Banking, Insurance and Investments


"Chadwick Martin Bailey's research has been a powerful tool to help us maximize resources toward key areas for increased customer loyalty."

- TD Banknorth                                                          


   

 

Jim Garrity leads our Financial Services practice and Laurie Manos leads our Insurance practice.  Together they leverage over 20 years of experience helping clients like The Hartford, Bank of America, Blue Cross Blue Shield, John Hancock, SunTrust, Westfield Insurance, Cigna, and Wachovia deal with some of their toughest challenges.  We have conducted segmentation to support effective cross-selling in siloed organizations, helped unlock the latent revenue and profit opportunities trapped in transactional databases, maximized intermediary distribution channels, and differentiated brands in an increasingly commoditized marketplace.


Types of Assignments

  • Product & Service Development
  • Market Evaluation & Segmentation
  • Cross-sales Development
  • Brand Development & Positioning
  • Advertising Effectiveness
  • Brand Health Tracking
  • Employee Measurement
  • Custom Panel Development
  • Customer Value Delivery
  • Optimizing Intermediary Channels
  • Problem Analysis
  • Concept Testing
  • Investment Market Growth
  • Brand Extension


Clients and Case Studies

In the News: Chadwick Martin Bailey's insights for MetLife's Mature Market Institute in the Wall Street Journal:  Meaning Trumps Money for Those Seeking the "Good Life

Click here to see our financial services and insurance clients or contact us for case studies that show how we have helped our clients refine and grow their businesses.