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Our Services In The Financial Industry
For more than two decades, our clients in the financial services industry have relied on us to connect them to all types of professionals and consumers for reliable insights to drive their innovations.
Finance professionals are notoriously hard to reach and engage. Over the years we have accumulated and developed proprietary resources, and formed valuable partnerships with outside sample vendors to aid in our ability to deliver highly efficient data collection. Our consultants offer deep experience asking the right questions to elicit the most actionable insight from these audiences.
Our financial services clients have some of the most stringent security requirements. As a company that always wants to be ahead of the curve when it comes to protecting our clients’ interests, we are ISO 27001 certified to meet the rapidly growing, international demands for enhanced data security.
Our financial services industry experience includes:
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Syndicated research: We have handled long-term, ongoing data collection for clients who develop and market syndicated studies to various arms of the financial services industry.
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Market landscape: We identify key trends that impact financial professionals and the organizations that employ them. Our clients rely on us to help them keep up with dynamic shifts in the industry and in practices to inform their marketing strategies.
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Product development: Our studies often help clients generate or test response to ideas for new tools and services. Other times, we’re eliciting opportunities to improve upon existing solutions. Nearly every project, whether directly or indirectly, provides some intelligence that may spark new ideas for ways in which to add value.
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Satisfaction and retention: With competitive threats growing from other professional service providers and do-it-yourself tools, it’s critical to understand customer satisfaction from a variety of angles in order to retain and grow business.
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Long-term growth: To ensure future business health, clients keep up with needs, interests, values and priorities of emerging financial professionals and their prospective employers.
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Marketing and brand development: Just as busy financial professionals are hard to reach for research, they are equally difficult to engage through marketing. Our research helps clients define their value propositions and to prioritize messages and media channels for maximum impact and return.
Our studies have targeted these audiences from banks, brokerages, credit unions and investment firms:
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Advisors
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Bankers
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Brokers
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C-level leadership
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Consumers
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Insurance professionals
