Technology - Virtual Roundtable

Re-thinking market research to inform decision making in the investments industry

14th June 2021 | 1:00pm - 2:30pm EST
Why survey data is key to making better investment decisions?

A Meet the Boss roundtable brought to you by Momentive

Market research is becoming democratized where more and more departments within an organization are feeling empowered to do their own research. And its efficacy is clear, with organizations experiencing financial growth (57 percent) being more likely use market research to inform their decisions than those experiencing financial stability or decline (39 percent) (Market Research Solutions 2020).

That said, reaching the right audience segments and getting the answers you need in the short time you have is a huge challenge, particularly when lacking in-house expertise.

Investment firms are increasingly gaining value from survey-powered data, particularly to gauge consumer opinions and leverage them to drive decision-making. For example, if a customer spending inflection point is identified, quantitative data can shed light on their drivers and motivations and whether the shift is likely to be a short- or long-term trend.

How can you capitalise on the shift to agile research methods? And how can you combine the expertise of your in-house data experts with the use of third-party data to make key investment decisions?

Join Momentive and a select group of industry peers to discuss how to adapt and navigate the changing marketplace with market research and to use survey data to make better investment decisions.

Discussion Topics

How are you avoiding making decisions on stale data? What new methods or technology have you implemented in your research?
How do you adapt and navigate the changing marketplace with market research?
Are you using survey data to make better investment decisions inside your portfolios?

Your Host

Thought Leader
Jon Cohen Chief Research Officer, Momentive
Jon joined Momentive (formerly SurveyMonkey) in January 2014. He brings years of research and data expertise… Find out more

Previous Attendees

Fernando Machado
Activision Blizzard
Jennifer Christie
Naveed Tariq
Vice President, Corporate Strategy & Group Innovation Operations,
John Pillar
Line De Decker
Chief Transformation Officer,

About Momentive

Momentive (formerly SurveyMonkey) is a leader in agile experience management, delivering powerful, purpose-built solutions that bring together the best parts of humanity and technology to redefine AI. Momentive products, including GetFeedback, SurveyMonkey, and its brand and market insights solutions,… Find out more
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How Roundtables Work

A Meet the Boss Digital Roundtable is an independently moderated, thought-leading conversation about hot business-related topics. Conducted using bespoke video conferencing technology, each Roundtable gives execs the opportunity to connect with a select group of like-minded leaders without the need… Find out more
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