Logica® helped a premier financial services firm track the changing financial goals of their key demographics over time.

At Logica®, we help organizations turn questions into powerful stories through custom thought leadership research. By uncovering original insights and trends that matter to key audiences, we work with companies to elevate their expertise, engage stakeholders and contribute meaningful perspectives to industry conversations. Recently, Logica partnered with a financial services firm to better understand the evolving attitudes and priorities of wealthy Americans and small business owners.

Case Study: Thought Leadership Research for Financial Services

The wealth management industry is constantly evolving to meet the needs of high-net-worth investors and business owners. To remain competitive, wealth managers must continually find new ways to support clients’ growth and financial security.

A leading financial services firm wanted to uncover current trends and insights among wealthy Americans and small business owners. The goal was to better understand how these audiences think about wealth, how they are building it, and how their financial goals and priorities are changing over time. These insights would inform the creation of public-facing marketing materials and support the firm’s broader thought leadership efforts.

The Thought Leadership Research Solution
Logica® conducted two waves of a nationwide quantitative survey among 1,100 wealthy Americans and small business owners. The research explored their sources of wealth, attitudes toward wealth and financial security, how they are building wealth and their financial goals. The study also examined perspectives on retirement and thoughts around upcoming wealth transfers. Small business owners were asked an additional set of questions focused on how their business ownership impacts their financial planning and long-term financial priorities.

Impact of Thought Leadership Research
Logica’s research revealed a wide range of findings about wealthy Americans and small business owners. These insights were used by the client to inform the creation of dozens of public-facing marketing materials. Through email campaigns, social media content and publicly shared research reports, the financial services firm was able to further position itself as a trusted voice within the wealth management industry while sharing valuable insights with its audience.

Get in touch with us today to learn how the right thought leadership research can help position your company for success.