Financial Services

DJI has conducted several projects in the financial services sector for both retail and institutional banking clients.   Project examples:

  • Several studies related to positioning, marketing and communications surrounding new financial service products (E.g. Debit cards, Investment, Insurance and mortgage products)
  • Studies among high net worth individuals related to product/service bundles, servicing standards
  • Audits of retail communications materials for language and comprehension
  • Website evaluations
  • Multiple studies related to understanding the strengths & weaknesses of our institutional client’s products and services (e.g. custody services, trusts, alternative investments, investment funds)
  • Customer satisfaction related to the performance and use of financial industry software platforms