Ideas and Action is a strategic marketing, communications and business development consultancy,
specialising in the financial services sector. We take complex financial concepts and make them accessible,
helping our clients establish credibility and build valued relationships.

Whether you need strategic advice or simply reliable tactical delivery,
our experience and approach to working with clients enable us to develop
actionable ideas that deliver results.

Our Services

Client Insights and Market Research

Our world-class insights and research services help you gain a better understanding of markets, clients and prospects to power your strategies, product development, and thought leadership content.

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Strategic Marketing Planning

Our proprietary approach to proposition, messaging and marketing strategy development helps you deliver integrated programmes that meet business objectives and drive results.

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Content Strategy and Development

Our content solutions are underpinned by sound financial expertise, ensuring content strategies that are relevant to your business and your clients. We develop insightful content that is informative, engaging and accessible, whatever form it may take.

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News and views

Striking the Right Note: Building Resonant Propositions for Transaction Banking

We surveyed and interviewed over 300 CFOs, treasurers, and finance directors to find out what is truly important in selecting a transaction banking partner, and what banks can do to stand out.

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How corporates select transaction banks today and in the future

Explore the top-line results and download the full research report for more insights on corporates’ transaction banking selection criteria …
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Video: Finance professionals consider service provider credentials early

Finance professionals review banks’ credentials early in the decision-making process. Pia Gonzalez-Nazareno, CEO and Managing Partner, explains what this means …
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Video: Topics that help treasury and finance professionals make decisions

We examined how treasury and finance professionals use content to inform their decision-making. The topics that they find most useful …
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