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.
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
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.
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.
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.
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.
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.