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Financial Services Case Studies and Customer Success Stories with CB Insights

FirstMark Capital - Financial Services - Small

CB Insights helped FirstMark Capital track funding events and industry trends in real time. FirstMark used Deal Search and Industry... Analytics to find investments and monitor sectors. The Chrome Plugin and LinkedIn integration made research faster. CB Insights became key for deal sourcing and due diligence. The platform gave FirstMark a competitive edge in venture capital.

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Fabrica Ventures - Financial Services

CB Insights' predictive intelligence platform helps Fabrica Ventures spot top investment opportunities early. The platform gives Fabrica Ventures an edge... in finding tomorrow’s winners before others. This helps them make better investment decisions. The case study highlights how predictive analytics supports their venture capital strategy. No specific metrics or numbers are mentioned.

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Block - Financial Services - Large

CB Insights helped Block improve its corporate development strategy. Block used CB Insights to streamline deal processes and generate new... strategic ideas. The platform's Collections, Mosaic, and Research tools gave Block better data and insights for M&A and market analysis. During COVID-19, Block relied on CB Insights for trend reports and internal newsletters. The result was a more strategic, focused, and competitive team in the fast-moving fintech sector.

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Jack Henry - Financial Services - Large

CB Insights helped Jack Henry save 2,000 analyst hours, worth $100,000, by streamlining research and strategic analysis. The team used... CB Insights' Research, Stories, and Collections features to quickly analyze fintech trends and share insights. This improved strategic agility and let analysts focus on high-value work. Jack Henry now responds faster to market shifts and supports C-level leaders with timely, actionable intelligence.

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UNIQA Ventures - Financial Services - Medium

CB Insights helps UNIQA Ventures find top startups in Europe. The platform gives deep research and analysis for better investment... decisions. UNIQA Ventures uses Market Maps and Mosaic Score to spot trends and assess companies. The data supports more accurate valuations and helps onboard new team members. UNIQA Ventures stays competitive with bigger VC firms by using CB Insights for intelligence and coverage.

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Grupo Bolívar - Financial Services - Very Large

CB Insights helps Grupo Bolívar's Startups Unit create 90% of its reports. The platform enabled the identification of three startup... pilots through its research tools. Grupo Bolívar uses CB Insights for partnership, investment, and venture capital decisions. Market Maps and Company Data features speed up trend analysis and company profiling. The solution supports innovation and strategic planning across banking, insurance, and construction sectors.

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Block - Financial Services - Very Large

CB Insights helped Block improve its corporate development strategy. Block increased its M&A activity 10x in four years using CB... Insights for market research and deal sourcing. The platform's Collections feature let teams organize prospects and monitor trends. Block used CB Insights to generate new strategic ideas and streamline deal processes. During COVID-19, Block relied on CB Insights for trend reports and internal newsletters.

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Fabrica Ventures - Financial Services

CB Insights' predictive intelligence platform helps Fabrica Ventures find top investment opportunities. Fabrica Ventures uses the platform to spot trends... in B2B, financial services, healthcare, and IT. The tool gives them data to make better investment decisions. This helps Fabrica Ventures stay ahead in the venture capital market. The platform supports their search for tomorrow’s winners.

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FirstMark Capital - Financial Services - Medium

CB Insights helps FirstMark Capital track emerging trends and discover new companies. The platform gives FirstMark a complete view of... markets by geography and industry. Deal Search and Industry Analytics features improve team efficiency and collaboration. Real-time funding event tracking supports better investment decisions. FirstMark relies on CB Insights for data-driven market research and deal diligence.

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Jack Henry - Financial Services - Large

CB Insights helped Jack Henry save 2,000 analyst hours, worth $100,000, by streamlining research and strategic analysis. The team used... CB Insights' Research, Stories, and Collections features to quickly segment the fintech market and create custom presentations. This improved strategic agility and allowed faster responses to market shifts. Jack Henry now delivers timely, actionable insights to support executives and business leaders.

