EQ™ Vault

The Explore Qualitative™ (EQ™) Database captures consumer perspectives on the unmet needs, strategic issues and new concepts that shape the future of retail saving, investing and financial advice.

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Modules by Topic

Advice Options

Advice Category Combinations: How Consumers Combine Experiences Reveals Barriers and Tailwinds to Trial & Engagement

Exercise from Innovations in Investment Solutions & Customer Experience Models (2024)

"Digital Investment Advice with Planning Option"

Concept Test from Talking Finance with Friends (2018)

Expectations from Workplace vs. Retail Advice

Exercise from Shopping for Advice on Aging Gracefully (2018)

Expectations from Different Levels of Advice

Exercise from The Experience Divide (2017)

"Choice Box" aka Inside Advice® Grid

Concept Test from Envisioning the Future of Advice & Guidance (2017)

Roles for Primary & Secondary Sources of Advice

Exercise from Envisioning the Future of Advice & Guidance (2017)

Regulatory: "Proposed Fiduciary Rule"

Concept Test from Unblocking Investor Inertia (2016)

Regulatory: "Best Interest Contract"

Concept Test from Digital Habits Revealed (2016)

Blending of Digital and Professional Advice by Pain Point

Exercise from Digital Habits Revealed (2016)

Regulatory: "FINRA IRA Oversight"

Concept Test from Optimizing the Last Chapter (2014)

Pricing

"Elder Financial Care" aka Periodic vs. Subscription Pricing

Concept Test from Shopping for Advice on Aging Gracefully (2018)

"Financial Advice Menu" and Pricing

Concept Test from Shopping for Advice on Aging Gracefully (2018)

Methods for Paying for Advice

Exercise from Envisioning the Future of Advice & Guidance (2017)

Retirement Advice: Service-Pricing Spectrum

Exercise from Optimizing the Last Chapter (2014)

Competitive Perceptions of Product/Service Quality & Price

Exercise from Surprises of Modern Retirement (2013)

Retirement Income

“In-Plan Retirement Income Solution”: Consumer Reactions to the Latest Trends in Guaranteed Income Design to Inform Product Enhancements and Reduce Barriers to Adoption

Concept Test from Innovations in Investment Solutions & Customer Experience Models (2024)

"Long-Term Retirement Investment"

Concept Test from Envisioning the Future of Advice & Guidance (2017)

"Investment Income Matched to Expense Types"

Concept Test from Digital Habits Revealed (2016)

"Drawdown Fund"

Concept Test from Funding Life After Work (2015)

"Overview of Income" for Statements & Digital Views

Concept Test from Funding Life After Work (2015)

"Target Date Retirement Fund with Income"

Concept Test from Life After Work & Fear of the Unknown (2014)