WEALTH MANAGEMENT MARKET RESEARCH
A number of our clients are financial services firms in banking, insurance, and wealth management that want to communicate with their customers.
Most of the surveys we do include a high net worth component or are targeting customers who have recently made a transaction of some sort, such as a phone call to a service center.
Some surveys might also include new customers and focus more on learning more about the on-boarding process. Likewise, other surveys can be a general inquiry to customers asking about their overall experience.
We use both mail and online methodologies. In some cases, a “mixed-mode” approach is used, offering the survey participant the choice to take the survey using either channel. Readex handles all aspects of the survey in-house, providing complete control over everything related to design, implementation and data processing.
Contact us to discuss your specific needs and interest.