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Phoenix Investment Services Brand and Advertising Audit

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.

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Our retention rates and lengths of engagement reflect our unwavering focus on surprising and delighting each and every customer, each and every time.