Understanding & Improving Perception

Especially post-2008, financial services firms have been assessing customer perceptions of their brands. They’re working to regain trust and improve transparency. To give you an idea of our work in these industries: we’ve explored affluent investor attitudes, looking for potential differences between financial planning and investment-only audiences. We’ve done tightly targeted regional work of business banking customer for a local bank considering expansion. We’ve provided market landscape and trend analysis of industry competitors. We conducted segmentation. We’ve worked with insurance clients who sought to revisit front line employee engagement after weathering significant media criticism in light of its response to a major regional crisis. We’ve analyzed another insurer’s relevancy in the small business arena by conducting value proposition and RTB evaluations with agents and SBOs.

I was absolutely taken with how this is one of the best pieces of research I have ever seen.”

October 18, 2013

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Clients

  • Affinity Federal Credit Union
  • Affirmative Insurance
  • Allstate
  • Brinton Eaton
  • Fidelity
  • Global Financial Private Capital
  • HigherOne
  • Start Community Bank
  • The Hartford
  • TIAA-CREF
  • Western Union
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