What We Do

Custom Services

Find actionable insights from custom solutions and well-respected annual studies exploring key focus areas in the health and wealth space. At Greenwald, we leverage deep subject matter expertise and a wide range of research methods and audiences to build specialized survey reports and multi-phased research programs that support clients’ goals in branding, marketing, and product development. Work with a research partner experienced in program design, delivery, communication, engagement, and analysis for more valuable outcomes and better business decisions.

Subject Areas

We specialize in obtaining answers to a variety of questions relevant to the branding, marketing, sales, and long-term success of businesses. From financial services research to healthcare and employee benefits consulting , we share data and direction on subject areas that include, but are not limited to:

  • Annuities & Retirement income
  • Caregiving
  • Employee Benefit Offerings & Enrollment
  • Health Insurance
  • Retirement Plans
  • Wellness Programs
  • Consumer Finance
  • College Savings & Debt
  • Social Security
  • Financial Wellness
  • Investments
  • Wealth Management
  • Health Technology
  • Retiree Health
  • Payment Models
  • Human Resources
  • Absence Management
  • Life Insurance
  • Disability Insurance


We know where to find and how to reach specialized audiences who will produce data you can trust to supplement your decision-making. Our ability to formulate engaging research questions and access high-quality panels means you receive better responses from groups that include, but are not limited to:

  • Financial Advisors & Planners
  • HR/Benefits Decision-Makers
  • Industry Thought Leaders & Experts
  • Insurance Brokers & Agents
  • Employees (Participants/Members)
  • Retirees
  • Benefits Brokers & Consultants
  • Life Insurance Agents
  • Medicare Agents
  • Plan Advisors
  • Plan Decision-Makers
  • RIAs
  • Demographic-Specific Consumers
  • Caregivers
  • Policyholders
  • Investors
  • Widows
  • Insider Panels

Study Types

The studies we design come in all shapes and sizes, which depend on the unique interests of the organizations that partner with us. From price testing to public opinion, we can place our focus on any area of your business to help you overcome challenges with ease. Some of the study types we produce include, but are not limited to:

  • Brand Tracking & Awareness
  • Customer Experience & Journey
  • Satisfaction & Loyalty
  • Strategic Planning
  • Thought Leadership
  • Product Development
  • Ad Tracking & Awareness
  • Price Testing
  • Communications Testing
  • Public Opinion
  • Public Relations
  • Usability

Research Capabilities

We use a blend of emerging and traditional strategies for collecting, mapping, and analyzing data to guarantee effective program designs and valuable results for each new project. Some of our qualitative and statistical research capabilities include, but are not limited to:


  • Mixed Mode Hybrid Studies
  • Full-service qualitative & quantitative
  • Focus Groups – Online & In-Person
  • In-Depth Interviewing – Online, In-Person & Phone
  • Surveys – Online, Mail, & Phone
  • Online Bulletin Boards & Journaling
  • Custom Panel Development & Maintenance
Data Analysis:

  • Net Promoter Scores
  • Regression & Key Driver Analysis
  • Conjoint & Max Difference Analysis
  • Data Weighting
  • Factor Analysis
  • Importance–Performance Mapping
  • Indexing
  • K-Means
  • Latent Class Analysis
  • Perceptual Mapping
  • Quiz Development
  • Segmentation & Cluster Analysis

Consulting Services

Not sure where to start? Need something that’s not quite “research”? Exploring the landscape of a new market? Objective help reviewing your research programs in-depth or developing a PR campaign around your research? Our clients regularly turn to us for consultative support. Some of the consulting solutions we provide include, but are not limited to:

  • Research Program Audit/Planning
  • Executive Listening Sessions
  • Public Relations Support
  • Thought Leadership Topic Identification & Audience Selection
  • Ideation/Brainstorming Moderation
  • Industry Expert or Academic Interviews
  • Custom Compilation Reports/Presentations of Syndicated Research
  • Internal Meeting Moderation
  • Presentation & Spokesperson Support
  • Press Release Development

A La Carte Research Support

Greenwald can do as much or as little as you need on any given project. As companies move research in-house and research departments get stretched, Greenwald can be an extension of your team. We can jump in to help a la carte with a variety of activities, such as:

  • Dashboards
  • Infographic Development
  • Qualtrics Support
  • Questionnaire Design/Consult
  • Research Design
  • White Paper Development
  • Data Analysis
  • Data Tabulations
  • Incentives Processing
  • Sample Management & Procurement
  • Summary & Comprehensive Reporting