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Inspect the Analysis Before You Hire the Agency

AAYT does not have industry-specific client case studies to show today. We should not disguise public research as client work or imply results we did not produce.

Answer first

The Evidence library shows how AAYT examines public buyer journeys, positioning, search visibility, trust, conversion paths, and measurement. Each analysis names its sources, separates observations from inference, states what cannot be concluded, and carries a no-affiliation label when real companies are discussed.

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What you can inspect

What You Can Inspect Here

Every Evidence page is designed to help a buyer answer four questions:

  1. Did AAYT examine the right parts of the journey?
  2. Are the findings supported by visible evidence?
  3. Does the analysis lead to a useful decision?
  4. Are uncertainty and missing information handled honestly?
Public analyses

Public Analyses Across Eight Markets

Asset Management03 findings

Asset Management Distribution and Allocator Diligence

Decision examined

Examine whether a strategy is findable, differentiated, and easy to evaluate, from discovery through public diligence and the next distribution action.

Observed publicly
Accounting and Advisory Firms03 findings

Accounting Firm Positioning and the Advisory Buyer Journey

Decision examined

Examine how an accounting firm or CPA practice explains core services, Client Advisory Services, industry fit, trust, and the path to an inquiry.

Observed publicly
Fintech03 findings

Fintech Onboarding and KYC/KYB Trust

Decision examined

Examine how a fintech explains product value, onboarding, know-your-customer and know-your-business requirements, security or risk boundaries, and the next step without adding avoidable friction.

Observed publicly
Mortgage Brokers03 findings

Mortgage Broker Local Discovery and Borrower Handoff

Decision examined

Examine local visibility, borrower intent, trust, response expectations, and the handoff from a search or page to an application or conversation.

Observed publicly
Mortgage Lenders03 findings

Mortgage Lender Product-to-Application Journey

Decision examined

Examine whether product, audience, geography, claims, disclosures, and application routing remain clear from discovery through the next step.

Observed publicly
Private Equity03 findings

Private Equity Firm and Portfolio Company Growth Paths

Decision examined

Separate the firm or fund journey from one portfolio company or several portfolio companies, then inspect where positioning, ownership, measurement, and routing need different treatment.

Observed publicly
Venture Capital03 findings

Venture Capital Thesis Discoverability and Founder Routing

Decision examined

Examine whether founders and LPs can find, understand, and route themselves against the firm's thesis, stage, sector, geography, and relationship model.

Observed publicly
Wealth Management03 findings

What a Wealth Management Prospect Can Verify Before Contacting a Firm

Decision examined

Examine how public positioning, advisor visibility, referral reinforcement, search, evidence, response, and follow-up support a qualified prospect journey.

Observed publicly
Evidence states

The Evidence States

Observed

The statement is directly supported by a cited public source or an authorized first-party record.

Supported inference

The conclusion is a reasoned interpretation of identified evidence. It is labeled as inference and includes important alternatives or limits.

Illustrative

The artifact is a mock example created to show format, workflow, or decision use. It is not represented as a live company result.

Missing evidence

The information needed to support a useful claim is absent or inaccessible. The claim is removed, reframed as a question, or left unresolved.

A fluent paragraph is not evidence. Repetition across multiple AI outputs is not independent corroboration.

Method

How a Public Analysis Is Built

  1. Stage 01
    Buyer and decision
  2. Stage 02
    Dated sources
  3. Stage 03
    Journey handoffs
  4. Stage 04
    Evidence state
  5. Stage 05
    Priority action
  6. Stage 06
    Limits
Source-to-decision path: every analysis moves from a defined buyer to one prioritized action with limits.

  1. Define the buyer and decision

    Name the likely buyer, problem, trigger, and action being examined. Do not review a page against an undefined idea of "good marketing."

  2. Capture dated public evidence

    Record the source title, publisher, exact URL, access date, relevant excerpt or field, and the claim the source can support.

  3. Separate the journey into handoffs

    Inspect the path from discovery to promise, evidence, CTA, form, confirmation, follow-up, and measurement. A strong section cannot compensate for a broken handoff later in the journey.

  4. Classify each finding

    Mark what is observed, inferred, illustrative, or missing. Identify alternative explanations.

  5. Prioritize one action

    A long list of issues is less useful than a defensible first decision. State what should change, what evidence supports it, and what would disconfirm the recommendation.

  6. Record the limits

    Public analysis cannot reveal internal conversion rates, pipeline quality, budgets, approval workflows, customer feedback, or sales performance unless the company published reliable evidence.

What Public Evidence Can, and Cannot, Show

Can show

  • Visible positioning and category language
  • Published product, service, audience, and geography information
  • Discoverability and page architecture at the time reviewed
  • Claims, disclosures, citations, and proof presented publicly
  • CTA, form, and confirmation behavior that can be observed safely
  • Public ad, search, content, and competitor patterns
  • Gaps between stated promises and visible journey steps

Usually cannot prove

  • Why the company made a decision
  • The quality or volume of its pipeline
  • Conversion rate or revenue impact
  • The performance of a channel
  • Whether internal compliance or legal review worked
  • Customer satisfaction
  • Operational capacity
  • The causal effect of a recommended change

AAYT should never convert those unknowns into confident outcome claims.

Sample report cardSample

Product families are visible, but the comparison job is left to the evaluator.

Observation
The homepage presents three product families and separate audience links for individual, professional, and institutional visitors.
Source
Home · ICON Advisers · accessed 2026-07-28
Implication
An evaluator may still need a task-based comparison explaining who each family is for.
Action
Add a compact product-family comparison organized by evaluator objective.
Limit
Public pages cannot show how intermediaries are trained or supported off-site.

Public Summary and Full Sample Analysis

Each lane page provides a useful public summary: the decision examined, three to five findings, source links, one priority action, and explicit limits.

Available public analyses link directly from this library. For a tailored review, request a Growth Opportunity Report.

See Sample Report

Free report

How This Differs From a Growth Opportunity Report

Evidence pages show AAYT's public method and sample reports.

A Growth Opportunity Report applies a scoped review of what a prospect sees to the requesting firm. It includes three to five sourced findings, relevant peer context where supportable, and one priority action. AAYT confirms scope within 24 hours and targets delivery within five business days after scope confirmation.

The report is free. It is not a paid audit and does not require a commitment to a larger engagement.

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FAQ

Questions Buyers Ask

No. They are sourced public analyses and sample artifacts. A case study would require evidence of actual client work, intervention, and outcomes.

Published by AAYT