Zeldis 2025 Spring Buzz: News For Market Researchers

The Future of Insights: Trends, Challenges, and Priorities in the Insurance and Financial Services Markets

Zeldis is excited to share the results of recent qualitative thought leadership research we conducted about trends (including AI!), hot topics, and challenges facing the insights industry across our areas of focus: financial services, P&C insurance, health insurance, and group benefits.

We will share what we learned from a series of in-depth interviews with insights professionals in these industries, including:

How the insights function is structured and how research is prioritized in the organization

Trends in methodologies, approaches, and topics

Challenges in successful insights execution and strategies to overcome those challenges

How AI is impacting the research function

Upcoming Thought Leadership on Technology

Zeldis will be conducting three different qualitative TL research efforts in 2025, all related to the use of technology by B2B audiences in the industries where we focus. Watch for the following releases this year:

Research with financial advisors to explore how they tap technology and build out their tech stack for optimized efficiency and client planning and experience

Research with P&C agents and brokers about data integration, multi-carrier quoting platforms for commercial lines, and digital tools for client and agent/broker service

Research with HR and benefits professionals about the importance of data feeds/integrations (API and EDI) and employer and employee portals and apps in administering employee benefits

Research in Action

We are excited to share thought leadership that we executed with Nationwide which explored the role of annuities in the advisor/client relationship and found that annuities present an opportunity for deeper client connections.

Curious about the data behind these insights? Check out the full article on Nationwide.com .

Zeldis Buzz: Case Studies

We are excited to introduce a new feature to our newsletter this year: Zeldis Buzz Case Studies.

Each quarter we will feature a case study of recent work we have done for a client. These will be blinded, of course, but we hope you might find it valuable to see some examples of what others are doing.

This quarter, we are sharing a case study for Fallen Angels and Silver Linings research conducted in the financial services sector.

Zeldis Perspectives

Upcoming Conference Attendance

I am so excited to be co-presenting with Debbie Maas from Fuzion at the IMCA (Insurance Marketing and Communications Association) Ignite conference in Scottsdale June 23-25. We’ll have two sessions:

Intro to Quantitative and Qualitative Research: Come on in, the Water’s Fine

A Deep Dive into the How and Why of Qualitative Research

Debbie and I participated in an IMCA peer3peer Podcast to preview our session – check it out HERE and watch a video preview of it HERE.

I will also be attending Quirk's New York from July 23-24 – please visit us at Booth C. I hope to be able to connect with some of you there!

Please reach out (amy@zeldisresearch.com), to plan for coffee, lunch, dinner, or a drink!

If you have any questions or suggestions for articles you'd like to see in future issues of The Zeldis Buzz, please contact me by emailing amy@zeldisresearch.com.

Amy Rey, Managing Director, Growth and Strategy

Zeldis Research Associates

609-737-7223, x3007

Zeldis Research can help you do smarter, more impactful research. In turn, this allows your stakeholders to market products and services more successfully to their targets.

Our deep and broad industry knowledge in the markets we serve, customized solutions blending Qualitative and Quantitative methods, highly responsive boutique size, and actionable results have helped clients effectively improve the development and communication of their products and services.

Zeldis Research Associates

106 Straube Center Blvd, Suite F-101

Pennington, NJ 08534

p. 609-737-7223

f. 609-737-9272