Spectrem's in-depth knowledge of the wealth management, retirement and investment markets enables our research team to quickly understand your business challenges and design the appropriate custom research methodology to provide key insights to solve your challenges. Our full range of capabilities include:

Qualitative research

• One-one-one in-depth in-person or telephone interviews
• Focus groups
• Small group discussion

Quantitative research

• Telephone interviews
• On-line surveys
• Hard copy mail-based surveys

Our collaborative process with clients ensures that the survey design is tailored to our client and delivers the appropriate information to address the strategic issue. Research findings are interpreted based on the research objective and provide implementable recommendations.

Business challenges can be addressed by a few specific research approaches, such as client needs analysis for product development, market segmentation to identify your appropriate target market, competitive analysis to identify your product and service gaps in the market and a client satisfaction study to ensure client feedback drives strategy.