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Financial Industry Market Research

We've grouped together all the information our site contains on conducting marketing research in the financial industry to help you quickly and easily find related articles, suppliers, events, jobs, associations, glossary definitions and more.

You can narrow the topic further by clicking on a specific financial industry-related category below.

Tags: | CPA's / Financial Advisors | Financial / Investment / Banks | Insurance

 

Recent Articles

Below are the 5 most recent articles on this topic. These articles were published within the last three years and are only available to registered subscribers.

Using competitor mystery shopping to evaluate your own SWOTs
The author discusses how mystery shopping competitors can help determine a company's own strengths, weaknesses, opportunities and threats.
In Case You Missed It... August 2013
News and notes on marketing and research: Latino growth; health insurance rankings
In Case You Missed It... January 2014
News and notes on marketing and research: handling bad press; Hyatt's Twitter focus group
Why the credit card industry will never be the same again
An overview of the forces and events that have changed the credit card industry and clouded the future of paying with plastic.
How PayPal is optimizing the value of creative testing with virtual workshops
The author credits PayPal's strong team-building approach with getting the most out of the use of bulletin board focus groups to test marketing and advertising materials.

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Related Articles

There are 104 articles in our archive related to this topic. Below are 5 selected at random and available to all users of the site.

Employee surveys spark decision to establish child care
After a series of surveys revealed an increasing demand for infant day care, Dominion Bankshares Corp. in Roanoke opened an in-house child development center that has been operating at full capacity. Being in the childcare business may not have been the corporation's original goal, but the decision has been hailed as natural, appropriate and profitable.
Business trends, potential visible with computer mapping
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.
Market segmentation helps bank classify customers
Crestar Bank's market research department has been figuring out where its customers live and what products they own and use for the past few years. Using identifying demographic clusters and implementing a market segmentation system has helped the bank understand its customers and make better decisions.
Using an in-house sales panel to enhance a total marketing research program
Mutual of Omaha Insurance Co. established an ongoing agent panel to complement its primary consumer research to explore issues such as advertising effectiveness, product concepts, sales ideas, market/buyer characteristics and other marketing-related issues. A short survey was used to determine agent willingness to be a panel member and to develop profiles of the responding panel members.
Demographic mapping helps bank meet Community Reinvestment Act requirements
Midland bank represented its market penetration through a series of maps with different transparent overlays representing pertinent variables. These maps integrated market penetration data with U.S. census geography and income files and cartographics. In addition to documenting Community Reinvestment Act compliance, the maps provided a tool for both marketing and product development.

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Related Glossary Terms

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Related Discussion Topics

Incentive strategies for financial professionals
09/29/2015 by Alex Hales
Incentive strategies for financial professionals
12/15/2010 by Nicholas A. Knoll

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