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UNIQA Ventures - Financial Services - Medium

CB Insights helps UNIQA Ventures compete with larger VC firms by providing deep startup intelligence and research. UNIQA Ventures uses... Market Maps and Mosaic Score to identify top startups in Europe and improve investment decisions. The platform supports onboarding new team members and enhances valuation accuracy. UNIQA Ventures relies on CB Insights to uncover the best startups and stay informed across multiple verticals.

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Banking Case Studies and Customer Success Stories with CB Insights

Citi - Banking - Very Large

CB Insights helped Citi expand its startup discovery for the Tech for Integrity Challenge. Citi used the platform to centralize... and comment on a list of tech companies, building a dynamic landscape of over 2,000 startups. The team leveraged CB Insights' Regtech public collection to find new players in public sector accountability and transparency. This improved collaboration and ensured Citi connected with the best entrepreneurs. CB Insights enabled Citi to stay at the forefront of fintech innovation.

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Itaú - Banking - Very Large

CB Insights helped Itaú, Brazil's largest private bank, speed up research and vetting of fintech startups. The platform's Research and... Collections tools let Itaú gather business intelligence, track emerging technologies, and connect with partners. Itaú used CB Insights to organize demo days, scout innovation hubs, and support new product development. The bank now vets more startups faster and sees the impact of new tech on its services.

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Mitsubishi UFJ Financial Group (MUFG) - Banking - Very Large

CB Insights helped Mitsubishi UFJ Financial Group (MUFG) stay ahead of fintech trends. The platform enabled MUFG to educate teams... on new market shifts and identify key companies. MUFG used CB Insights' research, company profiles, and collections to find new opportunities and partnerships. The data led to early action in areas like Buy Now, Pay Later, resulting in new capabilities for small business banking. CB Insights became MUFG's main resource for fintech market intelligence and innovation.

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Akbank - Banking - Very Large

CB Insights helped Akbank LAB speed up connections with technology vendors. The Connect feature enabled meetings with partners in days,... not weeks. Akbank used Market Maps and Collections to track fintech trends and select partners for proofs of concept. The platform's up-to-date data and expert advisors streamlined partner selection. Akbank led 31 projects through POC, with 13 going live, and won global recognition for digital banking innovation.

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Wells Fargo - Banking - Very Large

CB Insights helps Wells Fargo find and connect with top emerging tech companies. A third of client outreach now comes... directly from CB Insights. The Mosaic score and market maps let Wells Fargo focus on the right startups and save time. The platform gives fast, clear insights for better conversations with founders. Wells Fargo uses CB Insights to improve client acquisition and stand out in venture capital banking.

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Akbank - Banking - Very Large

CB Insights helped Akbank LAB speed up connections with technology vendors. The Connect feature enabled meetings with partners in days,... not weeks. Akbank used Market Maps and Collections to track fintech trends and select partners for proofs of concept. The platform's up-to-date data and expert advisors streamlined partner selection. Akbank ran 31 POCs, with 13 projects taken live, driving digital banking innovation.

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Citi - Banking - Very Large

CB Insights platform helped Citi find over 2,000 startups for their Tech for Integrity Challenge. Citi used the platform to... centralize company lists and boost team collaboration. The platform expanded Citi's view of the startup landscape and improved their sourcing of innovative fintech solutions. Citi leveraged CB Insights to stay ahead in mobile banking and public sector transparency innovation.

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Itaú Unibanco - Banking - Very Large

CB Insights helped Itaú Unibanco, Brazil's largest private bank, streamline innovation scouting and business intelligence. The Emerging Technologies team used... CB Insights to identify fintech partners, gather verified data, and support new product development. The platform replaced manual research and improved collaboration across business units. CB Insights Collections enabled efficient management of partner and competitor information, supporting Itaú's goal to lead in customer satisfaction and sustainable performance.

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Mitsubishi UFJ Financial Group (MUFG) - Banking - Very Large

CB Insights helps Mitsubishi UFJ Financial Group (MUFG) stay ahead in fintech. MUFG uses CB Insights for research, company profiles,... and collections. The platform lets them spot trends early and educate teams on new fintech topics. It supports fast decision-making and helps build a culture of innovation. MUFG credits CB Insights for enabling new partnerships and better serving small business clients.

