What We Do

At Greenwald, we tap into a wide range of research methods and audiences to build custom solutions that meet your project’s objectives and budget. Our deep subject matter expertise and strategic approach to finding answers help us produce actionable recommendations for clients across the health and wealth landscape. Work with a research partner experienced in program design, delivery, communication, engagement, and analysis for more valuable outcomes and better business decisions.

Invitation-only study groups for navigating specialty health and wealth markets through meaningful dialogue.

Growing curated research panel of quality advisors, agents and brokers of health and wealth products and services.

Custom Services

Tailored research services that utilize a wide range of capabilities to fit unique study areas and aims.

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:

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

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:

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

Consulting Services

Not sure where to start with your research? Need help reviewing your project in depth or sharing the results at an event? Our clients regularly turn to us for topic selection, study design, data analysis, PR support, and a host of other valuable added services. Some of the consulting solutions we provide include, but are not limited to:

  • Dashboards
  • Data Analysis
  • Data Tabulations
  • Incentives Fulfillment
  • Presentation & Spokesperson Support
  • Press Release Development
  • Public Relations Support
  • Questionnaire Design
  • Research Design
  • Sample Management
  • Sample Procurement
  • Sample Recruitment
  • Summary & Comprehensive Reporting
  • Topic & Audience Selection
  • White Paper Development
See How


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:

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

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:


  • Custom Panel Development & Maintenance
  • Mail Surveys
  • Mixed Mode Surveys
  • Online & In-Person Focus Groups
  • Online & In-Person Surveys
  • Online Bulletin Boards & Journaling
  • Online, In-Person & Phone In-Depth Interviewing
  • Phone Surveys


Data Analysis:

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

See What our Researchers are Talking About in our virtual Coffee Break series!

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