Unlocking Wealth Management Among Asian Americans

Unlocking Wealth Management Among Asian Americans

overview Our client, a leading financial institution, had previously conducted a large-scale quantitative study among Affluents from many different multicultural cohorts. Propelled by this research, they wanted to conduct a “deep dive” into understanding the financial behaviors and needs for one specific cohort – Asian Americans. Knowing that our CultureBeat division specializes in multicultural audiences…

Ad Testing: Rapid Response Agile Method for a Major Financial Services Company

Ad Testing: Rapid Response Agile Method for a Major Financial Services Company

overview In 2012 (before “agile” was a buzzword in the consumer research space), a consumer insights department for a major financial services company asked C+R to develop a quick and efficient customized ad testing tool. Working closely with the client to understand the brand and communication objectives, we created a questionnaire and designed a reliable…

How an Established Financial Institution Learned to Speak Gen Z

How an Established Financial Institution Learned to Speak Gen Z

overview Effectively managing personal finances is an important milestone on the path to independence. As members of Gen Z approach this stage of life, they’re looking around to see what tools and institutions fit their financial needs and values. Our client, a major financial institution, recognized that in order to reach this cohort, they needed…

Qualitative Research + Activation Workshops Help Financial Institution Win With Gen Z

Qualitative Research + Activation Workshops Help Financial Institution Win With Gen Z

overview As the banking consumers of the near future, Gen Zers are being heavily courted by startup fintechs urging them to ditch traditional financial instruments like debit and credit cards. So, how can a leading financial institution show Gen Z that their brand is still relevant and responsive? This was the question on the minds…

Understanding an Untapped Hispanic Audience in the Financial Sector

Understanding an Untapped Hispanic Audience in the Financial Sector

overview How can a financial services organization reach and inspire a segment of Hispanic consumers who’ve historically struggled with financial health and haven’t always trusted financial institutions? A financial services organization approached C+R about conducting foundational research with this cohort. The client wanted to uncover financial attitudes and behaviors and develop strategies for better serving…