The Melior Group helps clients successfully traverse the increasingly competitive and dramatically changing landscape of the financial services and insurance marketplace. Industry consolidation, product commoditization, and the rise of new competitors and new service delivery channels have created both challenges and opportunities.
Melior’s work in the financial services arena encompasses critical marketing planning issues—buyer behavior, drivers of client satisfaction, switching behavior, market/product potential, branding, loyalty, and competitive positioning—across key sectors. We are able to gather information from hard-to-reach constituencies (e.g., high net worth individuals, C-level financial decision makers in leading companies, portfolio managers, brokers), as well as other purchasers of financial services.
We use our expertise not only to gather high quality data, but also to get underneath the findings to help clients understand the strategic implications of individual and market behavior.