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Cerulli has been surveying the financial services industry since 1993.

We conduct over a dozen Cerulli surveys in partnership with various associations and firms. Examples include:

  • Industry organizations: Insured Retirement Income Association, Financial Planning Standards Board
  • Membership Groups: Investment Management Consultants Association, Institutional Investor
  • Firms: Advanced Sales, Phoenix Marketing International


How it Works

  1. Cerulli and Partner jointly develop survey.
  2. Survey is uploaded to Cerulli's online password-protected survey engine.
  3. Partner distributes the survey via email to its membership or client contact base. Cerulli does not need to have access to this list.
  4. Cerulli may simultaneously distribute the survey via email to its own contacts.
  5. Once the survey is closed, Cerulli analyzes the data and creates a survey summary to be delivered to all survey participants.



Our survey Partners receive access to the raw data collected from their contact base. In addition, we provide a summary to be sent to all survey participants. Other benefits may include presentations, webcasts or complimentary research.

  • Free, no contract.
  • Partner leverages Cerulli research engine to survey contact base, receive raw data and key findings sent to participants.
  • Cerulli benefits by augmenting our research knowledge.

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