THOUGHT LEADERSHIP/PUBLIC RELEASE

• Financial Services: Tracking a Highly Sought-After Audience. Our client required specific information in order to better understand and serve its high-net-worth and ultra-high-net-worth clients. Our long-term market research study demonstrates that the attitudes, behaviors and motivations of this group have changed with the volatile economic times, and affluent investors are demanding more transparency, more frequent communications and more independent information from their financial institutions and advisors. Our client is using innovative technology practices, informed public release strategies and an emphasis on old-fashioned personal client service to inspire trust and confidence in this important set of customers.

• Financial Services: Financial Advisors Face New Challenges Post-Recession. The economic crisis profoundly altered the landscape for financial advisors in the U.S., the firms they work for and the clients they serve. We conducted research for our partners at HNW Inc. and found that clients are demanding more time and attention from their advisors. Our clients understand that there is increasing competition among financial advisors and that they must optimize the ways in which they market themselves and communicate with clients. We work with them to define tangible steps and techniques to ensure personalized service and thoughtful, effective public release strategies.