Financial Services
Fidelity Investments High Net Worth Research
A series of 12 focus groups held with business executives and millionaires in Stamford, Chicago, and San Jose to test a new Fidelity product package offering for High Net Worth individuals.
Federated Investors Institutional Product/Systems Research
One-on-one and telephone interviews conducted with top executives at Federated bank and other institutional clients to determine future product, operational and systems needs. 100 telephone and 45 on-site interviews conducted with executive clients and prospects
T. Rowe Price New Behavioral Economic Marketing/Business Approach Study
Working in conjunction with a behavioral economist at UCLA, conducted interviews with high level company executives across the country to determine feedback, experience, and barriers with a radical communications model designed to dramatically increase employee participation. 75 interviews conducted.
T. Rowe Price Communications Research
An extensive study conducted with HR executives and consultants across the US to evaluate existing T. Rowe Price positioning and communications efforts and to determine the components of successful employee communications. Prospect focus groups with HR executives held in Boston, Philadelphia and Chicago. Over 100 one-on-one interviews conducted with clients, prospects, and HR consultants.
T. Rowe Price Web Satisfaction Research
Benchmark research conducted with retail and 401k clients to access satisfaction and gain feedback on proposed enhancements after launch of new web site. Follow-up focus groups held with Retail and High Net Worth clients to track satisfaction and get feedback on major site enhancements. 14 focus groups and 33 usability labs held in LA, Atlanta, DC, Baltimore, Dallas and Philadelphia.
Citizens Bank Qualitative Research
A series of focus groups held to determine market needs and concepts for a new checking product. 6 focus groups held with bank customers and prospects.
Fleet Bank High Net Worth Satisfaction Research
Telephone interviews with clients who recently moved their accounts to Fleet and some who considered Fleet but did not open an account. 100 interviews conducted in NY, MA, ME, NH, and CT.