Financial Services

The Artemis team has a wide and deep history with the financial services industry, helping organizations with their thought leadership, building brand identity, analyzing the impact of new technology capabilities and addressing many other market insight issues for financial service institutions. These cases give a sampling, showing how we worked with Eaton Vance to build one of the largest quarterly surveys of financial advisors; how the Artemis research approach helped PNC Bank to elevate the visibility of its thought leadership position in retirement financial services; and how we helped the U.S. Treasury gain insights on how to motivate a challenging population to move financial transactions from paper to electronic format.

  • Identifying Real-Time Perspectives of Financial Advisors for Eaton Vance. Eaton Vance, a leading global asset manager whose history dates to 1924, was interested in learning about the primary concerns of U.S. financial advisors, their opinions about market sentiment and what issues they typically address with their clients throughout the year. Read more
  • Thought Leadership: PNC “Perspectives of Retirement”. In 2012, PNC Bank asked Artemis Strategy Group to help support the bank’s position as a leader in the crowded world of retirement planning and investment advice by conducting studies to generate original insights on public attitudes and behaviors. Read more
  • Motivating Consumers to Adopt New Technology. The U.S. Treasury Department has worked for years to move payments to and from the government from paper format to electronic, primarily to save money but also for efficiency and security reasons. Read more