Analyst relations
What can Analyst Relations do for your firm?
Overlooked by some, industry analyst and market influencer relations can be the secret sauce in supporting your ambitious growth strategy.
Your potential customers trust the opinions of these industry luminaries and listen to them when making their biggest buying decisions. If you want to be front of mind and on the list of those all-important RFPs, you need to engage with them and the wider circle of business influencers.
But, as with all comms, there is a right way and a wrong way to go about it. Analyst subscriptions or ad-hoc meetings can be an expensive waste of time and resources if not properly managed. And analysts do not respond to the same approach as journalists; that’s a rookie mistake right there. It’s an entirely different conversation. Often it takes a very different kind of person to have it.
Our AR team knows how and when to make that approach, so from a logistical and operational perspective, all the hard work is taken off your hands. We ensure your AR and IR programmes dovetail seamlessly into wider marketing and sales initiatives and formulate engagement calendars focused on interactions that relate to your specific industry. All this works towards helping you form credible relationships with those who could be your champions when you need them most.
Recent analyst reports and commentary featuring our clients include:
- Chartis Financial Crime and Compliance50 (FCC50) 2025 Rankings
- Chartis RiskTech Quadrant® for KYC Solutions
- Quadrant Knowledge Solutions’ SPARK Matrix™ Know Your Customer (KYC) Solutions 2024 market research report
- Celent Financial Crime Compliance Technology
- Celent Revisiting Reconciliations in the capital markets
Analyst relations services
- Global strategy/execution: developing AR strategy; message testing and presentation design.
- Spokespeople training: equipping spokespeople with the skills to comfortably engage with analysts.
- Virtual and in-person analyst days: analyst identification; logistics management; executive preparation; messaging feedback; pre-event preparation, including briefing documents; 1:1 meeting scheduling; post-event management.
- Vendor report submissions: managing entries for key reports, including internal liaison and management of customer references.
- Subscription management: management of global seats and costs; identification of appropriate seat levels; management of inquiries with key analysts as per contract; subscription review every quarter.
- Thought leadership engagement: identifying analysts to help with thought leadership; planning channels; liaising with analysts on messaging; stakeholder management for feedback and meetings.
Whether you’re a clean slate start-up, or a scale-up looking to enhance your in-house marketing team, our retained AR services can elevate your brand within the crowded fintech market place.
Between us we each average 20 years’ AR experience
Prior to joining The Crowd, we drove global analyst relations programmes and created influencer engagement programmes for some of the biggest names in the tech and fintech industry.
Some AR clients past and present
AccessPay, BJSS, Caplin, Finantix, Finscan, Nucoro, smartKYC and Xceptor.
Download Eria’s white paper on how organisations can ensure AR delivers to the bottom line, ensuring analyst feedback is effectively used across sales, marketing and product management.

