Financial Services

Phoenix Financial Services

The Phoenix Financial Services group brings a custom, proprietary approach to each client that frequently utilizes syndicated data as needed to help solve research problems.  That means we can answer key business questions immediately, either from available data, or through a comprehensive and innovative individual client research approach. This is unique to the financial services market, and means that the right tools are applied in the right way to best benefit our clients. What’s more, working with Phoenix means our clients have access to the deep experience common to each person on our team. With their extensive experience, our senior staff provides unmatched insights for our clients.

Contact us to discuss how we can create effective, custom solutions for your operation.

Financial Services Leadership

Neal Chambliss, MS // President // Custom Research & Insights // Financial Services

Neal has over 25 years’ of experience in business and project management and is responsible...

Neal has over 25 years’ of experience in business and project management and is responsible for the Custom Research & Insights practice at Phoenix Marketing International. Neal has extensive experience in market research, business strategy development, customer loyalty/satisfaction measurement, product development, market segmentation, customer retention/acquisition, and market modeling. He has managed a number of large studies for institutions providing wealth management to HNW clients and has worked with clients developing new payments and financial accounts.

Prior to joining Phoenix, Neal was a Managing Director at Furash & Company (now Capital Performance Group), a Washington DC-based management consulting firm, and was Senior Vice President of PSI Global, where he was in charge of the firm’s research and consulting efforts.
Neal is the past Chairperson and Steering Committee Member for NACHA’s Bill Payment Council (’94-’95), served on the BAI Banking School Faculty (’95 & ’97), and has spoken at numerous banking industry conferences over the years.
Neal has an MS in Marketing Communications from Florida State University.

Contact Neal to see how he can help create a custom solution for your business.

Lane H. Mann, MA & MBA // President Syndicated Research // Financial Services

Lane has over 24 years experience as a client, supplier, and manager of corporate research...

Lane has over 24 years experience as a client, supplier, and manager of corporate research functions. Prior to joining Phoenix, Lane was Vice President of Research Services at Fidelity Investments, responsible for providing guidance on how to differentiate Fidelity with online technology. Prior to that, Lane was Vice President of Client and Global Markets Research at JPMorgan, coordinating studies in Europe, South America, and the UK. Lane also served as Vice President of Analytic Consulting Services at the Wirthlin Group, managing the analysis of complex qualitative and quantitative studies. Lane holds an MBA from Rutgers University, a Masters degree from Georgetown University, and a B.A. from the University of Massachusetts.

Contact Lane to see how he can help create a custom solution for your business.

David M. Thompson // Managing Director Affluent Practice // Financial Services

David Thompson brings over 25 years of market research and consulting expertise in financial services...

David Thompson brings over 25 years of market research and consulting expertise in financial services to Phoenix Marketing. Specializing in wealth management, David has a unique understanding of the trends affecting the affluent and high net worth investor markets today such as advisor relationships, segments and trends; lifestyles and attitudes; strength of customer relationships;confidence in markets and personal finances; differences in attitudes and behaviors by market segment; and online behaviors.

David has been instrumental in working with companies to create qualitative studies especially geared towards new product development in the wealth management space. He has led quantitative research studies including market segmentation, brand awareness, communication strategy, product development (choice modeling, demand estimation), loyalty and satisfaction, channel strategy, and consumer needs identification.

As a Vice President at NFO WorldGroup and as senior consultant at Spectrem Group, David directed custom and syndicated research in the wealth management sector. One of his main responsibilities was the Affluent Market Research Program, a leading syndicated research program for the affluent consumer market.  David has held various senior positions in the field including directing the affluent strategic research for CIGNA Financial Advisors. David holds a graduate business degree from the University of Hartford and is a frequent speaker on wealth management subjects.

Contact David to see how he can help create a custom solution for your business.

Anne-Marie Duffy // President Communications & Brand Analytics

Anne-Marie Duffy has over 25 years experience in advertising, research, media planning, and brand management....

Anne-Marie Duffy has over 25 years experience in advertising, research, media planning, and brand management. Her work at Phoenix includes consulting, qualitative and quantitative projects for financial, restaurants, credit card, and insurance clients. Prior to co-founding the Communications & Brand Analytics Practice, which was acquired by Phoenix, Anne-Marie managed her own consulting firm and completed projects in agency search, media planning and evaluation, strategic marketing consultation, and quantitative and qualitative research. Before launching her business, Anne-Marie spent over a decade at Liberty Mutual Group managing national advertising, corporate identity programs, communications research, and media planning and buying. Prior to her work in insurance, Anne-Marie was the Retail Marketing Manager at Bank of New England in Boston. Anne-Marie graduated from Smith College with a B.A. in Economics, cum laude.

Contact Anne-Marie to see how she can help create a custom solution for your business.