Case Studies:

Fidelity Investments
We conducted a telephone survey among participants in employer-sponsored retirement plans managed by Fidelity. The survey primarily evaluated the information needs of these customers—and, specifically, how those needs could be met by a Fidelity website.

American Insurance Association
We conducted a survey of insurance availability in the city of Boston. Specifically, the research involved a telephone survey of homeowners regarding access to, and opinions about homeowners' insurance, as well as attitudes toward various proposals to make insurance easier to obtain.

Direct Federal Credit Union
We conducted a comprehensive telephone survey among adults in the Greater Boston metropolitan community, identifying shared behaviors, mindsets and attitudes.

Federal Deposit Insurance Corporation (FDIC)
We conducted a pilot survey of mortgage bank executives, as well as federal bank examiners and liquidators on real estate conditions and bank lending practices. The study was designed to assess the use of survey research in gathering information from agency employees on this issue, and to determine the best methodologies for gathering that information.

We also conducted quarterly telephone surveys among mortgage bank executives as well as federal bank examiners and liquidators designed to monitor national real estate trends. Findings were released to the public and the banking community, and were also used for internal planning purposes.

John Hancock Mutual Life Insurance
Our multiple research projects were aimed at measuring customer attitudes and company image.

Select Financial Institution Clients include:

• American Insurance Association
• Capital Bank
• Coolidge Investments
• Direct Federal Credit Union (MA)
• Federal Deposit Insurance Corp. (FDIC)
• Fidelity Investments
• Fleet Boston
• John Hancock Insurance
• Keyport Life Insurance
• Merrimack Valley Federal Credit Union (MA)
• Nantucket Bank
• National Investment Company Service Association
• Nissho Iwai, JAPAN
• St. Mary’s Federal Credit Union (MA)
• Tucker, Anthony: Investment Banking Group
• USAlliance Federal Credit Union (NY/MA)

Contact: Ernie Paicopolos - epaicopolos@opiniondynamics.com