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Marketing Research Articles Related to the Financial (Banks) and Investment Industry

Marketing Research Articles Related to the Financial (Banks) and Investment Industry

Showing items 1-20 of 71.

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A look at the state of business-to-business research

Published
April 2011
Authors
Larry Gold and Timothy Davidson
Abstract
The authors draw from a study of business-to-business research to examine the prevalence of B2B research and which techniques and methods are preferred.

A look into the mindset of Boomer retirees

Published
July 2008
Author
Sheila Reilly
Abstract
As they near retirement age, many Boomers will be faced with the painful process of reining in their free-spending ways. Used to charting their own course through life, they may now have to buckle down and use a disciplined approach to readying themselves for retirement, as safety nets such as Social Security and Medicare may not meet their future needs.

Americans make big plans for tax return monies

Published
March 2011
Author
Quirk's Staff
Abstract
The 2011 tax season has Americans looking for satisfying ways to allocate their funds. This year, more people are option to save the money or a rainy day or splurge on big-ticket items.

Americans put trust in time-honored brands ... and Google?

Published
March 2010
Author
Quirk's Staff
Abstract
Harris Interactive's 2010 EquiTrend study indicates that consumers most trust brands that have stood the test of time and provided comfort in earlier years. In a poor economic climate, volatile and new brands struggle to keep up with the likes of Hershey's, Heinz and Hallmark.

Americans won't pay to pay online

Published
March 2011
Author
Quirk's Staff
Abstract
A Mintel study found that consumer use of banks' online bill-paying functions would plummet if they had to pay fees to use the services.

An online survey instrument gives American Express valuable insights for developing its advertising and marketing programs

Published
April 2005
Author
Joseph Rydholm, Quirk's Editor
Abstract
A 30-minute online survey helped American Express determine the language its customers use related to specific topics of interest and also gauged the role of emotions in decision-making processes.

Ariba’s satisfaction research program has made listening to the customer a company-wide habit

Published
October 2006
Author
Roger Blumberg
Abstract
Customer satisfaction research is now ingrained in the corporate culture of spend management firm Ariba. How it got there and how it is implemented is the subject of this article.

As banks strive to build relationships, a national tracking study finds that good service is still key for customers

Published
October 2007
Authors
Debra Dahab, Laura O'Gara and Julian Vermass
Abstract
A nationwide tracking study of banks and their customers shows that old-fashioned customer service is still a major factor in creating satisfied and loyal bank clients.

At American Express Travel Services, management and employees at all levels use data from customer satisfaction research

Published
October 1992
Author
Joseph Rydholm, Quirk's Editor
Abstract
American Express Travel Services conducted telephone interviews to measure satisfaction with membership travel services. A needs assessment study helped the researchers determine what elements to include in the telephone questionnaire.

Atlanta bank uses PISCES process to develop creative positioning strategies

Published
May 2000
Authors
Harry Vardis and Sandra Vasa-Sideris
Abstract
First published in the Journal of Business & Industrial Marketing, this article discusses the PISCES process (plan, imagine, select, create, evaluate, start), including an overview of the steps in the process and an example of successful application of the process.

Brand loyalty suffers as budgets tighten

Published
October 2008
Author
Quirk's Staff

Building client loyalty yields strong ROI for financial services provider

Published
October 2004
Authors
Lois Koch and John Chisholm
Abstract
Banking services firm Digital Insight implemented an online customer feedback program to obtain measurable improvements in service quality and was able to demonstrate ROI on its efforts.

Business trends, potential visible with computer mapping

Published
March 1987
Author
Beth Hoffman, Quirk's Managing Editor
Abstract
Advancements in computer technology have enabled businesses, government and educational institutions to access valuable information from demographic maps. The process, once prohibitively expensive and time consuming, is becoming cheaper and easier with computers.

By The Numbers: Increase response rates by increasing relevance

Published
October 2006
Author
Philip Derham
Abstract
Respondents’ perceptions of a survey’s relevance to them can have a major effect on participation rates. Using an online survey for a bank as an example, the author shows different phrasings for survey invites and how they impacted response rates.

Can prepaid cards overcome a bad reputation?

Published
August 2014
Author
Tim Spenny
Abstract
Prepaid cards are often negatively perceived as high fee payment options used by the less-affluent and unbanked populations. The author provides an analysis of U.S. prepaid card use to see if there is truth behind the claims.

Case studies show value of mixing traditional and technology-based qualitative approaches

Published
May 2007
Author
Marla Commons
Abstract
In separate projects involving financial services and alternative medicines, Research International found that a mix of traditional and new qualitative methods was the most effective approach.

CEO confidence plummets to record-breaking lows

Published
January 2009
Author
Quirk's Staff

Costa Rican worker choose what they want from a pension service provider

Published
November 2002
Author
Carlos Denton
Abstract
Banco Interfin used two waves of quantitative research to identify its target customers and determine what might motivate them to choose its pension program over those offered by competitors.