Financial Services Syndicated Studies

In addition to industry-leading custom research, we offer our clients a number of targeted syndicated studies:

The Advisor Perception Study

This flagship brand management study is a comprehensive look at the competitive mutual fund and life/health insurance marketplaces from the personal financial advisor's point of view. The Advisor Perception Study has been fielded annually for more than 15 years, making it the longest-running study of its kind. Topics include:

• Brand equity measurement
• Client expectations frameworks
• Drivers of mutual fund and insurance sales support
• Loyalty measures
• Drivers of acquisition and defection in mutual funds and insurance
• SWOT analysis
• Brand mapping

The Wholesaler Effectiveness Study

This study measures how personal financial advisors evaluate individual wholesalers from mutual fund companies who call on them. The granularity of our reporting enables fund companies to assess how each member of their sales force is perceived to be performing against the competition. The Inside Sales Effectiveness Study, a companion to the Wholesaler Effectiveness Study, examines how well inside sales teams match expectations as well.

The Call Audit Study

This is a mystery shopper program that measures how well the financial institution call centres that service personal financial advisors are performing in the eyes of advisors. Results for the Call Audit Study are delivered every four months and report on call centres performance relative to competitors.

Email David MacDonald, Group Vice President, Financial Services, or reach him at 416-920-2010