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Other Studies:
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Bank
Insourcing of Transaction Services - A Global
Study
->
Pricing DC
Pension Plans
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Revenue &
profitability in the US trade finance market
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Carrying Broker Services
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Global Trade
Services
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Market for
plan member education
->
Consumer views of financial planning
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Group
insurance: US versus Canadian opportunities
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Global branding in the DC pension market
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Selling insurance in the Women's market
Investor
knowledge
How much do people in Ontario know about money
and investing? That was the big question
Investor Education Fund tackled recently. In
October 2010, The Brondesbury Group developed a
study of investor knowledge on behalf of the IEF
and managed a survey of 1,000 people across the
province. The survey included more than 20
questions about investing, borrowing and
financial planning. The focus was knowledge
that an informed citizen might be expected to
know rather than basic questions of financial
literacy. For more detailed information about
the report, see
http://www.getsmarteraboutmoney.ca/Investor-research/Our-research/Pages/financial-literacy-research.aspx
Emerging Issues in
Asian Trade
Used secondary research and contact with key
informants to identify key issues in Asian
trade and how they related to the product
offerings of a global bank. This
information was used to inform bankers, as
well as providing the starting structure for
a dialogue with the bank’s most valuable
corporate clients in Asia.
Strategy for the Commercial Health Market
Identifying profitable growth opportunities
in the Canadian commercial healthcare market
was the focus of this strategy study for a
major Canadian bank. The work involved
extensive use of secondary databases, as
well as interviews with key informants. A
future-oriented look that included changes
in licensure and scope of practice formed
part of the work.
Appetite for Foreign Investment
Discussions with half of all mid-sized
Defined Benefit plans in Canada looked at
current investment inside and outside of
Canada, including investment in alternative
asset classes. Looking to the future,
the study assessed the likely changes in US
and international investment over the next
two years. Countries and regions with
specific investment appeal were identified.
Bank Cash Management Advisory
Our role was providing value-added
analysis and interpretation for a
syndicated survey of Cash Management in
Canada (Maritz)In particular, we took
survey data and provided customized
analysis to help pinpoint participant
weaknesses and opportunities. This was
used to help us provide recommendations
for action geared to the unique
positioning of each bank participating
in the study.
Strategy for a Financial Industry
Association
Interviews with active members, lapsed
members and non-members of a financial
industry association helped to highlight
its strengths and weaknesses, as well as
gauging its expectations for the
future. We translated this into
opportunities for growth and strategic
changes to help the organization
build loyalty and numbers in its
membership.
Future of Healthcare in Canada – Funding,
Finance, Insurance & Benefits
Why is integration of healthcare the biggest
issue for the next decade? How will demand and
capacity management improve the patient
experience? How will emerging labour shortages
force our healthcare system to change? How will
technology change healthcare in the years to
come? These topics and more are addressed in
this opinion leader study based on in-depth
personal interviews with the most influential
people shaping the future of the public sector,
as nominated by their peers. The study
identifies how healthcare will develop over the
next 5-10 years and why this will happen.
Royal Bank of Canada and Manulife
Financial sponsored the work. The study
includes a special report on funding & financing
issues, as well as a special report on insurance
& benefits.
For a brief
Overview of Findings, click here.
For a copy of the full report, please contact
lori.bottrell@brondesbury.com
.
Global Assessment of Credit Default
Insurance
This
study began with a detailed review
of the websites
of major competitors in the business
including both ECA and private trade
insurers. This was combined with
interviews with suppliers and senior bankers
to develop a clear view of future trends in
the market, as well as identifying gaps in
needed products.
Trade Satisfaction, Loyalty & New Product
Development
On behalf of a major bank, we evaluated client
satisfaction and use of trade products, as well
as client loyalty. We also identified how well
current trade products meet underlying needs and
what new products should be developed to meet
future needs.
Retirement Lifestyle
Segments
Using sophisticated
analytical methods, we created a set of
retirement lifestyle segments based on
activity patterns of people age 60 and over,
as reported in a Statistics Canada
database. After extensive profiling of each
segment, we created a quiz with a decision
support tool that allows people to identify
the segment that is most likely to fit their
behaviour and attitudes.
One-Stop Real Estate Shopping Holds Strong
Appeal
One-stop real estate shopping envisages a market where new home buyers
can get all of the home-buying services they
might need through their real estate agency.
Responses of some 1,000 consumers point to a
market that is keen on the convenience this
offers and Century 21 is the real estate company
setting out to deliver this service.
Customer Views of Branch
Service
One-third of customers that gave a bank a high
rating for service quality have real criticisms
of the bank’s service. These are missed by the
ratings. Using specialized software for
analyzing comments, we identified the real story
behind the numbers.
Mortgage Buying & Renewal
This study interviewed over 1,000 home buyers
about their selection of a mortgage provider and
mortgage features. We identified the subjective
utility value of a number of mortgage and
provider features and their impact on purchases
and renewals. To assess the economic cost to our
client, we also looked at past and likely future
exercise of economic features.
Equipment Financing
More than a Commodity
Equipment financing is a highly competitive
business, particularly when the equipment is
‘factory floor’ rather than office equipment.
Our recent study of competitiveness commissioned
by GE Capital Equipment Financing (Canada)
highlights and quantifies the impact of service
and pricing on winning bids and retaining
clients. The ‘six sigma’ approach to quality
promoted by GE clearly yields big revenue
benefits in the market proving that equipment
financing is far more than a commodity.
Growing Potential
for Plan Member Education
A careful look into the market for independent
education programs for plan members in defined
contribution plans and group RRSPs. The study
identified the size of the market and the ideal
targets, as well as identifying pricing for
success. A careful analysis of potential course
content also pointed to the series of programs
most likely to meet employee needs.
Zurich Improves its Position
The international market for large corporate
property & casualty insurance is both complex
and competitive, but within a country,
cross-border business is highly concentrated.
Zurich Insurance commissioned us to assess their
position in the market by speaking with a select
group of consultants that dominate the business.
The study pointed to dramatic improvement in
Zurich’s position in the market over the past
five years.
Rising
Demand for Environmental Liability Coverage
Insurance consultants for large corporate
property & casualty insurance point to
increasing need for Environmental Liability
coverage among their cross-border clients, as
one of many product areas that are expected to
grow.
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