Goal: Deliver a one-year launch program for an emerging technology company, resulting in 13 new clients and industry leadership.

Stephenson Group was brought on board to deliver a launch program for emerging workforce optimization technology firm Exametric.  The one-year program positioned Exametric in the financial services marketplace and created awareness of the firm as the vertical’s leading solution provider, while delivering a slate of new clients.


Stephenson Group (SG) designed a thought leadership campaign to position the firm as the performance leader over its competitors in the retail banking sector. Tactics included thought leadership positioning through analyst endorsements, customer case studies, contributed articles, in-depth feature story placements, speaking engagements, and consistent key message implementation across all communication channels.


In approximately one year’s time, SG delivered the following results:

Expanded customer base (Exametric had one client when SG’s campaign began):

  • 14 new customers, including two of the North American marketplace’s largest banks
  • Customer-installed base of 13,000 branches nationwide – approximately 10% of the total marketplace

Analyst briefings/endorsements:

  • TowerGroup
  • IDC Financial Insights
  • Gartner Research selected Exametric as a leading solution provider, and included it in its prestigious sector analysis report of top technology vendors

Coverage in key industry media, including:

  • Computerworld
  • Information Week
  • CNET
  • CBS Marketwatch
  • American Banker
  • Bank Systems & Technology
  • Bank Technology News
  • ABA Banking Journal
  • 1to1 Magazine
  • Community Banker
  • MicroBanker
  • Credit Union Management
  • Credit Union Times