Clarity,
Inside and Out
Backed by 25 years of research and advisory engagements in the financial services sector, Louvel Research partners with marketing teams on mixed-methods engagements, from market assessments to published thought leadership.
Projects always start with internal stakeholder alignment to maximize research impact internally and in the marketplace.
Selected engagements
A prominent financial services credentialing organization sought a repeatable quantitative survey to measure the impact of their certification on financial advisors and their wealth management practices. The project involved developing and fielding a financial advisor survey, conducting executive interviews at leading industry firms, and publishing a research report.
Impact Assessments
A start-up wealth management technology firm engaged Sophie Louvel Schmitt through Pirker Partners to develop a thought leadership series based on a proprietary database of market data. The series has strengthened the client’s value proposition and led to high-profile press mentions.
Thought Leadership Research
A risk analytics software firm sought clarity on the addressable market for its products across sectors, including insurance, capital markets, and wealth management. The work involved a quantitative survey of financial services executives across North America and Europe, combined with deep secondary research to develop spending estimates by sector, firm size, and geography for each product.
Addressable Market Analysis
Custom Market Intelligence
A banking industry association commissioned a study for its members to understand how bank wealth management divisions have adapted their sales and service approach in a world less dependent on brick-and-mortar branches. The study involved in-depth executive interviews and a quantitative survey to gather benchmarking metrics.