Investment Banking
Investment Banking Consumer Research Process
Investment Banking Consumer Research Process
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Investment Banking Consumer Research Process

Comprehensive workflow for consumer research in investment banking, from market identification to strategy implementation and outcome evaluation.
1
Identify the consumer market to be researched
2
Develop research objectives
3
Design the research methodology
4
Define the sample size and sample principles
5
Develop research survey or questionnaire
6
Distribute research survey or questionnaire
7
Collection of data
8
Categorize and organize collected data
9
Analyze collected data
10
Create preliminary research report
11
Approval: Preliminary Research Report
12
Make necessary changes to preliminary report based on feedback
13
Create final report
14
Approval: Final Report
15
Present final report to stakeholders
16
Develop investment strategy based on research findings
17
Approval: Investment Strategy
18
Implementation the investment strategy
19
Monitor and evaluate the outcome of the implemented strategy
20
Prepare an evaluation report of the outcome