Research can help guide brand direction for the products and services offered by financial professionals, either directly to consumers or indirectly through their professional purchase channels. We work with brands to provide a comprehensive perspective on their financial services.
Insights to align brand solutions with the unique user needs of this position
Embedding insights to understand the various touchpoints that exist between professional and customer, from billing and policy designs to optimizing insurance solutions, to help brands better connect with current and/or potential policyholders.
Insights to uncover the ways in which solutions providers can support the payroll professional
From brokers to advisors, research with these audiences requires experience and financial expertise. Our teams have a long track record of working with advisors to help them understand their customers and to develop solutions for growth.
Every customer’s journey and engagement with brands is unique. Insights can help unlock the critical differences at play with this audience, allowing brands to optimize their brand messaging for growth.
Major decisions oftentimes come from the top, and tapping into the perspective of these key decision makers can help unlock critical insights for brands.
