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Case StudIES

How our clients use insights to understand their customers and prospects.

We work with Australia’s largest financial institutions, technology providers and professional services firms to deliver bespoke, meaningful and high-impact insights to achieve their goals.

Case Study
Zenith Unlocking Advice Efficiencies 2025

Zenith Investment Partners partnered with Agile Market Intelligence to examine how Australian advice firms are tackling rising complexity, compliance demands and scalability pressures—and the role managed accounts play in helping businesses operate more efficiently.

Case Study
Measuring digital maturity of accounting firms with The Access Group

How the Access Group create opportunities for meaningful conversations with data-led content.

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Educating advisers about research-enhanced Active ETFs with J.P. Morgan Asset Management

J.P. Morgan Asset Management needed to demonstrate the advantages of their offerings, so we helped them reach their relevant audience to achieve their goals.

Case Study
Intuit Quickbooks shine a light on SMBs

Intuit Quickbooks wanted to maintain their position as a leader of accounting software. Here's how we helped them do it.

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How we helped Raine & Horne understand real estate agencies

How we worked with Raine & Horne to elevate their brand status and present the business as the real estate of choice to attract high performing agents.

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Helping InvestorKit explain the benefits of buyer's agencies to investors.

InvestorKit, an award-winning buyers' agent, wanted to capitalise on the current success in the market with the help of Agile Market Intelligence.

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