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Information Technology and Services Case Studies and Customer Success Stories with CB Insights

SHOPLAZZA - Information Technology And Services - Large

CB Insights helped SHOPLAZZA find new partnership opportunities and stay ahead of funding and market research. SHOPLAZZA used CB Insights... to track industry trends, analyze potential partners, and monitor competitors. The platform's advanced search and daily updates saved time and cut costs. SHOPLAZZA uncovered a partnership with Klarna using CB Insights data. These insights supported SHOPLAZZA's global expansion and partner ecosystem growth.

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IBM - Information Technology And Services - Very Large

CB Insights helped IBM map the AI startup landscape. The Watson team used CB Insights to identify thousands of AI... companies and analyze trends. They stored and classified company lists visually with Collections. The platform enabled IBM to share insights across teams and track new AI startups. IBM gained a clear, actionable view of the AI market for business strategy.

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Avanade - Information Technology And Services - Very Large

CB Insights helps Avanade speed up research and vet startups faster. The platform lets Avanade track trends, analyze investment data,... and explore new tech sectors. Features like Market Maps and Patent Analytics make it easy to spot opportunities and monitor changes. Avanade uses CB Insights to connect with vendors and stay ahead in emerging technology. The result is a more efficient, data-driven process for finding and evaluating startups.

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Definitive Logic - Information Technology And Services - Medium

CB Insights' Expert Intelligence and Collections help Definitive Logic stay ahead of technology trends. The CTO uses these tools for... data-driven recommendations and a comprehensive view of emerging tech. This supports thought leadership and helps clients solve business challenges. CB Insights provides reliable research, figures, and company examples. Definitive Logic relies on this platform to deliver up-to-date, actionable insights.

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Avanade - Information Technology And Services - Very Large

CB Insights platform helped Avanade speed up research and vet startups faster. The team uses features like Market Maps, Collections,... and Patent Analytics to track trends and investment data. Avanade can now see the impact of emerging tech and drill into subsectors. The Connect feature made it easier to contact new companies. Avanade trusts CB Insights for valid, holistic market insights.

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Definitive Logic - Information Technology And Services - Medium

CB Insights' Expert Intelligence and Collections help Definitive Logic stay ahead of technology trends. The CTO uses the platform to... deliver data-driven recommendations and a comprehensive view of emerging tech. This supports thought leadership and helps clients solve business challenges. CB Insights provides research, figures, and company examples that back up claims. The platform is key for digital transformation and situational monitoring.

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IBM - Information Technology And Services - Very Large

CB Insights helped IBM's Watson team map the AI startup landscape. The team used CB Insights to identify thousands of... AI companies and analyze trends. They stored and classified company lists visually using Collections. The platform enabled IBM to share insights across business units. IBM gained a clear, comprehensive view of the AI market and trends.

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SHOPLAZZA - Information Technology And Services - Large

CB Insights helped SHOPLAZZA find new partnership opportunities and stay ahead of market trends. SHOPLAZZA used CB Insights to track... funding, research competitors, and identify potential partners. The platform's advanced search and daily updates saved time and cut costs. SHOPLAZZA uncovered a partnership with Klarna using CB Insights' insights. This solution supported SHOPLAZZA's global expansion and partner ecosystem growth.

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Hospital & Health Care Case Studies and Customer Success Stories with CB Insights

VSP Global - Hospital & Health Care - Large

CB Insights Research helped VSP Global drive innovation in vision care. The innovation team used CB Insights to identify new... market spaces and educate internal teams. They leveraged data-driven insights to support technology adoption and build stronger relationships with startups. CB Insights tools enabled VSP to track trends like virtual wellness advisors and omnichannel engagement. The partnership increased credibility and accelerated research for VSP's innovation center.

