Case Study: Raymond James achieves rapid, cost-effective millennial investor insights with SurveyMonkey Audience

How SurveyMonkey Audience works for investment research

Raymond James, led by Managing Director Aaron Kessler, needed a faster, cost-effective way to track how millennials use the internet and smartphones to inform investment research. The challenge was surveying the right target market quickly enough to capture fast-moving trends—like which social and music apps or ecommerce searches are driving consumer behavior—without overspending.

Kessler’s team used SurveyMonkey Audience to target millennial consumers, surveying 400 respondents and getting results in two days to produce 12 actionable investor insights. The quick, affordable survey allowed Raymond James to deliver timely reports on blue-chip tech and pre-IPO companies (such as Spotify), support buy- and sell-side decisions, and provide market-moving research to clients.

Raymond James

Aaron Kessler

Managing Director and Senior Internet Analyst