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The Company and the Project

An established independent financial broker dealer wanted to install new software to help their brokers better service their investment customers. They hired Market Directions to discover if the brokers were open and capable of using the software.



Quantitative: Mail survey of brokers with telephone follow-up.
Collected paper surveys and input for results and analysis.

Company Actions

Company gained real insight into broker attitudes— on more than just new software. Challenges at hand were addressed and cooperation from brokers made software install a success.

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Mary MalaszekPrincipal Manager
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