A financial services consulting firm was interested in understanding affluent investor needs and preferences around hiring, communicating with, using, recommending, and switching financial service professionals

Case Studies

Market Research and Analysis

Financial / Insurance Services

Home » Case Studies » A financial services consulting firm was interested in understanding affluent investor needs and preferences around hiring, communicating with, using, recommending, and switching financial service professionals

A financial services consulting firm was interested in understanding affluent investor needs and preferences around hiring, communicating with, using, recommending, and switching financial service professionals

Client description:

Financial services consulting firm

Challenge:

Client sought to understand what was driving affluent investor behavior in terms of selecting, maintaining, and terminating relationships with a financial services professional, receptivity to alternative forms of marketing, communications and events, best practices, and reactions to new services, etc.

Methodologies:

Focus groups with affluent investors

The result:

The consulting firm was able to provide their own clients with strategic recommendations based on the study findings from multiple waves of research going back to 2010.

Geographic scope

Industries involved

Financial / Insurance Services

Services applied

Customer Satisfaction, Market Opportunity Study, Voice of the Customer

Methodologies

Qualitative Research

Practice area

Market Research and Analysis

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