ASSESSMENT DESCRIPTION

Financial-Gold is a large financial service firm (professional services) that operate in major cities in Australia to end
consumers. The services offered includes financial and investment advice, wealth management and insurance
services. The firm would like to extend its services through online platforms and use of Al and robotics. It is seeking an
individual or market research firm proficient in market research design to conduct a consumer survey to understand
trends surrounding technology use in financial services and synthesize results to share the findings.

To do so, it invites suppliers to provide a project design document. The results of the research will be used to
resource allocation, inform current and new services and products. The company wants to meet the objectives of
gaining knowledge of new trends and consumers attitudes and consumption patterns in hi-tech financial services
environments. The project requirements are open such that the chosen partner could create, field and analyze an
online survey or design an exploratory research design to understand the problem in-depth and gain further insights.

Some of the following research themes are of interest:

-Use of artificial intelligence and predictive analytics

-Attitudes and use of chatbots
-Attitudes and use of robotics or voice activation technology
-Technology trends
- Attitudes and consumption experiences with firm-hosted virtual communities

You are a market research consultant and you want to write a project design document to be picked as a
supplier. The document should meet needs of research quality, costs and time for the firm and demonstrate the
following:

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 Demonstrate understanding of key literature in the area. This may include key constructs and ways measured,
current models, and research methodologies used based on a few key papers.
 Include a project statement and description, methodology justification and dedicated resources, projected
timeframe and contingencies for completion.
 Communicates professionalism and simplify the decision-making process.
 The project design document should not exceed 1,200 words in length.
 A penalty of 10% per day will be applied for late submissions.