- Conducted focus groups in the USA and Europe for potential new product concepts for retirement planning products.
- Conducted a global CATI – Web survey for consumers to evaluate retirement planning products.
- Conducted in-depth interviews with high net worth individuals to determine the potential for new product concept for retirement planning in the USA. .
- Conducted market intelligence study for feasibility of retirement planning products in Europe and the USA.
- Conducted competitive intelligence study for competitors’ offerings of retirement planning products.
- Conducted market segmentation study for retirement planning products in the US.