Financial Services Issues We take pride in our depth of knowledge in the BFSI space. We partner with organizations ranging from small regional banks to global financial services institutions, providing methodological expertise and insight into customer needs and concerns. We take the time to understand clients' problems and find the answers whether through primary research, re-analysis of existing data and data mining, or modeling, simulation and forecasting techniques.
Our recent projects include research on the following issues:
- Brand equity assessments of leading financial services players, including card processing and credit services, as well as payment services and life insurance processors.
- Tests of new concepts for insurance products and services to identify preferred products and optimal messaging to describe the products.
- Consumer reactions to discount schedules for auto and home-owner insurance, identifying discount packages that lead to the highest customer interest.
- Assessment of cross-selling strategies on inbound calls to a major bank, identifying messages that result in maximum interest with minimum negative reaction.
Customized Solutions for Financial Services We advise decision makers at every stage of the marketing lifecycle. Our experienced researchers (including a PhD-level team) use innovative methodologies tailored to our clients' research needs. We have focused on issues that range from creating market entry strategy, to refining product/service qualifications, to developing sales and marketing strategies, to responding to market feedback. We pride ourselves on our ability to truly understand the voice of the customer and translate that voice into winning strategies for business development, brand development or marketing communications.

