Each year, Marketing Matrix conducts a series of cost-efficient
multi-client research studies on topics of interest to the
investment, insurance and banking industries. As you review
these studies, consider how the strategic and tactical information
gained can help you modify and improve your communications
and reduce costs. These studies have successfully
contributed to the creation of more effective literature
and, in some cases, the elimination of marginal pieces.
As always, we will work with you to customize these studies for
your benefit. We do this by:
- Helping you add your own questions.
- Including your selling brokers,
financial advisers and producers in the mix.
In addition you will receive:
- On-going access to Marketing Matrix professionals.
- A private on-site consulting session for you and your associates.
- A full written report.
These studies to be conducted in the Summer
of 2011.
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Study
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Summary Description
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Best Practices in
Social Media
New (Benchmark)
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- Assesses use of social media by financial services providers and the impact on advisers.
- Ranks best of class for financial providers who are applying social media methods and techniques and why.
- Assesses social media sources of information.
- Assesses value, engagement, content, presentation.
- Assesses use of social media by advisers relative to professional and personal use.
- Identifies how advisers use/would use social media for financial information/value.
- Identifies optimal methods of contact/navigation.
- Assesses optimal population of information by financial providers.
- Assesses how advisers want to use social media for their own practices.
- Other questions/issues submitted by subscribers.
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Best Practices
in Mutual Fund
Sales Literature
(12th—year tracking)
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Core Literature Component:
- Assesses one-page fact sheets, product guides, fund specific literature and annual reports.
- Assesses specific elements, i.e., visuals, content, organization information delivery and brand identity.
- Ranks best of class and why.
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Best Practices
in Variable Annuity
Sales Literature
(11th—year tracking)
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Core Literature Component:
- Assesses kits overall and individual literature components.
- Assesses specific, i.e., visuals, content, organization, information delivery and brand identity.
- Ranks best of class and why.
- Special Assessment of Rider Literature (GIB, FIB, etc.)
- Long-Term Care.
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Special Purpose Literature:
- Asset Allocation
- Retirement
- Company Image
- Back to Basics
- Value-Added Programs
- Volatility/ Confidence Building Literature
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- Assesses awareness and impressions of literature.
- Assesses messaging.
- Assesses specific elements, i.e., visuals, content, organization, information delivery and brand identity.
- Assesses most credible and valuable literature.
- Assess visuals and messaging.
- Assesses how it impacts impressions of brand.
- Assesses if it delivers useful information.
- Best of class literature.
- Other literature considered, upon request.
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