For fifteen years financial services providers have relied on RDR as a thought partner, helping them understand difficult questions about investor behavior, advisor relationships, and business-to-business services.
Our first financial services client remains a client today, a testament to the insights that we provide.
We go beyond gauging client satisfaction and loyalty by identifying the drivers of these measures and providing specific, actionable recommendations for improvement. We get you investor research to gauge behaviors around investment decisions, product selection, and awareness by conducting surveys with investment professionals (RIAs, broker/dealers, etc.) regarding industry trends, new services and products, and client relationships. One of our best tools is Win/Loss research, which identifies the motivators when selecting a financial services provider, along with competitive advantages and disadvantages.
These studies span a wide range of investment topics:
- Retirement strategies and planning
- Life and disability insurance
- College savings options, annuities
- Charitable giving strategies
- Employer benefits and payroll
- How investors use the Internet to research and make investment decisions
We specialize in surveying hard to reach populations on complex topics both on-line, by phone and in mixed mode. Our in-house executive interviewers know how to reach business professionals, decision-makers, financial advisors, and high net worth households. Our clients regularly tell us that they rely on RDR for the more difficult surveys and the most complex topics.
Are you ready for a thought partner? Give us a call.
