Environics' Public Affairs practice offers clients access to a diverse selection of syndicated research tools. These regularly scheduled surveys offer subscribers cost-effective opportunities to conduct new research or access to valuable tracking data that can be used for strategic insight.

The Advisor Perception Study

The Advisor Perception Study, is a comprehensive look at the competitive mutual fund and life/health insurance marketplaces from the personal financial advisor's point of view. This study has been conducted for the past 10 years, making it the longest running study of its kind.

Key analyses included in the deliverables for the Advisor Perception Study offer both strategic insights and tactical findings:

• Brand Equity Measure
• Client expectations framework
• Drivers of mutual fund and insurance sales support
• Loyalty Measure
• Drivers of acquisition and defection in both the mutual fund and insurance industries
• SWOT analysis
• Brand mapping

Download the Advisor Perception Study prospectus - ( 97kB)

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Wholesaler Effectiveness Study

The Wholesaler Effectiveness Study measures how well mutual fund company sales teams are perceived by the personal financial advisors whom they service. Results for the Wholesaler Effectiveness Study are delivered at the most granular level - by individual wholesalers. This allows mutual fund companies the ability to assess how each member of their sales force is perceived to be performing against the competition.

Download the Wholesaler Effectiveness Study prospectus - ( 85kB)

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The Call Audit Study

The Call Audit Study is a mystery shopper program that measures how well the financial institution call centers that service personal financial advisors are performing in the eyes of the advisors. Financial advisors are recruited to participate in the program in which they call into the call centers they frequently use, request help from the customer services representatives and then rate the effectiveness of the CSR on a number of attributes. Results for the Call Audit Study are delivered quarterly and report on call center performance relative to competitors.

Download the Call Audit Study prospectus - ( 1.92MB)

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