Segmentation for Retirement Income Planning

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Helping boost retirement planning support for financial advisors

A leading financial services provider was concerned about whether its products and support were keeping pace with the growing demand for retirement income planning. Our research helped them understand the size and preferences of the marketplace, evaluate how advisors work in this space, and determine what additional support they need.

We identified "best odds" improvement opportunities. Then, through segmentation analysis, we helped our client target the right messaging to those advisors who would most benefit from increased support with their retirement income planning practice.

Register for TRC's latest research seminar - Tuesday, Oct 5th in the Yale Club of New York.

Research 2.0: Innovative choice and Social Networks Methods. This one-day event will feature speakers from Columbia and Rice Universities, in addition to our very own Rajan Sambandam and Pankaj Kumar.

The event will highlight new and interesting developments in choice techniques, text mining, and "Research 2.0". To learn more and register, click here.

TRC's White Paper Library offers, among others, various choice-related articles.

Featured Choice-Related White Papers:

Product Configurator

How to improve your segmentation with Max-Diff

Conjoint Analysis vs. Self-explicated

Understanding choice in banking: Use of Discrete choice analysis

Resources

Philadelphia Chapter of AMA

Philadelphia Marketing Directory

Connect with us !

The Brand Insulation Effect.

Toyota Customers Remain Loyal in the Face of a Recall.

An article authored by Rajan Sambandam, Vikas Mittal and Paul Dholakia, in the latest issue of the Marketing Research Magazine.

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More Testimonials

"You guys nailed it! I made only a few minor tweaks and put this in front of my director and our market manager. Exactly what they were looking for! THANKS SO MUCH! You made my day much easier today by getting this 99.something percent there."

One of our Insurance Clients

"Hi guys, I've presented the MA configurator results to several functions within the Senior [dept] today. Everyone is so excited and they are definitely being used to guide our future product and marketing strategies. Thanks"

Marketing Research Manager at Major Health Insurance Company

YOU GUYS ARE THE BEST!!!!! Please send my thanks along to Janice and especially to Wes. This will make my weekend a lot smoother for sure!!!"

Judy Davis, PECO

"The team at TRC has worked well for me on several research engagements at Comcast. I appreciate that they hold in a workable balance the trade-offs between stakeholder expectations and practicality of implementation. It certainly doesn't hurt that they are an affable, cordial bunch of professionals."

Gregory Kohs, Director, Market Research, Comcast

"The Yale Center for Consumer Insights has collaborated with TRC on several occasions. I have found the folks at TRC to be very responsive to our needs and just great people to work with. The Center is very appreciative of the real world perspective this marketing research company brings to the partnership."

Ravi Dhar, professor at Yale School of Management

"I am nearing completion of a highly analytical project with TRC. This project is extremely important to our company and visible at its highest levels. The deliverable has exceeded our expectations and contributes significantly to our ability to drive revenue. I will look forward to doing so again in the future."

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