantly surface insights filtered by sub-sector, geographic region, investment stage, and key financial metrics—empowering users to drill down quickly into the most relevant content without scanning lengthy documents.

    2. Asked the AI Assistant for real-time summaries, cross-comparisons, and trend extrapolations (e.g., "What are the top 3 growth verticals in Q2 based on Series A activity?").

    3. Engaged with voice-guided walkthroughs embedded directly in interactive charts, annotated visual reports, and benchmarking slides—allowing users to follow expert commentary in real time and better understand complex data without requiring additional clarification from analysts.

    4. Flagged and categorized high-priority documents within the Collection interface for structured team workflows—enabling stakeholders to conduct asynchronous reviews, leave contextual comments, and queue items for decision-making meetings.

    5. Distributed AI-generated strategic briefs internally, customized by department, to help senior leadership prepare for investment committee meetings—ensuring decision-makers had quick access to synthesized insights, comparative trend data, and supporting documentation without analyst intervention.

    6. Reduced analyst support time by 10–15 hours per client by enabling AI-assisted, self-serve navigation—allowing clients to resolve queries independently, revisit modules without follow-ups, and gain insights instantly without manual intervention.
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    Features Leveraged:

    1.     Fully configurable AI assistant trained to handle industry-specific terminology, synthesize complex insights, and respond to nuanced queries with precision

    2. Tiered access control with customizable license durations and pricing per user segment (individual, team, enterprise)

    3. Interactive visual assets including annotated slides, audio-enhanced graphs, and benchmarking dashboards

    4. Embedded navigation tools and progressive content reveals to support user learning journeys

    5. In-depth analytics by user, document, and query type—enabling targeted content updates and insight into high-performing modules AI chat assistant trained on industry-specific jargon

    6. Tiered access pricing and expiring client licenses

    7. Interactive visuals and clickable navigation

    8. Analytics showing usage by document and client

    Results:

    1.     12 enterprise and mid-market clients licensed the Collection within 3 months

    2. $18,000 in new revenue generated directly from Collection access fees

    3. 4x increase in average engagement time (from 12 minutes to 48 minutes per session)

    4. 60% reduction in analyst support calls post-delivery

    5. 3 follow-on consulting engagements initiated through in-Collection referrals

    6. 95% client satisfaction rating based on embedded feedback form responses
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