Financial Services and Insurance Providers

SMS has worked with Hawaii's leading financial institutions. SMS provides a wide range of marketing effectiveness studies for financial services. SMS tracks the marketing performance of such organizations through Awareness Trial and Usage surveys. SMS undertakes mystery shop programs and customer satisfaction studies for this important segment. We work closely not only with the banks, but also with the Credit Unions and the Credit Union League in Hawaii.

SMS also undertakes similar studies for the insurance industry in Hawaii.

Client Testimonials

SMS did a great job in leading Hawai‘i Tourism Authority’s evaluation development process…including identifying input, output and outcome measures to track progress toward HTA’s strategic goals. SMS also provided steps to guide us in integrating the evaluation process into our overall operations and planning. Our staff was actively engaged in the process and tracking the measures will ensure a focus on driving towards outcomes.

— Leslie Dance, former VP Marketing
Hawai‘i Tourism Authority

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