Case Studies: Financial

Marketing, Packaging, and Messaging Research for Netspend

Netspend, a leading provider of prepaid card solutions in the U.S, was looking to revamp the packaging and messaging for its prepaid cards. Its Head of Research and Insights, Mr. Chris Ogilvie knew that instead of doing traditional packaging tests, more accurate results would be achieved by diving deeper into their shopping journeys and uncovering how their attitudes and values drive selection decisions. So he hired Gold Research and set on a mission to better understand his target market.

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Developing a Customer Onboarding Experience Baseline Assesment for an Insurance Provider

Our client, a leading insurance provider, provides policies to insureds looking to have sufficient end-of-life insurance in place to cover funeral and memorial services costs. To improve its customer onboarding process, our client wanted to establish a baseline of customer activity and satisfaction with the various activities, content, tools and services in the onboarding process.

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Current and Future Customer Journeys for a Large Financial Services Firm

A national financial services firm wanted to map out its multi-year growth strategy. So as part of this engagement, we identified and mapped their customers’ current and future buying journeys. Here are some deliverable examples

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