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

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

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Adam Jones, Executive Director
adam.jones@werkinsight.com

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