Phoenix Synergistics clients include the 50 largest banks, credit unions, payment issuers, acquirers, processors, merchants, card organizations, retailers, insurance companies, brokerage firms, mutual fund companies, and other organizations in the financial services industry. More than 500 financial services projects on both consumer and corporate topics have been conducted over the last 35 years. Check out our available reports over here in the Shop!

The Phoenix Wealth Monitor (W&AM – formerly ‘”GWM”) is the largest, most comprehensive ongoing affluent and high net worth (HNW) tracking program on the market today. W&AM provides detailed and trended analysis of the behaviors, needs, attitudes and outlook of affluent and HNW investors and the implications for the wealth management industry.

Data are collected monthly in the U.S., and semi-annually in Canada.

Every year, Phoenix publishes its State of U.S. Wealth / Ranking of Millionaires Report.  Contact us to learn more.

The Phoenix Consumer Payments Monitor® has tracked consumer attitudes and behavior in the payments arena for over 10 years. The study provides a detailed inventory of payment products owned and payment services used — both traditional and emerging. The survey contains in-depth sections on point-of-sale purchases, bill payments, checking account activity, walk-up and in-person payments, telephone and online payments, bill payment channels, PayPal, mobile payments, electronic wallets, contactless cards and more. Companion studies also track business-to-business payments and small/medium/large biller trends.

The Phoenix Credit Card Monitor® is an ongoing syndicated research program. 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 credit card owners each quarter.

The Credit Card Monitor has over 11 years of historical data for, including ownership and usage of credit card brands, wallet position, rewards and redemption. Each quarterly report provides a detailed analysis of hot topics and a tracking update for key market metrics. The CCM program provides clients an opportunity to include proprietary questions into the main survey to get timely information on key issues.”

For decades, Phoenix has provided the insights financial service marketers need to make effective business decisions. In our syndicated research group we provide clients information on brand and communications testing. We track financial service ads on a monthly basis for effectiveness and return on investment for both clients and competitors in most category. Our custom research group utilizes innovative research techniques to address specific client needs for one-time and long-term tracking of marketing issues and opportunities. This approach, coupled with our extensive experience in virtually all financial service business categories, provides unmatched marketing benefits for our clients. We are able to provide industry-specific models and unique, custom analytics because of our rich, historical databases which are the foundation of our highly customized approach aimed at helping you make the right decisions at the right time.

Our Retirement Services audit shows the direct impact of your advertising on brand and business results by linking brand health to media spending, creative evaluation, and In-Market Performance.

Using unrivaled advertising databases, built in October 2008 and boasting hundreds of thousands of in-market ad evaluations, Phoenix has created proprietary models that predict market response among affluent pre-retirees, age 35 to 64 with at least $100k in investable assets and $100k in household income.

This sizeable quarterly study and the significant number of ads are evaluated by investors using online quantitative studies and deliver the most reliable, relevant mores in the industry among this hard-to-reach target.

A partial list of brands tracked include AIG, Ameriprise, Charles Schwab, Chase / JP Morgan, Brighthouse Financial, Edward Jones, Fidelity/Fidelity Advisors, Invesco, John Hancock, Lincoln Financial, MassMutual, Merrill Lynch / Bank of America, MetLife, Morgan Stanley, Nationwide, Northwestern Mutual, NY Life/MainStay Investments, Pacific Life, Prudential, TD Ameritrade, Principal, Wells Fargo, and Voya Financial.

 


Did you know? For more than 15 years, Phoenix MI has been conducting other large-scale “Audits” of advertising and brand performance in the investment services, financial advisor, and property & casualty insurance sectors.

Our custom research group utilizes innovative research techniques to address specific client needs for one-time and long-term tracking of marketing issues and opportunities. This approach, coupled with our extensive experience in virtually all financial service business categories, provides unmatched marketing benefits for our clients. We are able to provide industry-specific models and unique, custom analytics because of our rich, historical databases which are the foundation of our highly customized approach aimed at helping you make the right decisions at the right time.

Our Financial Advisor audit shows the direct impact of your advertising on brand and business results by linking brand health to media spending, creative evaluation, and in-market performance.

Using unrivaled advertising databases, built since October 2008 and boasting hundreds of thousands of in-market ad evaluations, our Financial Advisor audit focuses on financial investment and insurance companies including their brands, products, services and advertising (auto and home insurance not included.)

This large-scale quarterly study reaches over 2,400 Financial Advisors each year and provides brands that sell their products through Advisors with unparalleled insights into the resonance of their advertising, the stature of their brand, and their association with various financial wellness product types — from Mutual Funds, ETFs, and Defined Contribution Plans to Annuities, Life and Disability Insurance.

A partial list of brands tracked include AIG, Allianz, Ameriprise Financial, AXA / Equitable, Brighthouse Financial, Charles Schwab/Schwab Advisor Services, Fidelity/Fidelity Advisors, Goldman Sachs, Invesco, John Hancock, JP Morgan Asset Management, Lincoln Financial, MassMutual, Merrill Lynch/Bank of America, MetLife, Prudential, TD Ameritrade, Wells Fargo Advisors, Vanguard and Voya Financial.

