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Financial Services

We are leaders in conducting market research, customer and industry analysis and market and customer assessments for the financial services industry in Canada. Our expertise ranges from personal investing, wealth management to personal, small business, commercial and corporate banking sectors.

We identify the opinions, practices and intentions of the Canadian investor. Our clients include banks, brokerage, mutual fund, financial planning, wealth management and insurance companies as well as professional and industry associations. We conduct in-depth market studies and market research on topics ranging from determining what customers want to measuring customer satisfaction and identifying new cost-effective ways to profitably deliver financial services to investors.

Our Financial Services Industry Segments:

  • Wealth management, advisory services
  • Financial planning
  • Full service and discount brokerage
  • Mutual fund investing
  • Retail banking and card services
  • Private client services
  • Insurance
  • Trust and estate service
  • SME, commercial and corporate banking
  • High net-worth and mass affluent client research
  • Mass market investor research
  • Evaluation of card services
  • Financial advisor and planner research
  • New services and product feasibility assessments
  • Customer satisfaction tracking studies
  • Investor preferences and investment intentions
  • New wealth investing (sale of businesses, inheritances)
  • Professional services (legal, accounting)
  • Customer acquisition and account retention
  • Relationship research
  • Estate and tax planning research
  • Life cycle and life style investor profiling

Our clients include:

  • Banks
  • Full Service and Discount Brokerage Firms
  • Financial Planning, Mutual Fund and Wealth Management Companies
  • Insurance Companies
  • Financial Services Industry Associations

We also conduct a number of annual multi-client tracking studies and omnibus market research studies in the personal and business financial services marketplaces. Please call us for more information.

Upcoming studies include:

  • National Investor and Wealth Management Report
  • The Separated and Divorced Marketplace (A financial services special report)
  • The Canadian Insurance Tracking Study