What We Do

Client Experience Research

Chatham Partners works with financial services institutions to gather insights into customer experiences through qualitative and quantitative research studies that include in-depth conversations with prospects, clients, and intermediaries. By gathering detailed, specific feedback directly from customers and customer influencers, you can more easily acquire, retain, and grow a profitable book of business. These services include:

Benefits of Working with Chatham

  • We offer first-hand feedback. Chatham research programs offer unbiased, unfiltered feedback from key decision-makers in the financial services arena, including prospects, clients, and/or intermediaries.
  • We are independent. As an independent third-party research firm, decision-makers frequently provide information to Chatham that they would not likely share with retirement providers or asset managers directly.
  • We are experienced. Chatham utilizes seasoned Executive Interviewers, who are skilled at gathering comprehensive, fact-based perceptions through in-depth conversations with key decision makers.
  • We have industry expertise. Chatham only works with financial services firms – not a mix of unrelated industries as is common at other market research firms – so we have unmatched breadth and depth of experience related to retirement plans.
Learn more about what our clients have to say.