Financial Services

CRS has been working with Financial Services companies for nearly 25 years.  Designing and conducting studies concerning consumer’s personal finances, investments, and loyalty programs has to be handled with the utmost care and respect.  We have dealt with encrypted files and secure customer data numerous times as part of these projects.

We have primarily worked with banks, credit unions, trust companies, and investment firms.  We have executed studies in this category using a wide variety of methodologies including online, central location, telephone, mail, and hybrid designs.

Our Financial Services specialty products have been developed to meet the specific needs of the category particularly related to new product development, innovation, and strategic research.   A brief description of each specialty product follows: