Financial and Business Services



Uncover the decision-making process for intermediary partners and consumers

In today’s volatile and competitive marketplace, customer acquisition, share of wallet, and retention have never been more critical. In order to compete, financial and business services companies are being challenged to develop innovative offerings, and communicate their benefits clearly to help customers evaluate them amongst the plethora of products and services available.

CMI successfully applies learnings across industries that share similar business models, often bringing a fresh perspective to familiar problems and help our clients manage and maximize their resources when dealing with complex business models and multiple intermediaries.  Whether consumers or independent agents, CMI’s tailored solutions generate a deeper understanding of what matters most to customers – the attitudes, motivations, and influencers that lead to decisions about providers, products, and lines coverage. 

Broad experience means creative solutions.

Broad experience means creative solutions.

Nationally and globally, via B2B and B2C channels, we help clients identify and understand the touch points and triggers that prompt customers to consider, choose, and advocate for their brands.

Our belief that knowledge is transferable and our commitment to thoroughly understand your industry’s unique challenges means we bring the best of both worlds to you – deep industry knowledge and diverse, wide-ranging experience.