Today, the financial industry is far more challenging than ever. The rise of affluent millennials generation posts a great challenge to traditional financial institutions. They are active in searching for information and comparing products and services by different providers and they are open to non-traditional financial service providers as well.
We help our clients understand the changing needs of customers on products, services and experience with both manned and e-commerce channels.
We worked on various types of projects for our banking, insurance and fund house clients, including customer satisfaction, brand tracking, ad concept evaluation, product UAT, mystery shopping for compliance etc.