Insurance, superannuation, investment, financial advice and retirement products
Research with customers, users and stakeholders in the insurance, investment, superannuation, financial advice and retirement sectors form the backbone of the work we do at Susan Bell Research.
Many of Australia's largest financial organisations have benefitted from our insights and knowledge of this market - knowledge based on thousands of interviews with the users of financial services of all kinds, as well as hundreds of interviews with financial planners and brokers.
To help our clients understand and respond to emerging issues in this sector we conduct user and customer research about:
Meeting your 2021 regulatory obligations
Many financial services organisations will be busy in 2021 ensuring that they meet all the latest regulatory changes including Claims as a Financial Service, the new Design and Distribution obligations, and the Duty of Reasonable Care. We understand these issues, so we can easily help design and conduct the right research for you. We also understand consumers' and investors' need for advice and their appreciation of and concerns about that advice; and the self-service strategies that people put in place to act independently of advice.
The needs of people in vulnerable situations are complex. Our experience is that qualitative research using mixed methods is the ideal research approach.