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.