WEALTH
Canada Investor Satisfaction Study
Delivers insights on how retail investors perceive their investment firms across advised and DIY relationships, helping firms improve satisfaction and strengthen trust.
Product Finder
WEALTH
Canada Wealth Management Digital Experience Study
Evaluates customer satisfaction with wealth management digital experiences across apps and websites for both advised and DIY investor segments.
DEALER, INSURANCE
DealerPolicy Insurance Integration
In-menu insurance quoting integration that delivers real-time savings to customers, enabling dealers to reinvest savings into protection products and increase profitability.
INSURANCE
Intelligent Match
Personalized auto insurance shopping guidance based on real customer experience—not just rates.
INSURANCE
Loyalty Indicator & Shopping Trends (LIST)
Daily, competitive intelligence tracking auto and home insurance shopping, switching, and loyalty behavior.
OEM, PROFESSIONAL SERVICES
Mexico Automotive Product Consulting
Helps OEMs and suppliers reduce product risk by integrating customer insights into strategy, development, and launch decisions to improve alignment with market expectations.
DEALER, PROFESSIONAL SERVICES
Mexico Automotive Retail Consulting
Improves dealership and brand retail performance through data-driven analysis and benchmarking, delivering actionable insights that enhance customer experience and drive measurable results.
INSURANCE
StudyPrice (VIN-Specific Insurance Risk Analysis)
VIN‑specific risk analysis delivering feature‑level visibility for more accurate insurance pricing and underwriting.
WEALTH
U.S. Financial Advisor Satisfaction Study
Measures how effectively major wealth firms support employee and independent advisors, revealing drivers of advisor satisfaction, loyalty, and productivity.
BANKING & PAYMENTS, LENDING, WEALTH
U.S. Financial Services Churn Data & Analytics Study
Provides daily visibility into customer acquisition and attrition, identifying churn risks and competitor gains so institutions can intervene early and protect revenue.
WEALTH
U.S. Investor Satisfaction Study
Provides an independent view of how retail investors rate wealth firms, helping improve client experience, advisor effectiveness, and competitive position across investment channels.
WEALTH
U.S. Retirement Plan Digital Experience Study
Evaluates participant satisfaction with retirement plan digital experiences, identifying how desktop, mobile web, and app touchpoints influence loyalty and long-term asset behavior.