Pon

Turning a global AI platform into a U.S. market wedge

We defined where Streetbeat should enter the U.S. market, what to sell first, and how to expand from there.

AI Strategy

Go-to-Market

Financial Services

Client: Streetbeat

Industry: Financial services / AI platform

Engagement: 5 weeks

Outcome: Defined U.S. market entry wedge and expansion path

Context
Streetbeat built a dynamic AI platform for financial professionals. It already managed $240B+ in assets across Europe; so the U.S. was the obvious next step. However, U.S. institutional buyers don’t readily adopt broad platforms. Rather, they prefer to start with one entry point they already trust. 

Challenge
Streetbeat had the technology and the track record. But the category is crowded: every AI platform claims the same accuracy and scale. Additionally, buyers choose on proof and governance. So without a defined entry wedge, a narrow use case that earns trust fast, Streetbeat risked the same fate as its competitors: strong technology, no first partner.

Intervention
We defined Streetbeat’s entry wedge at the intersection of what their customers need, what they’re willing to pay for to alleviate, and what Streetbeat is uniquely positioned to solve – resulting in a phased land-and-expand path that the sales team can take to market as a cohesive motion, earning trust and building proof along the way.

Streetbeat U.S. market entry wedge and expansion path from advisor workflow intelligence to full platform adoption

Outcomes
Streetbeat now has a defined path into the U.S. market. Sales has a sharper story, backed by credibility instead of claims, and a wedge designed to land the first partner. From there, the expansion path takes that single partner to full platform adoption.

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Jon Chen BOI

Jonathan Chen

Jon brings a unique trifecta of experience in enterprise, startup, and consulting, paired with a sharp strategic mind and the grit to execute. Jon leads our AI strategy practice in the US with a clear mission to help leading businesses turn AI ambition into real, scalable capability and getting to outcomes that you can hang your hat on. With a track record of shaping and driving AI transformation at companies like Cigna and Northwestern Mutual, Jon knows what it takes to scale AI.