Financial Products and Services

Financial Stock Market
Marketplace / Audience
Business to business
Research technique Quantitative
Project objective To understand the strategic challenges and organizational needs of senior level leaders in the academic, medical, cultural and research fields as it relates to retirement planning and investment funds.
Method of data collection Web-based online survey
Target audience – respondent Multiple targets which included:
• Chief financial or administrative officer
• HR Manager
Geography USA
Challenges we successfully met • Project required the programming and testing of a very large and detailed survey with many branching scenarios.
• Multiple changes to survey had to be incorporated into the programmed survey.
• Gaining access to hard to reach senior level contacts.