Finance and insurance

B2C and B2B Qualitative and Quantitative Research

Together with our branches in Zürich and Moscow and our partner institutes in Western Europe and Russia, the USA, Australia and South-East Asia, we undertake qualitative and quantitative, national and international research for banks and insurance companies. We create tailor-made research designs for your market research with clients as well as for the B2B sector (sales forces, but also sales partners such as brokers and other banks) and for private wealth management.

We realise that caution is called for in dealing with your clients and business partners, since in conducting the surveys we are acting on your behalf. This is why when it comes to face-to-face explorations we attach special importance to using specially selected interviewers who are compatible with the target group and every one of whom has been trained by GIM. What is more, interviews and focus groups with your most precious business contacts will be conducted strictly by experienced GIM project managers.

Our research competencies cover:

• Fundamental studies and target group analyses
• Business models  
• Brand core analyses  
• Corporate identity 
• Insurance concepts  
• Product concepts 
• Live testing of consultancy tools 
• Name and concept tests
• Brochure tests
• Communication tests

Topics with which we are familiar:

• Insurance companies: life assurance and pension funds, accident and occupational disability insurance, legal protection and health insurance, property insurance such as household, car, house and liability insurance, etc.
• Banks: branch and direct banking, retail customers and PWM,  investment and loans, building society savings and brokerage, etc.
• And the combination of the two: one-stop financial services