Other Studies:
->
Financial services for the wealthy
->
What do 401k
plan members need to learn
-> How can
Asian banks compete
->
Packaging
financial services for business banking clients
->
Gearing
financial services to retirement lifestyles
->
The market
for Group Mortgage Assistance Plans
-> Banking
services and country economic development
Public Perception of International Aid &
Development
What
do Canadians think about foreign aid,
hunger, poverty? What are Canadian public
attitudes towards NGO’s and what is our
knowledge of MDG’s? We conducted a
literature review to explore the existing
sources of Canadian and international public
opinion related to international development
and aid. We also looked for sources of
Canadian opinion of the Government’s
contribution to reducing poverty around the
world. Searches were conducted using both
proprietary sources and public search
engines. A synthesis of information was
provided in a written report, along with a
bibliographic matrix, and a list of best
sources to keep abreast of and maintain
up-to-date knowledge of public perception on
development/aid in Canada and around the
world.
Behavioral
Segmentation of Investment Advisors
Sophisticated analytical
methods were used to identify the attitudes
and behaviours that distinguish top
investment advisors from their colleagues.
The study was based on an amalgamation of
several internal databases relating to
thousands of advisors. Initial analysis was
guided by suggestions from an executive
brainstorming session and then advanced
further as initial findings pointed to new
directions. The study also identified the
best methods for supporting top advisors, as
well as information needed to identify
“rising stars”.
Setting Service Standards for a Trade Services
Organization
Thousands of pages have been written on what
matters to trade clients but most is just a
re-hash of well-known principles from industrial
psychology. There is little proof of what
aspects of service make the most difference to
client loyalty and spending. In addition to
interviewing benchmark competitors, our work
reviewed existing research (including our own)
to identify what changes client behaviour for
better or worse. In cooperation with our
client, we then developed a framework for
comprehensive service standards for the very few
things that really matter to clients. The
standards are tested with clients for
appropriateness and impact. A strategy for
implementation is the final element of the
project.
Communication Strategy
Worked with a federal government entity in financial services, developing a
3-year strategy for communicating their mission to the public. The strategy
began with the identification of target groups based on group size, analysis
of awareness patterns, literacy levels, financial need and risk of financial
losses. An analysis of daily activities and media usage habits was used to
identify methods of reaching the target groups. The work is now moving into
development of targeted messages and delivery strategies.
Most Adults not Getting Financial Info They Need
International and domestic financial literacy studies show that 60-75% of
adults can't deal with the kind of information that most financial
institutions provide. As well, financial institutions gear their advice and
marketing to people already interested in buying investments. The result is
that 30-40% of potential investors are lost at an earlier stage in their
decision-making when they try to decide whether to invest, spend or pay down
debt.
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