Upcoming Thought Leadership Research

Upcoming Webinar | November 19, 1PM ET

Deepening Relationships Series, Volume 3: 
Creating Value Between Financial Providers and Financial Professionals

Join Zeldis Financial Services Practice Lead, Kathrin Schumacher, as she shares our learnings, including:

• What value-added content FPs currently use, why, and who currently provides the most impactful content
• How FPs leverage value-added content to manage/grow their practices, to deepen client relationships, to address complex financial planning questions, etc.
• Where FPs feel there is a gap in value-added offerings and how financial services companies can step in to fill that gap
• The potential impact of effective value-added solutions on perceptions of a financial provider and on building a stronger, stickier relationship

You may have already received a separate invite, but please feel free to register here:

Future Thought Leadership Webinars

Stay tuned as we have a couple of webinars already planned for Q1 of 2027:



•  Hot Topics in the Insights Industry: Exploring the Use of AI and Approaches for Demonstrating ROI Among Research Professionals in Insurance and Financial Services
• The Advisor Selection Process: Results of AI-moderated IDIs Exploring the Investor Journey in Selecting a Financial Professional

In Case You Missed It

Take 2: AI Moderating Deep Dive Case Study

In September, I shared the results of a pilot Zeldis conducted around AI moderating. We tried it again with a new platform and a new objective—journey mapping. Like before, we followed up the AI-moderated interviews with human-moderated discussions, with a focus on the respondent experience.

You can find the webinar recording and presentation here:

Deepening Relationships Series, Volume 2: Creating Value Between Business Decision-Makers and P&C Carriers

In October, Zeldis P&C Practice Lead, Kristina Witzling, shared the results of qualitative interviews with small to mid-size business decision-makers to understand how they evaluate their insurance carrier relationships, what creates lasting loyalty, and where insurance carriers can deliver value beyond the policy itself.

You can find the webinar recording and presentation here:

Research in Action

We are excited to share the high-level findings from the Agency Universe Study, which we conduct biennially on behalf of Future One, a collaboration of the Big “I” and leading independent agency companies. It is one of the most comprehensive looks at the independent agency system within the P&C industry.

You can view the key findings and learn more about the full study here:

Zeldis Buzz: Trends

In this issue, we are excited to share content for the first time from our partner firm,

FeltonBuford Partners (FBP). My colleague, Meaghan Willis, shares about her recent exploration of synthetic data, AI personas, and digital twins:

Synthetic research, AI personas, and digital twins are generating a lot of excitement across the market research industry, but what does the evidence actually tell us about their accuracy and limitations? In this article, we take a closer look at recent research, with a particular focus on the challenges of applying synthetic approaches to complex B2B audiences. We also explore where these technologies show promise, why validation against real human responses matters, and how organizations can take a more measured, evidence-based approach to adoption.

Zeldis Perspectives

Conference Attendance

Looking forward to 2027, I am excited to be part of the planning committee for IA’s (Insights Association’s) Ignite: B2B one-day event, which will take place on April 13 in NYC. You’ll want to get this one on your calendar ASAP, and if you have content that you’d like to share, IA is currently accepting presentation proposals here:

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.

We speak your language

Zeldis Research brings 30+ years of specialized experience to the financial services & insurance markets. Our teams of researchers execute both qualitative and quantitative studies that are custom built for your needs and focused on providing deep insight into your audiences.