Understanding Clients & Target Markets

Companies who want to capture and control a larger share of the market need to understand how consumers’ financial planning, investment & savings attitudes are affected by the changes and uncertainties in today’s environment.

Have you considered…

  • Establishing an online customer panel for fast-turnaround surveys and recruits
  • Linking customers to your website or their advisors’ site to explore usability and content needs
  • Talking to husband-wife or parent-child pairs to understand their financial planning challenges
  • Quizzing consumers to understand financial literacy or awareness & perception of products
  • Uncovering gaps in insurance coverage by walking respondents through a needs analysis
We have done this and more to help retirement, insurance and investment companies better understand their clients & policy holders and target markets in general.
Careers Greenwald & Associates