Bearing Straight is a provider of digital strategy services to credit unions, regional banks, and insurance companies.

Future growth starts with strategy now.

Increasing revenue, efficiency, and customer sentiment starts with a digital strategy built for change, and from generational changes to technology changes, Bearing Straight provides strategy to help you navigate the future.

Services

We provide research and strategy across marketing, sales, and service which includes competitive & industry analysis, internal & external interviews, data analysis, tech stack research, and more. Deliverables can range from high-level strategy to detailed personas, journey maps, content strategy, information architecture, and others.

We start all new engagements with a high-level digital strategy, but where we go from there is customized to your business objectives, environment, and the gaps we’ve uncovered during our initial research.

Learn More about Our Services

 
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A woman writes on a whiteboard how feedback is gathered.
 
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Symptoms You Need a New Digital Strategy

  • Having trouble meeting your metrics but aren’t sure what you’re missing?

  • Sitting in internal meetings filled with discussions on data but no one can agree on a clear line-of-sight action plan?

  • Does your Voice of Customer research provide some insight into specific touch points but doesn’t give you the full understanding of your customer’s journey?

These are all symptoms that you need a new digital strategy. For more symptoms and how to address them, read our post.

 
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What a New Digital Strategy Provides

There’s so much you can do with the right digital strategy, but these are a few of the most common:

  • Use personas to structure your marketing, sales, and service processes in a personalized, yet scalable way, giving you efficiency and operational scalability.

  • Lean into your defined, digital competitive advantage, so your content and channel strategies align to the preferences of your best customers now and in the future.

  • Structure your budget for the interactions and experiences that deliver results, so you no longer waste limited resources.

    To learn more about what you specifically get out of DX research and how it brings actionable clarity to your marketing, sales, product, service, and technology teams, read our post.

 

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