Data-Driven Stories For B2B Financial Services Innovators
You started your original research project with big goals: to uncover meaningful insights, tell a clear story, and drive real engagement. Instead, you got a data dump. Worse yet, the end result was overpriced, delayed, and disconnected from your audience.
We offer a smarter, more strategic alternative. Our experts have over 20 years of real-world financial services experience in fintech, SaaS, credit unions, and banking, and our principal leads every engagement from research design through content delivery. We work with innovative industry leaders like Docusign, nCino, Velera, Citizens, and others.
We do more than research. Our team digs deep for those golden nuggets that form the basis of a cohesive, campaign-ready narrative.
Our end-to-end offerings include original research, marketing strategy, and the development of high-impact content like white papers, blog posts, webinars, and bylined articles — all tailored to fit your brand, messaging, and audience like a pair of well-worn jeans.
No fluff. No filler. Just credible insights, sharp strategy, and content that connects.
Research and Strategy That Delivers a Clear, Coherent Story
Too often, mid-sized financial services firms invest in niche research or consulting partners with solid reputations, only to end up disappointed. While these firms bring credibility, the work can be expensive, delayed, and disconnected. And far too frequently, it’s executed by inexperienced junior staff without the expertise to truly understand your audience, your goals, or your market. The result is a data-heavy deliverable that lacks narrative clarity, strategic focus, or actionable value.
We offer a smarter, more strategic alternative.
Deep Industry Experience
Goldwyn Research & Strategy was founded by Ted Goldwyn. With over two decades of experience in banking, credit unions, CUSOs, fintech, SaaS, and payments,Ted personally leads every engagement from research design to final deliverables. He brings not only credibility, but also seasoned strategic thinking, rigorous analysis, and exceptional writing.
For over a decade, Ted has helped industry leaders like nCino, Docusign, Moody’s Analytics, Citizens, Protiviti, Velera, Continuous, Wescom Resources, CPI Card Group, and WorldPay turn research-backed insights into thought leadership that hits the mark.
Ted has assembled a team of research and marketing professionals with deep expertise in financial services, payments, banking, and credit unions to help you achieve your content marketing goals.
It Starts With Story
You’re seeking more than simply information. You need to deliver a story and a message that moves your audience. That’s where we come in.
From the first survey question to the final report, we help you build a cohesive content engine that turns data into story, insight into strategy, and research into a multi-channel campaign that drives results. That includes original research, marketing strategy, and high-impact content like white papers, blogs, bylined articles, press releases, and webinars. Every piece of content is custom-tailored to your unique audience with a laser-focused message that’s on-brand and on-target.
Relax! You’ve Got the Pros on the Case
Sometimes, working with the “big firms” can cost you more than dollars. Work is often siphoned off to junior researchers and writers, while the principals with industry knowledge are off speaking at another conference. They may bite off more than they can chew, resulting in delays and cost overruns.
With us, this never happens. Our principal is a proven industry expert, and he stays involved with your project from conception to completion. We take the time to listen to your concerns, requirements, and project objectives, and commit to delivering on them the first time, every time. And we never miss a deadline.
Our Team
A native of Long Island, NY, Ted Goldwyn brings an extensive background in financial services, including executive management roles at The Bank of New York and Corning Credit Union. Ted holds a B.S. in Applied Economics and Management from Cornell University, and an MBA in Finance and International Business from New York University’s Stern School of Business.
During his two decade career in financial services, Ted served in numerous leadership roles in the areas of branch banking, marketing, product management, commercial lending, business development, and sales. In 2014, he founded Ted Goldwyn Communications, LLC, a content marketing firm serving the financial services industry with services including original research, thought leadership white papers, bylined articles, web content, and case studies. Ted works directly with fintechs, CUSOs, payment solution providers, consultants, and other providers of high-value services to the financial industry.
Ted and his family live in the beautiful Finger Lakes region of New York State. He enjoys playing bass in regional blues, rock, and jazz bands, distance running, grazing the bountiful local harvest of food and wine, and following his beloved New York Rangers in their quest for another Stanley Cup.
