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Outsource2india Provided Business Families Research for 30-Year-Old Global Wealth Management Firm

Case Study on Business Research for Wealth Management Firm

The Client

The client is a New York-based global wealth management solutions provider with a focus on family-owned businesses. They provide knowledge, intelligence, and connectivity to family businesses, offices and private investors around the world. With over 30 years of experience in providing private peer-to-peer environment networking events along with innovative educational and research facilities and managing networking resources worldwide, the client serves a large number of wealthy business families and guides them for future success. With offices across the globe, the client leads a research division from London, United Kingdom.

Requirement & Challenges

The client needed a trustworthy research partner to create company profiles for 300 family businesses with criteria like 50% share capital of the families in their companies, generation managing the company to be at least the 2nd generation of the family, and upper limit to be of $5billion sales per annum (lower limit $500 million) in either 2014, 2015 or 2016. There were several challenges involved in getting the right data considering the given criteria.

Our Solution

Outsource2india's primary and secondary research services provide clients with essential statistics, figures, and facts to aid them in their professional initiatives. We collect original data that are specific to the prescribed research requirements following a scientific method through various sources such as surveys, offline materials, emails, web material, or interviews. We took up this project and initiated a proper communication strategy to ensure the client's inputs were considered while preparing the reports. Our team of research experts conducted telephonic meetings with the client to understand the scope better. We had some initial hiccups to collect valid data but our team successfully conducted this complex research and curated the data to ensure authenticity. We presented the details in a suitable, easy to comprehend report that pleased the client.

The Outsource2india Advantage

With hard facts, computational techniques, and systematic exploration, our team conducts unbiased research as part of our scope of research activities. Our team at Outsource2india works directly with your businesses' consumers to gather primary research straight from the source. For complex Primary Research, we carefully choose and profile targeted focus groups and audiences to ensure that the collected data is accurate; and we conduct secondary market research on specific firms and individuals from commercial informational sources that provide data that are valid and appropriate. Contact us for primary and secondary research that can help you grow your business and augment profit.

Partner with O2I for Top-Quality Business Research Services

Outsource2india has been a leading provider of business research services and a host of other research and analysis services to global clients. Our team comprises of some of the most talented and brilliant minds who can cater to any of your needs. Our multiple delivery centers across the globe allow us to deliver the services within a quick turnaround time. We follow some of the most efficient processes which enable us to provide the best-quality services at highly affordable prices.

If you are looking for a reliable, efficient, quick, and cost-effective business research service provider, then you have come to the right place. Get in touch with us today!

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