Client description: Financial services consulting firm

Practice area: Market Research and Analysis

Geographic scope: US

Industries involved: Investments, banking

Services applied: Market opportunity study; customer satisfaction; Voice of the Customer

Business challenge: Client sought to understand what was driving affluent investor behavior in terms of selecting, maintaining, and terminating relationships with a financial services professional, receptivity to alternative forms of marketing, communications and events, best practices and reactions to new services, etc.

Methodologies: Focus groups with affluent investors

The result: The consulting firm was able to provide their own clients with strategic recommendations based on the study findings from multiple waves of research going back to 2010.