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Moffitt Cancer Center - Hospital & Health Care - Large

CB Insights helps Moffitt Cancer Center stay ahead of disruptive healthcare trends. The platform lets the team create data-driven recommendations... and key briefings fast. Reports that once took weeks now take a day. The solution saves over $200,000 per year. Easy-to-use research and data visualization tools keep the organization informed and strategic.

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Cedars-Sinai Accelerator - Hospital & Health Care - Large

CB Insights helped Cedars-Sinai Accelerator double its awareness of potential accelerator participants. The platform's real-time data and research tools let... the team review twice as many companies and select the best 10 out of 400 applicants. Cedars-Sinai used Market Maps, Collections, and Research to find and track early-stage healthcare tech startups. This gave them confidence in their selection process and helped them advance healthcare innovation.

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Cedars-Sinai Accelerator - Hospital & Health Care - Large

CB Insights helps Cedars-Sinai Accelerator double its awareness of potential program participants. The platform's Market Maps, Collections, and Research tools... let the team confidently select 10 companies from 400 applicants. Cedars-Sinai uses CB Insights to track alumni and spot new healthcare tech trends. This gives them a full view of the market and supports their mission to advance medicine.

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Moffitt Cancer Center - Hospital & Health Care - Large

CB Insights helps Moffitt Cancer Center track disruptive trends in healthcare. The platform lets the team create reports in a... day instead of weeks. It saves over $200,000 per year by streamlining research and insights. Moffitt uses tools like Market Sizings, Company Profiles, and data visualization to inform strategy. Internal briefings are now faster and more effective with CB Insights.

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Insurance Case Studies and Customer Success Stories with CB Insights

Zurich - Insurance - Very Large

CB Insights' predictive intelligence helps Zurich find and assess startups faster. Zurich uses the platform to speed up startup sourcing... and evaluation. This makes their innovation and partnership work more effective. The tool supports Zurich in making better decisions about which startups to work with. Zurich improves its process for finding new business partners.

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Zurich Insurance Group - Insurance - Very Large

CB Insights' predictive intelligence helps Zurich Insurance Group find and evaluate startups faster. Zurich uses the platform to scout for... innovative companies for its global startup competition. The tool lets Zurich spot real innovation and avoid hype, making the vetting process quicker. Zurich’s innovation team spends over 50% of its time analyzing startups with CB Insights. This partnership helps Zurich build prototypes and explore new solutions in insurance.

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Brown & Brown Insurance - Insurance - Very Large

CB Insights helps Brown & Brown Insurance speed up research and make better decisions. The platform's Collections and Mosaic features... let teams track companies and markets in real time. Brown & Brown now responds faster to internal research requests. They use data-driven insights to guide acquisitions and product development. The team trusts CB Insights for up-to-date, unbiased information.

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Brown & Brown Insurance - Insurance - Very Large

CB Insights helped Brown & Brown Insurance become a digital-first company. The team used CB Insights' Collections, Mosaic Score, and... research tools to speed up market research and company evaluation. Manual spreadsheets were replaced with real-time data and expert analysis. The Collections feature streamlined collaboration and improved acquisition processes. Brown & Brown now responds faster to research requests and has more confidence in their data.

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Accounting Case Studies and Customer Success Stories with CB Insights

CohnReznick - Accounting - Large

CB Insights helped CohnReznick cut sales cycles by 30%. The platform's predictive intelligence gave the team real-time company insights and... rare data. Features like scouting reports and ChatCBI let CohnReznick prepare for meetings fast and find unique selling points. Event prep improved with attendee diagnostics, using company-level data to drive better conversations. CohnReznick now stands out in the advisory and accounting industry with sharper client engagement and faster deal cycles.

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CohnReznick - Accounting - Large

CB Insights helped CohnReznick cut sales cycles by 30%. The platform's predictive intelligence gave teams real-time company insights and market... context. Features like scouting reports and ChatCBI let CohnReznick anticipate client needs and stand out in meetings. Event prep improved with attendee diagnostics, using validated data to drive better conversations. CohnReznick used CB Insights to win new clients and grow relationships in advisory and tax services.

