category: Financial Services

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Financial professional providing investment advice to faith based investors and individual investors, guiding investment decisions on mutual funds and socially responsible investing that align with religious values and investment policies, excluding companies that conflict with faith.

Case Study — Everence Praxis Faith-Based Investing Research

practical advice to start an online research community for business

How to build an online market research panel

Research communities and research panels offer businesses efficient pathways to gather insights and foster connections with core consumers

Research communities and panels: What’s the difference?

Professional and client at desk discussing finances

Ask the advisors: Is tax-loss harvesting common practice?

Couple in the background discussing the potential of buying a new house with the agent in the foreground filling out paperwork.

What mortgage lenders should know about their evolving customers

Customer going into bank branch to deposit check

The traditional bank branch is dead, isn't it?

Airplane pulling a yellow "switch and save" advertisement banner behind it in the air.

Why “switch-and-save” marketing isn’t sustainable for the auto insurance industry

Skyscrapers against a blue sky

Using survey panels to engage hard-to-reach audiences

analyzing market research on iPad during COVID-19

Update on conducting market research during the COVID-19 pandemic