PMG Intelligence

Did you know? The visibility of women-owned businesses is on the rise! Today, there are over 275,000 women-owned businesses in Canada, driving innovation and growth across industries. Let’s continue to support and celebrate their contributions. #WomenInBusiness #SmallBusiness #PMGIntelligence #MarketMine

October is Small Business Month, and small business owners are more engaged than ever, taking a holistic approach to their finances. Their expectations of the financial industry and providers, especially around service, are rising fast. Now is the time to elevate the support they receive! #SmallBusiness #CustomerExperience #FinancialServices #MarketMine #PMGIntelligence

As we continue to celebrate our clients, we are excited to partner with firms across many industries (Banking, P&C insurance, Mutual Funds, Life Insurance, Pharmaceuticals and Risk) to understand and influence decision-making that improves lives. As an organization we have been evolving. While we started out as a full-service market research consultancy, we have now applied advanced analysis techniques and predictive modelling to understand, at a deeper level, how decisions are influenced and made. This goes beyond sentiment analysis by leveraging comprehensive behavioural frameworks such as Life Stage Segmentation and Value of Advice.   Our ability to connect behavioural models to actionable insights sets us apart, offering our clients more accurate predictions in areas like market segmentation, customer experience analysis, engagement, and customer satisfaction. With our market research and behavioural insights, we use technology to develop interactive tools that support a personalized customer experience and help our clients solve key business problems through a data-driven approach. If you are interested in learning more about how PMG Intelligence can help you understand and activate opportunities within your customer base, please contact Michael Banham CPA, CMA at michaelb@pmgintelligence.com to schedule an exploratory session. #DataDrivenDecisions #BehaviouralInsights #PMGIntelligence 

We wanted to extend a huge thank you to everyone who joined us for our recent webinar, Unlocking Growth: Engaging Millennials and Gen Z in the Credit Union System. The overwhelming interest and the fantastic feedback we've received have been truly amazing! 🙌 The participation and enthusiasm around the study and our discussion on predictive analytics and member experience have been invaluable. We're thrilled that so many found value in our MarketMine services, the driving force behind our data and market insights. If you're interested in diving deeper into one of the key themes we discussed, please reach out to us and we’d be happy to send you a copy of our thought leadership paper, Transitioning from Saver to Investor - It's Happening Earlier. There is no question, Millennials and GenZ are disrupting the financial services industry and the alignment of values between these generations and credit unions represents a major opportunity for growth. If you'd like to explore how MarketMine can support your business planning or have a deeper conversation about the study, don't hesitate to reach out to us at events@pmgintelligence.com Thank you once again for being part of this important conversation! #CreditUnions #Millennials #GenZ #PredictiveAnalytics #MarketResearch #MemberExperience #GrowthOpportunities #MarketMine #FinancialServices #PMGIntelligence 

On CX Day, we take a moment to celebrate you, our valued customer! Whether you've partnered with us through MarketMine, PMG360, or Custom Research, your trust and confidence in our ability to tackle your biggest challenges and seize new opportunities is something we truly value. We deeply appreciate your support and look forward to continuing our work together in the future. As a gesture of our gratitude, we are making a donation to the Food Bank of Waterloo Region on behalf of all our customers. It’s a small way to show how much we value your partnership. Wishing you continued success ahead! #CXDay2024 #CustomerExperience #MarketMine #PMG360 #PMGIntelligence #CustomerSuccess #BuildingRelationships #CustomerCentric

Today, on the National Day for Truth and Reconciliation, we pause to reflect on the deep history and enduring impact of residential schools in Canada. This day honours the survivors, their families, and communities, and remembers the children who never made it home. It is also a call to every one of us to listen, learn, and take meaningful action toward reconciliation.   At PMG Intelligence, we recognize the importance of fostering understanding and respect for Indigenous cultures, histories, and perspectives. Let us take time today and every day to deepen our knowledge, reflect on the truth, and work toward a more inclusive and equitable future for all.   #TruthAndReconciliation #EveryChildMatters #OrangeShirtDay

We are pleased to announce the publication of our 2024 Advisor Behaviour Monitor—an in-depth behavioural analysis and segmentation of Canada’s financial advisors.   PMG’s Advisor Behaviour Monitor stands out from other advisor studies in the market. It provides a comprehensive examination of wealth and insurance advisors’ needs and preferences – how they operate their practice, segment their market, integrate financial planning into their client management and sales processes, utilize technologies, and how they value their wealth and insurance carrier relationships.   In addition to the insights from the study, at its core is a powerful behavioural segmentation analysis that has identified 5 unique actionable clusters of advisors, modelled on behavioural, business, and engagement factors. The cluster model delivers insights into the size of the market and value proposition alignment to create a deeper understanding of the advisors’ practice, conversion opportunities, factors affecting advisor partnerships, and deepening share of business. The model is also foundational for custom work we do with organizations to enhance their current segmentation approach.   Powerful for wholesale, sales, and marketing teams, each segment is presented through enriched personas with over 80 unique feature characteristics, actioned through a scoring algorithm that provides even deeper insights.   To learn more or schedule an introductory presentation on our 2024 Advisor Behaviour Monitor and segmentation model, contact us at contact@pmgintelligence.com.   #AdvisorInsights #AdvisorSegmentation #FinancialServices #BehaviouralSegmentation #WealthManagement #DataDrivenInsights #PMGIntelligence 

Knowing your customers is more than just understanding their financial transactions—it's about uncovering their unique financial personalities, their potential, and their goals.   PMG360 Analytics empowers financial institutions to go beyond surface-level insights, diving deep into the financial personalities and life stages of each customer. With our advanced predictive analytics and behavioural segmentation models, we are helping our clients uncover the unique financial journeys of their customers, allowing for personalized, data-driven interactions. From retention and engagement scoring to life stage segmentation, PMG360 equips you with the insights needed to provide tailored advice and meaningful support at every step of the way.   Want to learn more about how PMG360 can transform your customer engagement? Schedule a demo today to explore the full capabilities!   #PMG360Analytics #CustomerExperience #KnowYourClients #FinancialInnovation #DeeperConnections #PMGIntelligence https://lnkd.in/eZ4mBUc9

Join us on September 26th for a webinar designed to provide actionable insights on how to connect with Millennials and Gen Z. As these generations rapidly become dominant in the financial space, their unique behaviours and preferences are reshaping the industry. To stay ahead, it’s crucial to understand:   -What drives their decisions to switch financial institutions. -How their trust dynamics are evolving. -The role of personalization in gaining their loyalty.   Want to attend? Please contact us to register!   #Millennials #GenZ #CreditUnions #FinancialServices #FutureOfFinance #CustomerExperience #PMGIntelligence #MarketMine