We use various qualitative and quantitative research techniques to complete the type of research you need, such as studies regarding:

WRITTEN COMMUNICATIONS

• Development and assessment of sales literature
• Development and assessment of collateral marketing materials
• Advertising development, awareness, effectiveness and tracking

ELECTRONIC COMMUNICATIONS

• e-commerce
• Website development, clarity and navigation
• Website/literature integration
• Website usage and usability

SALES & SERVICE

• Distribution expansion and refinement
• New business development, retention, up-tiering
• Customer satisfaction
• Customer relationship management (CRM)
• Market and business segmentation
• Wholesaler effectiveness

PRODUCT

• Mutual funds and other pooled investment products
• Variable annuities
• Variable life products
• Property & casualty
• Basic banking products
• Private banking and separate accounts
• Individual stock and IPOs
• Product development & alignment

OTHER MARKETING FACTORS

• Brand image, definition, expansion and enhancement
• Strategic pricing
• Marketing strategies, programs and tactics
• Marketing planning