Spectrem Group Information

Spectrem Group is the premier market research and consulting firm in the wealth management and retirement industries delivering insights from wealthy investors and participants Consulting and Custom Research o Quantify market opportunities with primary investor research. o Strategy development that is fact based. o Precise Insights to understand and satisfy client expectations. o Understand the perception of your brand. o Gauge and respond to industry competitiveness. Customer Experience and Satisfaction o Personalized design of all client surveys. o Client feedback benchmark against competitors. o Detailed customer experience research on all relevant client interactions. Wealth and Retirement Research o In-depth knowledge of Wealth and Retirement Markets. o Continuous research with wealthy investors and plan participants o Research reports published throughout the year.