The financial services industry has been a focal area of our market research consultancy since we started in 1993. We work with companies across the full spectrum of financial services, including banking, financing and leasing, individual life and health insurance, group benefits, wealth and asset management, and capital markets. We have established an intimate understanding of today’s financial consumer and offer specialization with our ability to connect with advisors and other financial professionals through our proprietary panel.
Importantly, we understand the psychology of how financial products and services are internalized by the marketplace. Simply put, we connect the dots between the value of advice, retirement, product, and technology across every financial category and consumer segment in the market.