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:

  • Digital transformation

  • Financial advice

  • Financial literacy

  • Mortgages and reverse mortgages

  • Personal, business and general insurance including insurance in super

  • Investment

  • Superannuation

  • Retirement

  • Compliance and regulatory issues

  • Claims and complaints, and 

  • The direct channel and the advisory channel

Contact This email address is being protected from spambots. You need JavaScript enabled to view it.to discuss how we can help you.


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