Industries
Professional Services Research
Digital transformation and automation will dramatically alter the professional services industry over the next decade. Customers will demand greater personalization of services and added value, despite the need for greater standardization to increase efficiency and consistency. This is further complicated by rising costs and a hybrid work environment that is changing the operational landscape. Professional services firms need to be innovative and focused on the customer experience to remain competitive.
How research can help
In this time of transition, professional services market research helps accountancy and auditing firms, law firms, tax advisory firms, recruiters, outsourcing firms, marketing agencies, technology providers, and consulting firms to differentiate and demonstrate their value proposition. Our clients often want to know how to develop products and innovations that are tailored around customers’ needs, and how and where to allocate marketing spend so that they stand out from the crowd.
Our approach
The professional services industry covers such a diverse array of services that it can be challenging for market researchers to understand the full breadth of products and the customers served. Many of those customers are highly compensated, which makes it hard to reach them through online surveys. That is why it’s important to work with a research agency that truly understands the nuances of your sub-industry, your customers, and how to reach them.
What we bring to every professional services research project:
Deep experience in professional services
Our team has experience in helping professional services companies to understand how to win competitive advantage.
Access to hard-to-reach professional services audiences
We have a network of hard-to-reach professional services audiences, from financial advisors to finance directors, from Enterprise Leaders to small business owners.
An understanding of sub-industry terminology
We are equally comfortable talking to a CFO about tax mitigation strategies, as we are an HR manager about leadership development program requirements.
Trusted by leaders in professional services to find answers to tough questions
We have delivered tangible insights that have shaped product launches, go-to-market strategies, loyalty programs, brand development and acquisitions.
Our industry experience

How we help our clients
Customers & Decision-Making
Professional services audiences we engage with
Business professionals
Accountants / CPAs
Accounts Payable / Receivable
Advisors / Brokers (Series 6, 7, 63, 65, 66 and more)
Analysts
Benefits & HR Administrators
Environmental, Health & Safety (EHS)
Finance DMs
CFOs / Controllers
VP Finance / Finance Directors / Finance Managers
Small Business Owners
Tax Managers
Plan sponsors
Consumers
401k participants
Credit card holders
Investors / savers
Life insurance policy holders
Retirees
Small business owners
Sole proprietors
Professional services expertise
Accounting
Audit and tax consultancy
Estate planning and trust management
Legal services
IT services
Management consultancy
Marketing and advertising
PR and communications
Talk to us about your professional services research needs today
Nik Werk, Managing Director
nik.werk@werkinsight.com
+1 (615) 236-6404
Adam Jones, Executive Director
adam.jones@werkinsight.com