2008 Bridging the Cultural Divide Between Banks and Insurers

In June 2008, we completed this USA Study. These studies are unique in they give essentially the exact same questionnaire to both bankers and insurers and then use “statistical gap analysis” techniques, to quantify the cultural issues; therefore using hard evidence to uncover and explore the qualitative issues banks and insurers must tackle to achieve success. The studies continue to investigate the concerns confronting banks and their insurance partners.

You are invited to download a copy of the the 2008 survey in PDF form by clicking here. (PDF)

2005 Bridging the Cultural Divide Survey

This Study explores the cultural and perceptual issues that divide banks and insurers. The 2005 Study is the second of a continuing investigation of the concerns confronting banks and their insurance partners.

Click here to view the 2005 Study results. (PDF)

2003 Bridging the Cultural Divide Survey

This PDF is the Executive Summary for the Bridging the Cultural Divide Between Banks and Life Insurers - 2003 Bank Insurance Study.

Click here to view the 2003 Study results. (PDF)