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RSM US - Accounting - Very Large

CB Insights gives RSM US a single window into the startup space, delivering results in minutes. The Acceleration Center for... Innovation Research Lab uses Analyst Briefings, Market Maps, and Mosaic Score to generate actionable business intelligence. RSM's teams now respond faster to complex research requests and provide data-driven recommendations. The platform helps RSM track trends, map competitors, and create custom reports for clients. CB Insights supports RSM's innovation efforts across dozens of industries.

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Human Resources Case Studies and Customer Success Stories with CB Insights

ADP - Human Resources - Very Large

CB Insights market intelligence platform helped ADP Ventures cut market research time by 80%. The team now tracks trends and... new technologies faster. They use real-time insights to make quick, data-driven decisions. ADP keeps a constant pulse on competitors and the market. The platform supports strategic moves and fast action.

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ADP - Human Resources - Very Large

CB Insights market intelligence platform helped ADP Ventures cut market research time by 80%. The team used the platform to... track new trends and technologies. ADP gained real-time insights from millions of data points. This enabled faster, data-driven decisions and quick action. ADP kept its edge in the human resources market with CB Insights.

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Daversa Partners - Human Resources - Medium

CB Insights helped Daversa Partners speed up executive search by 10x. The platform gives detailed industry analysis, company data, and... executive profiles. This lets recruiters find top C-suite candidates faster and with more accuracy. Features like AI List builder and instant insights help map candidates and verify their backgrounds. Daversa Partners now makes better, data-driven hiring decisions and improves business development.

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Marketing and Advertising Case Studies and Customer Success Stories with CB Insights

Sitel Group - Marketing And Advertising - Very Large

CB Insights helps Sitel Group find new business opportunities worth at least 20 times their annual subscription. Hilary Hahn, vice... president of emerging brands, uses CB Insights to track fintech trends and access deep data. This lets her quickly understand the market and share insights. Sitel Group uses features like Collections, Market Maps, and Market Sizings to drive growth. The platform supports strategy and market share expansion.

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Sitel Group - Marketing And Advertising - Very Large

CB Insights helps Sitel Group find new business opportunities worth at least 20 times their annual subscription. Hilary Hahn uses... CB Insights to track fintech trends and access research. This lets her quickly share insights in the market. Sitel Group uses Collections, Market Maps, and Market Sizings to spot new markets. The platform supports strategy and growth for the company.

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Computer Software Case Studies and Customer Success Stories with CB Insights

Microsoft - Computer Software - Very Large

CB Insights helps Microsoft quickly become experts in new tech markets. The platform saves months by identifying startups for build,... buy, or partner decisions. Microsoft uses Market Maps, Mosaic, and Market Sizings to assess opportunities and pitch ideas to business units. Real-time data and the Mosaic Score give confidence in recommendations. Microsoft built a new AI, data, and privacy product after uncovering an opportunity with CB Insights.

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Microsoft - Computer Software - Very Large

CB Insights helps Microsoft quickly identify and assess new tech opportunities. The platform saves months of time when finding startups... for build, buy, or partner decisions. Microsoft uses Market Maps, Mosaic, and Market Sizings to analyze trends and companies. Real-time data and Mosaic Scores give confidence in recommendations. CB Insights enables faster, data-driven decisions for innovation and market leadership.

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Manufacturing Case Studies and Customer Success Stories with CB Insights

3M - Manufacturing - Very Large

CB Insights helped 3M Ventures make data-driven investment decisions. 3M used Market Map Maker and Research to research three recent... investments. The platform gave 3M access to private company data and expert market analysis. 3M identified and partnered with startups like Moxe Health, Metalenz, and Eko Health. CB Insights enabled faster, more confident decisions in corporate venture capital.

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3M - Manufacturing - Very Large

CB Insights helped 3M Ventures make data-driven investment decisions. 3M used Market Map Maker and Research to identify and validate... startups for strategic partnerships. The platform enabled 3M to research three recent investments and launch new products like the Littmann Core Digital Stethoscope. CB Insights' private company data and expert analysis gave 3M a competitive edge in corporate venture capital.

