Credo Consulting Inc

Credo Consulting, established in 1998, is a research and consulting firm focused on providing solutions to the Canadian financial industry. The research is designed to be actionable and solution-based in order to offer value to clients. Our goal is to help our clients interpret and leverage industry trends in order for them to develop cutting edge business strategies. CREDO STUDY (advisor research) Our annual flagship study of financial advisors and their usage and perception of financial product manufacturers. This study explores the credibility of your brand and the personality it has in the minds of advisors. FINANCIAL COMFORT ZONE (investor research) This omnibus study of Canadian investors has been running since fall of 2015, currently with more than responses to questions surrounding financial matters, product usage, company awareness, satisfaction with financial advisors and financial literacy. CANADIAN INVESTOR PERSONAS Derived from the ongoing Financial Comfort Zone omnibus study, this annual report explores the key differences in the personas between Canadians that are classified as full-service advice users, robo-advised, as well as do-it-yourself investors. In addition, we look at brand usage/awareness of dealerships, ETFs, mutual fund, insurance and banks. Profiles what is important to them financially. PRODUCT CONFIGURATION AND PRICING RESEARCH Struggling with what features to add to that sleek new financial product offering you’ve been working on? Credo uses choice-based conjoint to show you which features are most desirable and what your clients are willing to pay for them. AD TESTING Identifying potential red-flags before they damage your brand. List to advisors use their own range of description to explain the message they receive from your campaign and compare these to your intended messages.