Lieberman Research Group

FINANCIAL SERVICES

Expert consultative research into financial markets and products

Lieberman serves leading financial services organizations involved in banking, credit cards, insurance, investment and cash management services, electronic payments and off-shore opportunities. Our strategic perspective and proven methodologies and tools help us deliver more actionable solutions to your research challenges.

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

Target Audiences

  • High and very high net worth investors
  • Business markets
  • B2B & B2C
  • Investment advisors
  • Insurance agents and brokers
  • Tax managers