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Services:
Overview
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Strategy
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Data Mining
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Customer Research and Focus Groups
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Employee Needs and Process Assessments
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Strategic Management Sessions
Click here if you would like to receive information from Pyramid about upcoming events, reports, or articles.
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Focus Groups
Pyramid is skilled at moderating focus groups. We have in-depth knowledge of the financial services industry, are objective, and are knowledgeable at group dynamics. Focus groups are valuable at providing insights into customer perceptions, needs, preferences, and satisfaction. They are also an excellent way to generate brainstorming ideas from your customers - whether they are financial intermediaries or consumers. They are also useful at exploring issues before designing a large-scale survey.
Having an independent third party perform market research by speaking to your business and retail customers allows for more truthful feedback and elimination of the bias in customer/provider perceptions.
Customer Research
Pyramid designs, manages and analyzes customer research projects. Projects often involve determining customer needs, expectations, usage, problems and complaints. Great care is given to definition of the problem and research objectives.
Pyramid develops the research plan, designs questionnaires, conducts interviews and focus groups, analyzes collected information and presents findings in a concise, easily understood format. Pyramid has expertise in secondary and primary research in financial retail and business markets. We have extensive expertise effectively interviewing top level executives by phone and in-person. We often work with market research firms, particularly for large-scale sampling and data collection.
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Announcement |
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Increase your Internet Servicing of Advisors IQ in 2005! Purchase our Benchmarking Internet Servicing of Advisors study, and Technology and Internet Usage of Financial Professionals in early 2005, and receive a 25% discount. Please click here for more details.
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Announcement |
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Receive a 15% discount for the purchase of all three of our reports on Technology, Internet and Marketing Usage of Advisors, which cover two advisor segments:
- Fee-based Registered Investment Advisors
- Financial Planners who Affiliate with Independent Broker-Dealers
Please click here for details. |
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