Case Studies
Just when you were getting comfortable, you enter the "Apprehensive" years.
In one of our national population studies aimed at assessing attitudes toward retirement, we discovered that a significant portion of those Americans hitting their late 40's and early 50's show greater signs of anxiety, in some cases approaching panic, about the challenges of retirement. This is one of the intriguing observations we draw from our regular looks at retirement issues, as they influence financial services marketing and public policy choices.
How should we communicate our sustainability position to policy makers?
What else do we need to do? This is a growing question for many organizations and industries, whether their focus is at the market level, among consumers and business customers, or at the policy level. In one case, our client wanted to get its Washington-focused communications to properly reflect its pretty significant environmental and corporate responsibility initiatives. As is often our practice, we used a mix of internal assessment, leadership focus groups and strategy mapping based on deep knowledge of how people think about this issue to provide guidance to this client. In another case, our client needed to balance its focus between business people who used their product and policy makers who could affect their playing field, so we integrated several methods of data collection and analysis to provide a comprehensive answer.
Mutual fund executives and board members aren't optimistic that the government's solution to "market timing" will end the practice.
This extraordinarily reclusive group provided a glimpse into their world in a public-release survey we conducted to help a financial services firm build recognition. It's an example of our ability to reach difficult financial and business-to-business audiences with clear and meaningful studies that encourage their participation.