Pranses Research Services- Financial Services- Sample Studies

Financial Services - Sample Studies

Type of Product Key Issue	Methodology	Key Learning
Financial Planning Investor Newsletter	Focus Groups - Investors, high net worth	Identified columns and features with greatest impact, for emphasis in marketing and the evolving publication. Provided insights on strongest positioning and tagline. Identified most appealing purchase offer and incentive.
Insurance Customer Satisfaction	In-Depth Telephone Interviews - Claims filers, insureds or care coordinators	Identified patterns of excellent and sub-standard performance. The many areas of excellence provided themes for new creative. Key shortfalls were addressed and given more emphasis in training.
Retail Banking Competitive Positioning	Focus Groups - Middle income account holders - 3 service areas	Identified perception of their institutions vs. the other leaders. Provided insight into the service grid – expectations and needs not currently met. Background allowed for impactful new communications approach.