As part of our ongoing series on how B2B audiences use technology, Zeldis is excited to share recent thought leadership research that explores a range of topics related to financial professionals’ (FPs) tech stack and the role that technology has on their practices and workflows. We will share what we’ve learned from our in-depth interviews with financial professionals, including:

• How FPs use technology in their practice, with their clients, and with providers

• The impact technology has on client engagement and practice efficiency

• Priorities in technology, including ease of use, functionality, and integration with existing platforms

• Motivators and barriers to considering new technology for their practices

• FPs' expectations when it comes to the digital experience from their providers, and the impact that may have on their decision to work with specific providers

Registration is FREE. We hope you'll attend!

Tuesday, September 9th, 1:00PM ET

In addition to the research above, Zeldis will be conducting two other research studies in 2025, all related to the use of technology by B2B audiences in the industries where we focus. Watch for the following additional releases this year:



• 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 (Sept/Oct)



• 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 (Dec/Jan)

We are excited to share thought leadership that we executed with John Hancock which explored the role of flexibility in life insurance purchase decisions.



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

Each quarter, we 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’s case study is one from our P&C insurance practice around Small Business Owner engagement.

Stop by the Zeldis kiosk to say hello at the CRC conference September 9-11 in Chicago. Please reach out (amy@zeldisresearch.com), so we can plan for coffee, lunch, dinner, or a drink!

Thanks to a client recommendation, I’m checking out a new conference this year, and I couldn’t be more excited! Consider joining me at the ITC Insurtech Innovation Conference in Las Vegas Oct 14-16. With participants across P&C, life, annuities, health, and group benefits sectors, in their own words, “ITC Vegas is the world's largest gathering for those passionate about driving innovation in insurance.”



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. 

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