Participate in Our Research The Cerulli research process consists of confidential interviews and executive surveys—executed globally—in the financial services industry, focused on product development and distribution. WHY PARTICIPATE? The Benefits of Participation Influence our analysis with your participation and have your voice heard. In addition to altering the status quo, there are several, more tangible, benefits to participating. Complimentary Research Participants receive research findings relevant to their industry upon the completion of the survey. Access to Cerulli Analysts All research participants enjoy direct access to Cerulli analysts to discuss research findings and industry trends. Custom Benchmarking Receive a custom benchmarking report that compares your firm with other industry players, enabling you to strengthen your approach and make strategic business decisions. SURVEY, INTERVIEW, OR DO BOTH How You Participate is Your Choice We want this process to work for you. Take a survey, sit for an interview, or do both. Take a Survey Engage with us completely at your own pace. Our user-friendly online surveys are at your fingertips whenever the timing suits you. Typically surveys range from 10-30 quantitative and qualitative questions. Interview with a Cerulli Analyst Research interviews are your chance to have a one-on-one conversation with an experienced analyst. Provide your perspective and hear ours in a 30- to 60-minute interview. Interested in Participating? All responses are aggregated to protect the anonymity of specific firms and respondents. The data we collect is used across all Cerulli publications, Cerulli Lodestar, and consulting projects. PARTICIPATE Let's Connect Stay current with our latest insights CONTACT US JOIN OUR MAILING LIST BOSTON HQ: +1 617.437.0084 SINGAPORE: +65 6327 4045 LONDON: +44 20 7645 9040 RESEARCH U.S. Wealth Management U.S. Retirement U.S. Institutional U.S. Product Development Global Asia Europe Latin America CONSULTING Strategic Consulting Custom Research DATA Cerulli Lodestar Cerulli Interactive Report Data Custom Research ABOUT CERULLI Our Company Our History Our Team Careers Research Process Press Releases Contact Us RESOURCES Knowledge Center Webinars and Events News Glossary White Papers PARTICIPATE IN OUR RESEARCH Research Participation Advisor Research Participation © 2021 Cerulli, Inc. All rights reserved. Terms Legal We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice. I AGREE