LRG for Financial Services

Lieberman Research Group has significant experience assisting financial service organizations involved in banking, credit cards, insurance, investment and cash management services, electronic payments and off-shore opportunities. We understand the issues facing their customers, products/brands and the marketplace in general. We provide industry insights to our clients enabling them to enhance sales and optimize overall return on investment.

Market Targets We Have Interviewed:

• Consumers
• High and very high net worth investors
• Current customers and prospects
• Ethnic markets
• Business markets
• Large and very large enterprises/global enterprises
• Small and medium business
• Investment advisors
• Insurance agents and brokers
• Tax managers
• Off Shore Jurisdiction investors (attorneys. accountants, investment advisors)

Data Collection and Project Tools:

• Executive and consumer in-depth interviews (CFOs, CIOs, high net worth investors, tax managers)
• Focus groups
• Quantitative phone, online, mail and hybrid surveys
• COMPEL^SM message testing
• SCOPE^SM U&A/brand equity tracking
• TRACER^SM advertising/communications tracking
• SIMALTO^SM trade-off studies

Research Projects:

• Product features and pricing research
• Segmentation
• Customer acquisition and retention research
• Customer satisfaction/customer voice
• Brand and product positioning
• Service use and demand forecasting