 


Did you know? For more than 15 years, Phoenix MI has been conducting other large-scale “Audits” of advertising and brand performance in the retirement services, investment services, and property & casualty insurance sectors.

Our custom research group utilizes innovative research techniques to address specific client needs for one-time and long-term tracking of marketing issues and opportunities. This approach, coupled with our extensive experience in virtually all financial service business categories, provides unmatched marketing benefits for our clients. We are able to provide industry-specific models and unique, custom analytics because of our rich, historical databases which are the foundation of our highly customized approach aimed at helping you make the right decisions at the right time.

For decades, Phoenix has provided the insights financial service marketers need to make effective business decisions. In our syndicated research group we provide clients information on brand and communications testing. We track financial service ads on a monthly basis for effectiveness and return on investment for both clients and competitors in most category. Our custom research group utilizes innovative research techniques to address specific client needs for one-time and long-term tracking of marketing issues and opportunities. This approach, coupled with our extensive experience in virtually all financial service business categories, provides unmatched marketing benefits for our clients. We are able to provide industry-specific models and unique, custom analytics because of our rich, historical databases which are the foundation of our highly customized approach aimed at helping you make the right decisions at the right time.

Our Investment Services audit shows the direct impact of your advertising on brand and business results by linking brand health to media spending, creative evaluation, and in-market performance.

Using unrivaled advertising databases, built since October 2008 and boasting hundreds of thousands of in-market ad evaluations, our Investment Services audit uses syndicated brand and advertising metrics for investment services brands, which is fielded monthly among affluent investors with $500k+ HH investable assets exclusive of 401k.

This sizeable quarterly study and the significant number of ads are evaluated by investors using online quantitative studies and deliver the most reliable, relevant mores in the industry among this hard-to-reach target.

A partial list of brands tracked includes Ameriprise Financial, Betterment, Charles Schwab, Edward Jones, E*Trade, Fidelity, Fisher Investments, Invesco, John Hancock, JPMorgan Chase, Merrill Lynch, Brighthouse Financial, Morgan Stanley, Personal Capital, Prudential Financial, Raymond James, Robinhood, T. Rowe Price, TD Ameritrade, UBS, Vanguard, USAA, Wells Fargo, Wells Fargo Advisors.

 


Did you know? For more than 15 years, Phoenix MI has been conducting other large-scale “Audits” of advertising and brand performance in the retirement services, financial advisor, and property & casualty insurance sectors.

Our custom research group utilizes innovative research techniques to address specific client needs for one-time and long-term tracking of marketing issues and opportunities. This approach, coupled with our extensive experience in virtually all financial service business categories, provides unmatched marketing benefits for our clients. We are able to provide industry-specific models and unique, custom analytics because of our rich, historical databases which are the foundation of our highly customized approach aimed at helping you make the right decisions at the right time.

Our Property & Casualty Insurance audit shows the direct impact of your advertising on brand and business results by linking brand health to media spending, creative evaluation, and in-market performance.

Using unrivaled advertising databases, built since October 2008 and boasting hundreds of thousands of in-market ad evaluations, our Property & Casualty Insurance audit covers brands in the P&C insurance category (auto and homeowners insurance), with Ad Level data available for national advertisers only.

This monthly study and the significant number of ads are evaluated by investors using online quantitative studies and deliver the most reliable, relevant norms in the industry among this hard-to-reach target.

A partial list of brands tracked includes AAA Insurance, Allstate, American Family, Amica, Esurance, Farmers, GEICO, Liberty Mutual, Mercury, MetLife, Nationwide, Progressive, The General, Travelers, Safeco, State Farm, The Hartford, 21st Century, and USAA.

 


Did you know? For more than 15 years, Phoenix MI has been conducting other large-scale “Audits” of advertising and brand performance in the investment services, financial advisor, and retirement services sectors.

Our custom research group utilizes innovative research techniques to address specific client needs for one-time and long-term tracking of marketing issues and opportunities. This approach, coupled with our extensive experience in virtually all financial service business categories, provides unmatched marketing benefits for our clients. We are able to provide industry-specific models and unique, custom analytics because of our rich, historical databases which are the foundation of our highly customized approach aimed at helping you make the right decisions at the right time.

 

Measuring Advertising Performance Across TV & Digital Content

Real-time, always-on tracking across TVs, PCs, Mobile, and now, OTT Streaming Devices

CROSS-PLATFORM METRICS

AD / VIDEO RESONANCE

    • Ad, Brand & Message Memorability
    • Brand & Message Communication
    • Likeability

BRAND LIFT
(EXPOSED v UNEXPOSED)

    • Awareness
    • Recommendation
    • Favorability

IN-PROGRAM PLACEMENTS

    • Program Memorability
    • Brand Communication
    • Brand Opinion
    • Fit in Program Content

15+ years of syndicated TV data, tens of thousands of ads measured across TV networks and digital publishers

FOR ADVERTISERS

Powers in-flight campaign optimization and media placement strategy

    • What does it takes for ads to break through advertising clutter?
    • How effective are ads at communicating the brand & message?

FOR PUBLISHERS

Captures how real-world & media factors influence in-market campaign performance

    • How does viewer engagement with content impact ad scores?
    • How does media placement and weight influence performance?