Financial Services
The economy, the stock market, the international environment, and even the social climate are dramatically different now than they were several years ago. How have these changes affected the financial attitudes of your customers? What do they expect from you and your competitors?
Companies who want to capture and control a larger share of the market need to understand how consumers’ financial planning, investment and savings attitudes are affected by the changes and uncertainties in today’s environment. Greenwald helps you to tackle these issues and more each day. We’ve built our business on conducting studies to test new products, positioning and marketing strategies, measure the awareness of and satisfaction with financial services companies, and evaluate agent and client experience.
We understand the complex nature of investment, life, annuity, and retirement products.
- Our team is capable of finding and interviewing advisors from all channels, and our success is attributable to our genuine familiarity with their business and our ability to speak their language. Intimate industry knowledge is due in large part to the doctors of consumer psychology and sociology, chartered financial consultants and life underwriters who comprise our senior management.
- President Mathew Greenwald, among other honors, is one of the nation’s leading financial experts who has testified before the Senate Committee on Aging and has twice been appointed delegate to the National Summit on Retirement Savings. Many other staff members come to us from companies like Smith Barney, Equitable, Nationwide Financial, and the American Council of Life Insurers.
- Tracking consumer trends in the retirement since 1989, Greenwald conducts the annual Retirement Confidence (RCS) in partnership with EBRI. In 2005, we were nominated by PR Week for best research in support of a PR campaign and shared with EBRI the 2006 Media Recognition Award by the National Association of Government Defined Contribution Administrators for our work on RCS.
Please view our financial services client list. For further information on our financial services expertise, please read about our public relations studies and opportunities for multi-sponsored studies on retirement and related issues.