Deciphering the “So What” in Financial Services: Bridging the Gap Between Data and Action
In the past 15 years, I feel like I’ve spent hundreds of hours engaged in...
Passing the Torch to the next Generation
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
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
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
Knowing how asset allocation impacts the value of investment can increase confidence. PMG’s research has...
The Value of Advice – Understanding CPP
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
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
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.
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
We just released the findings of our 2023 Women and Investing study to MarketMine subscribers....
The Power of Client Segmentation
‘Segmentation’ is an overused word in research and generally refers to simple crosstabs that compare...
Using Data Science to Improve the Value of Advice
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
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
The Agency is applying PMG’s proprietary Life Stage Segmentation and Value of Advice research as...
Analysis into the Causal Factors That Influence Financially Successful Outcomes
A new 3-year study has mapped the specific factors that have the greatest impact on...