Phoenix Marketing International is leading the way in advertising effectiveness measurement with its new Advertising Performance Indicator® Express ad performance scorecard. This new service provides detailed advertising performance measurement in a quick-turnaround format. It is a cost-effective approach that provides clients with in-depth feedback all within a 24-hour timeframe. In addition, ad performance can be compared to industry norms developed in our ongoing category advertising audits for best in class and competitive analysis.
To learn more about AdPi Express, click here.
Phoenix is the foremost authority on financial services and payment systems research in the United States. Our research services cover both consumer and business decision-makers in domestic and global markets.
Clients subscribe to Phoenix Financial Service's monthly, bi-monthly, and quarterly Syndicated Research Studies to track product/service usage and intentions, purchase behavior, brand perceptions, advertising and publicity impact, competitive activities, and consumer lifestyles.
Phoenix conducts four syndicated research programs in the financial services industry – each of which allows subscribing clients to add custom questions and request customized analysis.
The Phoenix AdPi® and BrandPi® Audits (Advertising Performance Index and Brand Performance Index Audits) measure the impact of marketing communications on brand and business performance. Rapid-response reporting allows clients to make quick decisions around ways to optimize marketing programs and media budgets. Coverage of the financial services categories include investment services retirement services, credit cards, retail banking and property and casualty insurance.
PMI Global Wealth Monitor
Strategic Insights For Affluent Markets
The PMI Global Wealth Monitor syndicated research tracking studies provide the foundation for our work with clients who market to affluent and high net worth (HNW) households. These ongoing and trended studies provide strategic information, insights, and advice on numerous topics related to wealth and asset management, including preferences toward and use of advice and advisors; investment products owned, current balances and asset allocations; use of credit and debit cards; attitudes toward investing, personal finances and goals, economy, and wealth; investment and retirement intentions, and demographics.
Our advisory offerings include:
- Standardized reports
- Custom reports / presentations
- Interactive reporting (coming soon)
- Proprietary question insertion
- Analytical support
- Historical data
The PMI Global Wealth Monitor now has three geographical offerings:
PMI Global Wealth Monitor - U.S.
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Click here for Phoenix Global Wealth Monitor Millionaires By State Rankings - 2006-2012
- Largest-scale syndicated tracking program of U.S. affluent investors
- Nearly 8,000 qualified respondents per year
- Profiling and trending affluent markets in the U.S. since 2003
- Fields 6 times yearly, every other month
- Clients can insert proprietary questions each wave
- Reports throughout the year, including a fully customized on-site report/presentation
PMI Global Wealth Monitor - Canada
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- Annual tracking of affluent and HNW investors in Canada
- About 2,200 qualified respondents
- Profiling and trending affluent markets in Canada since 2007
- Fields twice per year in Spring and Fall
- Clients can insert proprietary questions each wave
- Reports throughout the year, including a fully customized on-site report/presentation
PMI Global Wealth Monitor - Europe
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- Annual tracking of affluent and HNW investors in Europe
- About 6,000 qualified respondents
- Countries covered:
- France
- Germany
- Italy
- Spain
- Switzerland
- Russia
- UK
- Sectors covered:
- Banking
- Investment Management
- Offshore
- Pensions/Retirement
- Insurance
- Customized report / presentation
- Interactive reporting capability
- Clients can insert proprietary questions each wave
The Phoenix Consumer Payments and Preferences Study tracks consumer attitudes, ownership and usage of payment methods (including cash, check, money order, debit cards, credit cards, prepaid cards, private labels cards, and electronic bank account deductions for merchant purchases and bill payments. It covers in-depth sections on checking account activity, walk-up and in-person payments, telephone and online payments, bill payment channels, PayPal, mobile payments, contactless cards and more. Companion studies also track business-to-business payments and small/medium/large biller trends.
The Phoenix Credit Card Monitor® is a blend of syndicated research and proprietary, client-specific questions. Fielded quarterly, it delivers an exceptionally comprehensive and timely assessment of the consumer credit card market.
The Credit Card Monitor surveys a large sample of over 3,000 consumers each quarter. We have over 10 years of historical data for all essential card usage metrics, including ownership and usage of credit card brands, wallet position, rewards and redemption. Each quarterly report provides detailed analysis of hot topics and tracking for key portfolio metrics.
Quarterly hot topics planned for 2013 include:
- Credit Card Marketing Effectiveness
- The Potential for Electronic Wallets
- Cardholder Attitudes and Unmet Needs
- Tapping the Affluent and Young Adult Markets
With a large quarterly sample, proprietary client questions and comprehensive content coverage, we provide our clients with timely insights into the credit card market overall, their own portfolios and those of key competitors.
See additional detail for each study in Market Landscapes.
