Abt SRBI has strongly focused on financial and insurance services for over 20 years, serving many of the nation’s largest banks, brokerage firms and insurance companies. Our Financial Services Practice, headquartered in New York City, is dedicated to the financial service and insurance industries.

We offer clients a global “one-stop shop,” starting with a review of issues, focus groups and other qualitative research, research design, data collection, analysis and bottom-line oriented consulting. We have one of the nation’s largest telephone interviewing facilities, experienced in interviewing difficult-to-reach corporate decision makers. We conduct research throughout the world through our affiliation with Global Market Research, a consortium of research firms worldwide.

Research and Consulting Areas: Financial Services
Abt SRBI provides value-added strategic research in both the retail and institutional markets through our specialization in financial services. Our specialties include:

• brand mapping, tracking and positioning
• customer segmentation
• customer loyalty and satisfaction
• product/concept testing
• the affluent and “emerging affluent” market
• private banking customer needs
• marketing of investment management services
• large corporate, middle market and small business markets
• customer relationship management
• segmented alternative service delivery models, including online service delivery
• global custody
• advertising testing, diagnostics and tracking

Our newly-released user-friendly interactive software provides value-added in interpreting and presenting results, particularly for brand/ad and customer tracking studies.

Research and Consulting Areas: Insurance Services

• Corporate cyberrisk coverage in the U.S. and Europe
• Marketplace strengths and weaknesses for a financial institutions coverage, including distribution channels, role of brokers/agents, pricing, and reputation of insurer
• Advertising, positioning and brand tracking studies
• Affluent market strategy
• CFO perceptions of potential risks to their balance sheets over the next 3-5 years
• Emerging types of corporate risk that result from the growth of multinational companies
• Strengths, weakness and suggestions for improving the claims handling process for a major provider of management and professional liability insurance
• Quality of services provided by various third-party administrators, including their strengths, weaknesses and areas of opportunity for a major TPA
• Pros and cons of integrated health and disability management (IHDM)
• Numerous product and concept tests for new insurance lines
• Market for and brand awareness of municipal bond insurers