FINANCIAL SERVICES INSIGHTS
CLIENT SATISFACTION & LOYALTY RESEARCH
The aQity Research team has over 20 years of providing clear, insightful metrics and improvement recommendations on client satisfaction and loyalty that clients can act on. This includes:
WIN-LOSS SURVEYS
We develop customized win-loss research programs for several leaders in the financial services industry, focusing on (but not limited to) retirement and benefits solutions. The common threads across all of these relationships include:
ATTRITION & LOST CLIENT SURVEYS
These studies are designed to identify missed opportunities and relationship improvements needed to improve retention, especially among target client populations. Our survey approach includes:
Providing clear insights and recommendations to help our clients address these issues and develop remedies that not only prevent further losses but also strengthen retention and broaden key client relationships. BRAND & IMAGE RESEARCH
aQity Research is experienced in establishing brand equity benchmarks followed by ongoing tracking programs to identify shifts in brand awareness, strength and key attributes. These programs include:
THOUGHT LEADERSHIP RESEARCH
Our team has provided important and innovative thought leadership research on a wide range of financial services topics, and among several consumer groups including:
We have also conducted thought leadership research on financial and retirement industry trends through in-depth interviews with:
SEGMENTATION RESEARCH
Our team has provided important and innovative thought leadership research on a wide range of financial services topics, and among several consumer groups including:
We have also conducted thought leadership research on financial and retirement industry trends through in-depth interviews with:
Case study 1
Our team conducted hundreds of phone interviews with mid-size DC plan sponsors, and gauged the relative importance of over two dozen decision factors when selecting a plan provider. Those factors included:
Using multivariate analysis, we identified six distinct segments based on their priorities (e.g. plans primarily focused on low cost vs. those focused mostly on participant services vs. those focused on overall value and brand). We also identified which segments represented the best fit for our client as well as its key competitors. We further leveraged these findings by developing a simple online tool that sales representatives could use to quickly assess the segment that each new prospect best represents. This helped these reps understand how to best convey their capabilities on higher priority decision factors. Case study 2
In a recent survey of recent retirees (those retiring within five years and those who had retired in the past five years), our team developed separate segmentation analyses on both groups and identified which segments “shift” after the retirement transition. We identified the segments that are most and least prepared financially for retirement, provided their demographic profiles, and assessed which ones are the most likely to reach their ideal retirement lifestyle. |