About Group Five

Group Five is the industry leader for empowering financial services firms and their corporate clients with data for improving organizational performance. Within the financial services industry we seek to serve the investor communications and workplace benefits sectors of the market. With over 30 years of industry knowledge and experience, we deliver exceptional value to the service provider community, corporate issuers, investors, plan sponsors, and plan participants through our independent research and strategic consulting services.

What We Do

Group Five’s services include process quality and service measurements, customer satisfaction and loyalty studies, user experience research, custom studies, training in analytical techniques and best practices, and strategic consulting engagements. We independently fund and administer annual industry benchmarking studies for transfer agent, proxy solicitation, equity plan administration, retirement plan administration, financial reporting, and financial wellness services.

Independence

Group Five provides objective evaluations of customer satisfaction, loyalty, and service quality, and combines them with industry-wide data to provide a context for interpreting and acting on research findings. In all of our research, we adhere to the strict code of conduct established by The Insights Association, of which Group Five is a member. View their standards here.

industry expertise

Our researchers and business leaders are acknowledged experts and trusted advisers to service providers and corporate issuers in establishing service delivery systems that collect meaningful and actionable data for operational performance. Group Five specializes in investor communication and workplace benefits market research and we work with many of the industries’ leading firms.

Group Five Supports
Military Families

Group Five supports Operation Homefront through an annual donation that we make on behalf of respondents to our independent survey research. Operation Homefront strengthens and stabilizes military families with critical support during difficult financial times.

"We are very grateful for the commitment and support of Group Five and its customers. Their generous donation will help deliver support to military families across the country and enable them to thrive, not simply struggle to get by, in the communities they have worked so hard to protect."

Jay Sternberg
Vice President of Marketing
Operation Homefront