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Agile Solutions
Agile Research, AI Solutions, Concept Testing, CPG, Ecommerce, Financial Services, Food & Beverage, Qualitative Research, Quantitative Research, Retail, Shopper
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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…
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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…
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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…