Financial Services

The Financial Services industry is comprised of companies having the highest standards of quality and service. This industry is hard to penetrate but extremely profitable. Primary Point has successfully executed projects involving senior-level executives. Projects include:

  • Interviews with 80 buy side investment firms located in the United States and Canada having in excess of $500 million in assets under management regarding technical priorities and planning. Respondents having in-depth knowledge of trade execution, order management, portfolio management, portfolio accounting, and prime brokerage technologies. Sub-quotas by Mutual Fund, Investment Management, Insurance Asset Managers, Pension Funds, and Hedge Fund firms.
  • Interviews with high-level executive contacts at CPA firms to determine their views on current and proposed Peer Review procedures and policies.

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Primary Point (PPI) is a full service B2B market research and sales intelligence provider that will help you select the best research methodology and data collection technique to match your research needs and budget.