Research Process

1) Taking the Users/Customer View: we see technology as a tool to serve intended users better. Consequently, our research on the benefits of technologies starts with detailed interviews with users, observation of their mobile and online habits and comprehensive surveys.

2) Employing structured methodologies: from our user research we develop extensive evaluation grids for benchmarking the quality of website, social media and mobile apps presences by financial services providers

3) Thorough and objective analysis: Based on the benchmarking analysis and its user-derived criteria our experienced analysts undertake thorough assessments of online and mobile presences of financial services firms. Every criterion is assessed by a minimum of two analysts.

4) Trend Monitoring: while we evaluate the existing online presences and mobile applications we look ahead as well. We identify best practices, set benchmarks for the future and identify trends by continuous technology scouting and by talking to experts, vendors and early adopters. Our proprietary online panel of early stage end-users of new media in financial services provides us with an outstanding research tool.

5) Taking a stand: We believe that the real value of any analysis lies in the clear 
judgment calls and recommendations we make, based on our objective and data-driven research. Our independence and in-depth knowledge allows us to give our clients straightforward feedback on how to improve their online and mobile offerings.