Financial Services

We have conducted a number of studies on the way consumers look at different financial products and services. The inputs have helped a number of companies finetune their service portfolios and their communications.

In this sector, we have used focus groups and one-on-one interviews, both in-person and via telephone.

Experience Profile: Product/Service Types

  • Business Credit Cards
  • Checking Accounts
  • Credit Cards
  • Certificates of Deposit
  • Financial Planning and Portfolio Advice
  • Healthcare Insurance
  • Mortgages and Home Equity Loans
  • Mutual Funds
  • Retail Bank Services
  • Savings Accounts