Deciphering the “So What” in Financial Services: Bridging the Gap Between Data and Action Published on Sep 13, 2023by Sean Kennelly In the past 15 years, I feel like I’ve spent hundreds of hours engaged in...
Passing the Torch to the next Generation Published on Jul 5, 2023by PMG Intelligence A number of firms are being encouraged to focus on Boomers, the largest generation today....
Introducing Our Powerful Financial Health Calculator: Empowering Individuals for a Brighter Financial Future Published on May 24, 2023by PMG Intelligence We’re excited to announce the upcoming launch of our Financial Health Calculator, designed to help...
PMG Intelligence Advances Human Behaviour Change Modeling in Risk Management Published on Apr 20, 2023by PMG Intelligence PMG Intelligence is excited to announce the expansion of the firm’s decade long journey in...
The Value of Advice – How Asset Allocation Impacts the Value of Investments Published on Apr 19, 2023by PMG Intelligence Knowing how asset allocation impacts the value of investment can increase confidence. PMG’s research has...
The Value of Advice – Understanding CPP Published on Apr 19, 2023by PMG Intelligence Taking steps to understand CPP is important to a successful retirement. PMG’s research has shown...
The Value of Advice – Importance of Planning for Short-term and Mid-term Goals Published on Apr 19, 2023by PMG Intelligence PMG’s research reinforces the many benefits of setting up a plan to meet short-term and...
PMG Intelligence partners with Canadian Down Syndrome Society to advance advocacy and awareness in 2023 Published on Apr 6, 2023by PMG Intelligence Annually PMG Intelligence volunteers research, analysis, and consulting services to a Canadian non-profit organization. For...
Exploring Post-Pandemic Travel Behaviours: Insights from the Travel Industry Council of Ontario’s study conducted by PMG Intelligence. Published on Mar 31, 2023by PMG Intelligence The Travel Industry Council of Ontario is a long-standing partner of PMG Intelligence. Recently they...
The Female Investor: How to engage this powerful segment Published on Mar 8, 2023by PMG Intelligence We just released the findings of our 2023 Women and Investing study to MarketMine subscribers....
The Power of Client Segmentation Published on May 26, 2022by PMG Intelligence ‘Segmentation’ is an overused word in research and generally refers to simple crosstabs that compare...
Using Data Science to Improve the Value of Advice Published on Apr 29, 2022by PMG Intelligence In today’s business, increasing share of wallet and cross-sell opportunities are key business priorities for...
Webinar: Driving Market Re-Engagement Post-COVID in Financial Services Published on Apr 26, 2022by PMG Intelligence Driving Market Re-Engagement Post-COVID in Financial Services. Understanding the shift in financial consumer behaviour.
PMG Intelligence Collaborates with The Agency at Central 1 to Bring Industry-Leading Consumer Insights to the Credit Union System Published on Apr 5, 2022by PMG Intelligence The Agency is applying PMG’s proprietary Life Stage Segmentation and Value of Advice research as...