Future Studies

Expert-driven studies that build complex views of long-term changes and why they will happen. Leads to effective long-term planning and leadership in market innovation to capture share.

A few of our Future Studies:
-> Strategy for the Commercial Health Market
-> Future of the Public Sector 
-> Impact of Financial Institution Mergers
->
Long-Term Issues Affecting Client-Advisor Relationships
-> Challenges for Pension Plan Providers
-> Future of Healthcare in Canada -
     The Future of Health Benefits

-> Future of Healthcare in Canada -
     Funding & Financial Management
 
 

Other Studies:
-> The Future of the Public Sector
-> Preparing the Financial Planner of the Future
-> Electronic Bill Presentment - Issuer acceptance
-> Preparing the Stockbroker of the Future
-> Evolving Needs of US Travel Agencies
-> Emerging Standards for Securities Licensure
-> Developing a Mortgage Brokerage Professional

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. 


Future of the Public Sector in Canada (5 Studies)

How will the public sector build the capacity it needs?  How does economic sustainability relate to the environment?  What new types of integrated services will we see?  How will urbanization, immigration and an aging population change the future?  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. Participants include deputy ministers, mayors, executives, association heads, think tank leaders, academics, and other selected experts. The study identifies how the public sector will develop over the next 5-10 years and why this will happen. Royal Bank of Canada is the sponsor for the work. The study includes a special section on funding & payment transactions that identifies key services that a bank can provide to help its public sector clients prepare for the future. A very brief overview of each sector is available by clicking the link below.

      Federal & Provincial Government
Municipalities
Healthcare
Public Education (K-12)
Post-Secondary Education (PSE)

Impact of Financial Institution Mergers

As governments scrutinize financial institution mergers, they wonder what is best for their country. The two key questions seem to be “What types of mergers most benefit domestic consumers?” and “What types of mergers help build the country’s ability to compete internationally?” Since politicians are often guided by a mix of national opinion leaders and informed local public opinion, we set out to understand what these groups think about FI mergers. Link to Overview of Findings. Version Français.

Long-Term Issues Affecting Client-Advisor Relationships

This is an assessment of the key long-term issues that affect the relationships between investment advisor, client, firm and regulator including suitability of advice, client communications, advisor qualifications and oversight. Using a combination of secondary research and interviews with business opinion leaders, we identify both the salient issues and the people/information most capable of helping to deal with the issues.

Challenges for Pension Plan Providers

A PEST Analysis (Political-Economic-Social-Technological) of the Pension and group retirement savings market pointed to the forces shaping the market over the next five years and how these forces are likely to change the business. Our report highlighted the major challenges that a plan supplier will face and the strategies needed to succeed in the highly competitive pension market.

Future of Healthcare in Canada - Future of Health Benefits

This is a massive opinion leader study based on in-depth personal interviews with 80 of the most influential people in healthcare today, as nominated by their peers. Participants include deputy ministers, academics, hospital executives, healthcare practitioners and other selected experts. The aim is to identify how healthcare will develop over the next 5-10 years and why this will happen. Manulife Financial is the exclusive life insurance sponsor for the work. The study includes a special report on the Future of Health Benefits that identifies emerging issues in funding & design of health benefits. The study also identifies unique solutions to plan sponsor problems that a life and health insurer can potentially provide.

Future of Healthcare in Canada - Funding & Financial Management


This is a massive opinion leader study based on in-depth personal interviews with 80 of the most influential people in healthcare today, as nominated by their peers. Participants include deputy ministers, academics, hospital executives, healthcare practitioners and other selected experts. The aim is to identify how healthcare will develop over the next 5-10 years and why this will happen. Royal Bank of Canada is the exclusive bank sponsor for the work. The study includes a special report on funding & financing management issues that identifies emerging issues in funding & financial management. The study also identifies unique solutions to client problems that a bank can potentially provide.

 
           

 

 

 

 

 

 

 

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Tel: 1.416.585.2414 
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