Financial Services

ORC provides market and customer intelligence to investment banks, securities brokerages, insurance companies and other financial institutions in both the retail and commercial sectors. We'll help you define and understand the critical factors impacting their customers, markets and brands, and potential for growth.

Global and regional financial services leaders look to our expertise to help:

• Identify cross-selling opportunities in any marketplace
• Increase wallet-share by assessing customer trends, attitudes and perceptions
• Monitor trends and external forces affecting the industry
• Assess new distribution channels and technologies
• Gain competitive intelligence on markets, products and companies

A sampling of studies for financial services clients includes:

• Customer satisfaction studies
• Tracking studies
• Competitive intelligence tracking
• Customer loyalty and retention analysis
• Market assessments and segmentation
• Win/loss analysis
• Brand awareness and positioning
• Concept testing
• New product development intelligence
• Pricing strategy studies
• Customer database management

Private Equity

ORC also offers a comprehensive suite of private equity research solutions designed to address every phase of our clients' lifecycle: Services including Market Tracking, Add-On Investment Analysis and Customizable Market Research Services.

• Proactive Deal Sourcing to identify non-traditional, hard-to-find targets across niche industries. Tapping into our Research Directors profound understanding of industry verticals, we assist your team throughout the critical process of identifying distinctive investment opportunities to expedite deal sourcing activities, reduce reliance on external sources (i.e. investment banks, broker dealers, advisors, etc.) and efficiently integrate deal sourcing process into your qualification phase.
• Opportunity Assessment (Pre-LOI) to lay the foundation for due diligence by supplying you with all of the background research on an investment opportunity, prior to executing a Letter of Intent (LOI). Receive a complete picture of the market and company you are evaluating—from the fundamentals of the industry to the key drivers, threats and nuances. Background checks are also available.
• Due Diligence information you need to ascertain whether to make the investment and how to maximize its return.