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Affluent-Dynamics Panel of Individuals
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Affluent-Dynamics Financial Advisor Panel of Individuals
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Case Histories
 
Business Issue:
Determine overall awareness and brand identity of private banking unit within global financial services company.
Category:
Private Banking and Investments
Marketing Research Approach:
Quantitative: Online survey with qualified individual members of the Panel who have $10 million plus in investable assets.
How client used research results:
Determined baseline of awareness for new Private Banking service with targeted investors.
The study identified key areas of strength for the brand as well as areas that need to be made more compelling to private clients.