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Financial Services Solutions

Comprehensive research solutions for Financial Services.

Get In Touch
Female agent helping couple with finances

Advisor Perception
Study 

Canada’s most comprehensive examination of independent advisor behaviours and perceptions of mutual fund, insurance, and ETF providers.

An unrecognizable mature adult female manager gives praise to a smiling mid adult female employee.

Plan Sponsor Syndicated Prospectus

This annual syndicated study of plan sponsors and administrators provides strategic insights to help you better serve your clients and prospects.

Shot of two coworkers having a discussion in modern office. Businessman and businesswoman in meeting using digital tablet and discussing business strategy. Confident business people working together in the office. Corporate business persons discussing new project and sharing ideas in the workplace.

Touchpoint
Evaluation Program

The Touchpoint Evaluation Program gathers real-time feedback from clients immediately after interactions with your team, enabling you to measure and improve individual client experiences.

Two business men meeting and looking at financial data, charts and graphs on a digital tablet and a laptop computer. There are documents and paperwork on the table. One man is pointing at the screen

Wholesaler
Effectiveness Study 

The Wholesaler Effectiveness Study, an annual add-on to the Advisor Perception Study, offers a thorough evaluation of sales representatives across 10 key success metrics.

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Canadian FinTech Syndicated Study

Our Canadian FinTech Syndicated Study provides subscribers with an in-depth understanding of who is adopting fintech brands and products.

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