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Automotive Case Studies and Customer Success Stories with CB Insights

A large automaker - Automotive - Very Large

CB Insights helped a large automaker's venture capital group cut weeks from their investment process. The team used CB Insights'... search, company profiles, and collections to filter startups and evaluate investments. They narrowed their target list by 90% and sourced two recent investments through the platform. The automaker now moves faster and makes better decisions using real-time data and insights.

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A large automaker - Automotive - Very Large

CB Insights helped a large automaker's venture capital group cut weeks from their investment process. The team used CB Insights... to narrow their target list by 90% and source two recent investments. The platform's search, company profiles, and collections features made startup discovery and evaluation faster. The automaker now spends less time gathering data and more time making decisions. This supports their goal to generate 50% of revenue from services.

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Transportation/Trucking/Railroad Case Studies and Customer Success Stories with CB Insights

American Bureau of Shipping (ABS) - Transportation/Trucking/Railroad - Large

CB Insights helped American Bureau of Shipping (ABS) track technology trends and assess partnership opportunities. ABS used CB Insights' Mosaic... Score and Collections tools to find and evaluate startups for digital transformation. The platform enabled ABS to monitor competitors, manage alliances, and streamline internal decision-making. ABS credits CB Insights for helping them build the ABS My Digital Fleet™ Alliance Program and discover partners like yellow.ai. ABS now relies on CB Insights to stay ahead in the maritime industry.

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Health, Wellness and Fitness Case Studies and Customer Success Stories with CB Insights

VSP Global - Health, Wellness And Fitness - Very Large

CB Insights helped VSP Global drive innovation across its vision care network. The platform enabled VSP to identify new market... spaces and educate internal teams on emerging trends. VSP used CB Insights Research, Earnings Transcripts, and Patents to support technology adoption and build data-driven relationships with startups. The innovation team produced research reports that influenced executive decisions and expanded VSP’s presence in the health and wellness sector. CB Insights gave VSP credibility and visibility in the innovation ecosystem.

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Other Industry Case Studies and Success Stories with CB Insights

Exxaro - Mining - Large

CB Insights helps Exxaro cut research cycles from weeks to hours. The platform saves Exxaro about $100k each year in... people costs. Exxaro uses features like Collections, Connect, and Investment Trends to track industry trends and find new opportunities. The team shares data easily and makes faster, better decisions. CB Insights supports Exxaro's move toward sustainable energy and innovation.

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American Bureau of Shipping (ABS)

CB Insights' market intelligence platform helps the American Bureau of Shipping (ABS) find new partners and business opportunities. ABS uses the... platform to explore the startup landscape. The tool supports ABS in building alliances. Smarty Mathew John, vice president of digital operations at ABS, leads this effort. The platform makes it easier for ABS to connect with innovative companies.

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Lockheed Martin Aeronautics - Aerospace And Defense - Very Large

CB Insights helped Lockheed Martin Aeronautics speed up data compilation by 48 hours. The team now creates reports faster and... has more robust talks about new opportunities. CB Insights' platform let them shrink their team but add more value. Features like Expert Collections and Mosaic Score made research and investment decisions easier. The division saw a 4x growth in its venture fund and a stronger innovation pipeline.

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Exxaro - Mining - Large

CB Insights helps Exxaro cut research cycles from weeks to hours. The platform saves Exxaro about $100k each year in... people costs. Exxaro uses CB Insights to track industry trends, analyze emerging technologies, and share insights across teams. Features like Collections and Connect make research and introductions faster and easier. Exxaro relies on CB Insights for efficient decision-making and staying ahead in mining innovation.

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Lockheed Martin - Aerospace And Defense - Very Large

CB Insights helped Lockheed Martin's Aeronautics division compile data 48 hours faster. The team reduced size but increased value using... the platform. Expert Collections and Mosaic Score features improved investment decisions and target identification. The Aeronautics pipeline grew, and operational costs dropped. CB Insights enabled faster, more robust business intelligence and collaboration.

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