Industry
Professional Services Market Research
Professional services market research helps accountancy firms, law firms, tax advisors and consultancies to innovate and stand out from the crowd in a competitive environment.
Why Choose us
Experts in professional services market research
Digital transformation and automation will dramatically alter the professional services industry over the next decade.
Customers will demand greater personalization of services and added value, despite the need for greater standardization to increase efficiency and consistency. This is further complicated by rising costs and a hybrid work environment that is changing the operational landscape.
Leading professional services firms are investing in innovation and the client experience to remain competitive. Our professional services market research has directed transformative business and marketing strategies for leading brands across the spectrum of professional services, from accounting to legal services. Get clear advice based on insights from real decision-makers.
Deep experience in professional services
Digital transformation and AI will dramatically alter professional services over the next decade. Customers are demanding greater personalization of services and added value. We help professional services firms to demonstrate their value proposition.
Nuanced understanding of industry terms
We have a network of hard-to-reach professional services audiences. We’re as comfortable talking to a CFO about tax mitigation strategies, as we are to an HR manager about leadership development program requirements.
Trusted by industry leaders
Our insights have helped accountancy and auditing firms, law firms, tax advisory firms, recruiters, outsourcing firms, marketing agencies, technology providers, and consulting firms to shape product launches, go-to-market strategies, rebrands and acquisitions.
expertise
Real insight into professional services
We conduct professional services marketing research with your target audiences, even the ones that are hard to reach.
Tax and accountancy professionals
Accountants, CPAs, accounts payable, accounts receivable and tax managers.
Financial professionals
CFOs, controllers, finance directors, finance managers, financial analysts, bankers, investment managers, financial advisors, brokers and traders.
Marketing and operations professionals
COOs, CMOs, marketing directors, marketing managers, communications directors, and communications managers.
HR and legal professionals
Chief Human Resources Officers, benefits administrators, HR administrators, EHS, and general counsel.
IT professionals
CTOs, CSOs, IT managers, IT technicians, and cybersecurity analysts.
End consumers
401k participants, credit card holders, investors, savers, insurance policy holders, retirees, and small business owners.
Use Cases
How we support smarter decisions in professional services
Launching a professional services ad campaign
Before launching a campaign or concept, it is important to understand the effect it is likely to have on the market’s perception of your brand. Concept development and testing takes some of the risks out of this decision by providing clear insights about the resonance, uniqueness and credibility of ad campaigns. It fuels brand equity for professional services companies by making sure marketers select the most effective ad campaign for their target audiences.
Marketing strategy and budget for tax services
Professional services like audit and tax are retained on the currency of trust. It is therefore critical for tax providers to have an accurate measurement of their brand equity and trust. Our brand tracking research programs track brand awareness, consideration, trust, and alignment with the most important needs among target audiences from small business owners to enterprise CFOs. Marketers use these insights to plan market budgets, measure ROI of initiatives, and differentiate their brand from the competition where there is the greatest opportunity to do so.
Using competitive differentiation to elevate brand strategy
Successful professional services brands build their strategy from their target audience’s reality. Perceptions are often hard to verify before working with a brand, and brand associations built on decades of history can take a long time to shift. By benchmarking your brand’s performance, our competitor benchmarking helps you understand how decision-makers see the performance of your brand and the trust and value it brings. Professional services companies use these insights to optimize messaging, prioritize new practice areas, and generate competitive claims where advantages are identified.
Improving the client experience
Customer experience research helps professional services companies to understand the primary pain points and opportunities to delight customers. Our research insights provide clear guidance to professional services organizations on how to improve their customer experience.
Featured CAse Studies
Our professional services market research experience
“In 20 years, I’ve never worked with a better market research partner.”
Faqs
Professional services market research FAQs
Here are some FAQs about market research in professional services
How can professional services market research help my business?
Market research helps professional services companies to stay ahead in a competitive and evolving market. That often includes customer journey mapping – who makes decisions, where they go for information, and who are trusted sources – and how to optimize value propositions for new products and concepts.
What should I look for in a professional services market research firm?
The professional services industry covers such a diverse array of services that it can be challenging for market researchers to understand the full breadth of products and the customers served. Many of those customers are highly compensated, which makes it hard to reach them through online surveys. It’s important to work with a B2B market research agency that understands the technical nuances of your sub-industry in professional services, including who the target audience is and how to reach them.
How does Werk Insight conduct financial services market research?
We use both quantitative research and qualitative research methods to provide actionable insights for professional services companies. Our professional services research provides valuable insights into brand awareness, customer journeys, customer experience, product testing, concept testing, and pricing strategy.
What professional services solutions is Werk Insight familiar with?
Werk Insight conducts professional services research across accounting, audit, tax consultancy, estate planning, trust management, legal services, IT services, management consultancy, marketing and advertising, PR and communications.