Cerulli has been surveying the financial services industry since 1993.
We conduct over a dozen Cerulli surveys in partnership with various associations and firms. Examples include:
- Industry organizations: Insured Retirement Income Association, Financial Planning Standards Board
- Membership Groups: Investment Management Consultants Association, Institutional Investor
- Firms: Advanced Sales, Phoenix Marketing International
+ Research Partnership FAQs
How it Works
- Cerulli and Partner jointly develop survey.
- Survey is uploaded to Cerulli's online password-protected survey engine.
- Partner distributes the survey via email to its membership or client contact base. Cerulli does not need to have access to this list.
- Cerulli may simultaneously distribute the survey via email to its own contacts.
- Once the survey is closed, Cerulli analyzes the data and creates a survey summary to be delivered to all survey participants.
Our survey Partners receive access to the raw data collected from their contact base. In addition, we provide a summary to be sent to all survey participants. Other benefits may include presentations, webcasts or complimentary research.
- Free, no contract.
- Partner leverages Cerulli research engine to survey contact base, receive raw data and key findings sent to participants.
- Cerulli benefits by augmenting our research knowledge.
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