Brand Personality Spectrometer

Personality either attracts or repels people, whether it's an individual's personality or the personality of a corporate brand.  Credo's unique Brand Personality Spectrometer (BPS) provides a tool for the exploration of specially prepared data from The ...

Connecting with Advisors Explorer I

Connecting With Advisors (CWA) is a quantitative Credo data set that enables the exploration of various tools and support services that advisors indicate are important to them as product manufacturers work to support and develop relationship with advisors....

Connecting with Advisors Explorer II

Supplemental to the initial Connecting With Advisors study, this data set provides a variety of additional variables that produce a deeper appreciation for those who are attempting to connect with the financial advisor community. Click here for more...

Credo SEA Explorer

Credo's Sales Experience Audit (SEA) program measures the experiences delivered by the wholesalers who represent financial product manufacturers to personal financial advisors.  It is an ongoing mystery shopping program where financial advisors across ...

Financial Comfort Zone Explorer

The Financial Comfort Zone study is a longitudinal study of Canadians and their perceptions, awareness and understanding of the financial aspects of their lives. It covers their product usage and their use of financial advisors. It delves into their comfort...

Financial Comfort Zone Geographical Explorer

The Financial Comfort Zone study has its respondents geo-coded. As a result, this unique explorer provides map-based images of the concentration of investment company support among Canadian investors. The tool provides a view on the "aura of influence"...

IE-Credo ETF Research Explorer

The IE Credo ETF Study provides a data set that enables the exploration of the demand for ETFs among Canada's financial advisors. tool for the IE-Credo ETF study. Click here for more information

The Better Client Service Explorer

The Better Client Service (BCS) Study is a modified mystery shopping program that has advisors or their assistants route the calls they make to product manufacturers client service departments through Credo's recording systems. The callers rate the quality...

The Better Client Service Explorer (L4P)

Because the BCS study is a longitudinal research exercise, this unique explorer specifically facilitates the periodic analysis of BCS study data. It includes time-based variables that enable the study of the evolution of any given company's service quality. Click...

The Credo Study Explorer

The Credo Study is a longitudinal study of Canadian investment fund companies. Since 2005, Credo has surveyed at least 1,000 financial advisors annually asking them about their usage and awareness of Canada's major product manufacturers. The result is...

The Credo Study Explorer (Over Time)

Because The Credo Study (TCS) is a longitudinal study this unique explorer has Credo's rich data set structured to facilitate the exploration of TCS data over time. The brand evolution of all Canada's significant fund companies, ETF manufacturers and...