Results:
Creative confidence across the team

EI Advisory can turn around a high-quality report in just one single day using Turtl

A new benchmark for quality

Adopting Turtl has shifted client perceptions and the culture of the team at EI Advisory to one that values a higher degree of quality, creativity, and independence.

Empowering & engaging analysts

Turtl's easy-to-use editor gave even the least tech-savvy analysts at EI the power to create their own documents to a professional standard. They can better visualize data and use powerful complementary imagery. The tool has helped to unleash the team's creativity, driving more engagement from the analysts themselves. According to Jane Geiger, Senior Analyst, they can write and design a report in Turtl in just one day.

Since Turtl Docs exist on a URL, it’s a much more collaborative process between us and our clients. We can just hop in and find the latest version waiting for us.

Jane Geiger, Senior Analyst, Global Client Lead

Creating living documents

With Turtl, the team can create one report and keep adding additional content to it over the course of the project and client relationship. The document is constantly evolving. They no longer need to send emails with huge attachments intended for printing as they've went virtually paperless. They also no longer need to go back and forth with amendments, worrying whether they've attached the correct version.

One of the best moves we’ve made in the last few years!

Tony Jarvis, Managing Director, Client Relations

Transforming client perceptions

Feedback from clients who have received EI Advisory's research in the Turtl format has been very positive. By moving away from stale, familiar formats to a unique digital experience, EI Advisory is now perceived as cutting edge. Clients are known to stop presentations to ask about the software powering them.

Capturing new insights

By combining Turtl's content gating functionality and detailed reader analytics, the analysts can dig into reports to see where clients have gone back to view something multiple times. This gives them a clear view of which clients are particularly invested in the research and could benefit from further conversations around the results.

We actually use Turtl’s analytics to tailor our meetings with clients. If someone has spent a long time reading the report we sent them, the meeting will be more of a discussion. If we see that they’ve barely glanced at it, we know we’ll have to put in extra effort and prep work.

Jane Geiger, Senior Analyst, Global Client Lead