Financial Industry

We have done extensive work with the insurance industry, mutual funds and even a stock exchange.  In some cases, our work was used to help elected officials understand public perceptions and concerns, and, in others, it has been used to help a client understand public or customer needs and concerns.

Case Studies

Van Kampen-American Capital Family of Funds

Problem: The client wanted an innovative, credible way to get regular media coverage and to position itself as an expert in its field.

Solution: By conducting a monthly telephone survey of 1,000 people we developed an index of investor attitudes that provided forward looking information to investment analysts, investors, and the media.

Results: After two years, the index proved itself to be a consistently accurate and reliable forecaster of American investor intentions and was published regularly in the media.  An article was written about the investor index in the New York Times.

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The Insurance League of Texas

Problem: The Texas Legislature was considering taxing certain kinds of insurance premiums.  Our client wanted to convince legislators that this was not the best course of action for them to take.

Solution: We designed a study to examine public reaction to the proposed tax and to compare it to public opinion about other options to raise revenue for the state. 

Results: We were able to show that, not only did the public not favor the tax on insurance premiums, but there were other revenue options they were much more willing to accept.  The client used the results as part of their lobbying effort and the bill was killed.

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Partial Client List

The Chicago Stock Exchange

Van Kampen-American Capital

Independent Insurance Agents of Texas

Insurance League of Texas

Lamar Savings and Loan

Texas Bankers Association

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