The Financial Marketing Institute conducts focus groups, in-depth interviews and fields six surveys to the following groups to generate invaluable industry benchmarks:
- Financial Marketers
Organizational Dynamics, Budget Allocation, Digital Agency/Vendor Procurement, Digital Media Usage, Digital Content Distribution, CX Management, Key Digital Metrics and Measurement, Agile Marketing, Marketing Technology Usage and Practices - Financial Intermediaries
Digital Platform Usage & Importance, Digital Tools, Digital Analytics, Digital Prospecting, Digital Content Distribution, Mobile Usage, Blog Consumption & Usage, Compliance, Robo-Advisor Trends and Usage and Customer Experience - Individual Retail Investors
Financial Advisor Relationship, Digital Self-Service, Digital Investor Support, Financial Content Importance & Consumption, Usage of Mobile Devices and Apps, Digital Advertising Effectiveness and Digital Media Usage - Institutional Investors
Provider Satisfaction, Investment Tools/Information, Primary Communication Channels with Provider, Digital Content Consumption, Outside Custodial Firms and Third-Party Administrators, Information Sources, Blog Consumption, Social Media/Video Sharing Sites, Usage and Importance of Mobile Devices - Plan Sponsors
Provider Satisfaction, Sponsor Benefits Selection Criteria, Preferred Communication Channels, Digital Triggers prompting Plan Sponsor Engagement, Benefit Plan Related Content (Frequency, Preferred Channels, etc.) and Online Advertising by Providers - P&C Insurance Consumers
Triggers for Switching Providers, Preferred Digital Communications Channels, Communication Frequency with Agent/Broker, Digital Insurance-Related Activities, Insurance Website Engagement, Digital Customer Service, Online Advertising Consumption, Digital Media Usage, Sources for Insurance -Related Information and Prioritization of Insurance Topics