“I have partnered with Ted on multiple content projects taking advantage of his broad and deep knowledge of the payments and banking sectors. His work is of the utmost quality and he never misses a deadline. He can boil down challenging, complex concepts to their essence and deliver them in a clear and compelling format. He’s professional, responsive and easy to work with.”
– Donna S. Davis, Senior Marketing Analyst, FIS/Worldpay
Testimonials
Michelle Schwartzbach
Senior Manager, Thought Leadership Program, Protiviti
Donna S. Davis
Senior Marketing Analyst, FIS/Worldpay
Jonathan Rowe
Chief Marketing Officer, nCino, Inc.
Services
Foundational Offering: The Research Insight Engine
Our signature service is the foundational stage of every engagement, focusing on strategy, planning, and implementation prior to content development. Each engagement is fully customized to your needs, leveraging our ability to “see the story” within data and connect it to your unique audience.
1
Research Strategy & Ideation
We will partner early to identify project goals, define the "why," and establish the main themes to uncover. This includes mapping out the intended story beforehand and identifying the "missing stat"—the data point others cite but cannot support—to ensure you are ultimately positioned as the definitive industry source.
2
Quantitative Survey Design
Together, we will develop a focused, 5–7 question survey designed to ensure statistical validity (ideally 500+ responses). This stage includes identifying the target respondent profile, survey programming and panel sourcing through a vetted third-party service, and rigorous testing on a small audience to adjust for faults. (Note: third-party panel survey costs represent a pass-through expense.)
3
Qualitative Focus Interviews
Our team conducts 5–8 in-depth, one-hour interviews with industry leaders and clients to glean deep, informed insights that offer a “reality check” and supplement the data.
4
Comprehensive Data Analysis
After compiling the results, our team analyzes the data for clear patterns, extracting key outcomes and messages that form the basis of a cohesive, campaign-ready narrative.
5
Delivery of the Core Asset
A comprehensive, executive-first Research Report featuring full survey results, analysis, and visual data representations.
Service Packages
These packages elevate the deep insights from the Core Offering into a multi-channel content engine tailored to your specific goals.
The 90-Day “Flash Impact” Package
Designed for companies needing to quickly establish a presence or fuel a specific marketing push, this package focuses on foundational assets and immediate visibility.
Activation Assets:
- One Press Release to announce key findings.
- A 3-part Blog Series distilling the most surprising insights for quick consumption.
- A Social Media Post Series to drive traffic to the report.
Investment: Research Insight Engine + 90-day Flash Impact Package: $20,000
The 6-Month “Market Authority” Package
This program is for growth-oriented firms looking to build sustained thought leadership and deeper audience engagement over two quarters.
Includes everything in the 90-Day Package, plus:
- Deep-Dive Asset: A Thought Leadership White Paper (approx. 2,000 words) that translates the data into a persuasive narrative for high-value prospects.
- Engagement Asset: One Expert Webinar, including the development of the slide deck, coordination of a panel featuring internal and external subject matter experts, and participation of one senior-level industry expert from Goldwyn Research & Strategy.
- Validation Asset: Two Bylined Articles placed in industry publications to establish the client's executive team as experts.
Investment: Research Insight Engine + 6-Month “Market Authority” Package: $35,000
The One-Year “Industry Standard” Package
This comprehensive package aims to make the research an anticipated annual source of industry data, fully integrated into the client’s marketing calendar.
Includes everything in the 6-Month Package, plus:
- Repurposing Engine: A quarterly schedule of Bylined Articles and Blog Posts to keep the research relevant throughout the fiscal year.
- Conversion Assets: A series of Case Studies that demonstrate the real-world application of the research insights.
- Strategic Integration: Account-Based Marketing (ABM) support, tailoring research insights into specialized content for high-priority targets. This would include ABM-ready insight briefs, verticalized research narratives, and sales enablement versions of the research customized for top accounts.
- Annual Planning: Full management of an Annual Content Calendar, establishing milestones well in advance to ensure you never miss a deadline.
Investment: Research Insight Engine + Industry Standard Package: Starting at $5,000 per month (dependent on scope; 12 month minimum retainer)
Contact Us
Ready to upscale your next financial services research project? Get in touch with our team today!