Let Us Reintroduce Ourselves: The Full Picture of What Greenwald Research Does
By: Lisa Weber-Raley | 4/13/2026
A few years ago, I posted on Facebook asking for recommendations on mortgage refinancing. What I didn’t realize at the time was that my lacrosse assistant coach — someone I saw multiple times a week — actually worked in that exact field. Talk about a face‑palm moment.
That experience has stuck with me, because it mirrors something we see all the time at Greenwald Research. Even long‑time clients we’ve partnered with for years are sometimes surprised to learn about the full breadth of what we do.
I’ve heard it over and over:
“OH, I had no idea Greenwald did that!”
“I thought you only worked on annuities.”
So, to borrow from Jay‑Z… allow us to reintroduce ourselves.
Yes, We’re Known for Our Flagship Studies, and We’re Proud of It
Many people first encounter us through our largescale, public thought‑leadership research, our Syndicated Studies. These are the projects that get attention, spark industry conversations, and help shape decision‑making across the retirement, financial, and healthcare landscapes.
This includes our three major annual studies with EBRI: the Retirement Confidence Survey, the Workplace Wellness Survey, and the Consumer Engagement in Health Care Survey, along with other high‑impact collaborations, such as Caregiving in the U.S. with AARP and the National Alliance for Caregiving.
These studies are foundational, trusted, and they’ve become widely cited touchpoints for understanding Americans’ experiences and perceptions.
But here’s the thing: Public research is only a small slice of what we do.
What You Don’t See (But Should Know): Proprietary Research That Drives Real Decisions
The majority of our work happens behind the scenes by maintaining deep partnerships with organizations across financial services, health, and benefits. These are engagements we can’t always talk about publicly, but they’re where some of our most meaningful impact happens.
We help our clients:
- Understand customers and stakeholders at a granular level
- Develop and refine products that meet real needs
- Strengthen and position their brands in increasingly competitive markets
- Improve customer experience across the full journey
- Drive strategic improvements rooted in data
- Navigate market shifts with confidence, context, and clarity
And because we work across quantitative, qualitative, and secondary research, we’re able to blend methodologies to create a full, nuanced picture that turns data into direction.
Our clients rely on us for answers and for the questions they haven’t yet thought to ask.
Our Expertise in Health and Wealth: Why It Matters
We intentionally focus on the interconnected ecosystems of financial services, health, and benefits. These worlds don’t operate in silos and neither do we.
Decades of specialization mean that we understand the nuances of regulation, consumer psychology, employer dynamics, and distribution systems. We can spot patterns across industries that others might miss and can present results with context that sharpens insight.
This focus on health & wealth elevates our ability to deliver research that is precise, relevant, and actionable.
So… What Can We Help You With?
If you’re thinking about an organizational challenge, a new product, a customer experience issue, a shifting market, or even just a question you can’t quite answer, reach out to us.
We’ll always tell you honestly whether it’s the right fit for our team.
And if it is, we’ll help you uncover the insights you need to move forward with clarity and confidence.
Thanks for letting us reintroduce Greenwald Research.
(And yes — I did end up using my friend for the refinance.)
