Research Support

In addition to our off-the-shelf research resources, we encourage our clients to integrate the research findings and strategic considerations into their businesses. Therefore, we offer the following support on our research offerings:

• Research Project Management
• Executive Presentations of Research Findings
• Research Actioning Workshops
• Invitation to Executive Roundtables
• Annual Industry Trend Presentations
• Quarterly Research Review – Conference Calls or In-Office Presentations
• Redistribution of Study Content for Value-Added Programs for Wholesalers and/or Advisors
• Sales Force Education
• Custom Cuts of Data/Research

Consulting Services

Beyond our research offerings, Credo Consulting provides customized research and strategic review services for clients who require specific business planning support. Recent consulting engagements include:

• Evaluated and critiqued the sales organization structure for one of the top five banks, including territory management analysis and compensation benchmarking.
• Conducted a product review of a financial institution’s separately managed account program. Credo assessed the program components with a goal of increasing profitability and providing alternative distribution solutions.
• A tier one mutual fund firm engaged Credo to do a comprehensive compensation review for 15 key sales and marketing positions among their immediate peer group.
• An investment fund manager retained Credo to design and implement a national sales strategy to support the distribution of its families of mutual funds and specialty products.