Head to Head Competitive Shop Analysis: Brokerage Services

A national online brokerage firm was interested in comparing their hold times, servicing and selling skills with a group of their competitors. The client had specific criteria to apply consistently to all firms in the study, so that appropriate comparisons could be made. The client also wanted the study to be strictly confidential so that no shoppers would even know which company had commissioned the study. Confero designed the study in such a way that shoppers did not know which firm was being shopped. In just the first phase of the program, Confero shopper reports indicated significant factors that inhibited the client’s target customers from locating the client’s website, brick and mortar locations and contact information.

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