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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.

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.
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.
In Case You Missed It... January 2014
News and notes on marketing and research: handling bad press; Hyatt's Twitter focus group
In Case You Missed It... August 2013
News and notes on marketing and research: Latino growth; health insurance rankings
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.

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Related Articles

There are 86 articles in our archive related to this topic. Below are 5 selected at random and available to all users of the site.

Focus groups guide creation of environmental insurance product
To create its new environmental insurance product, ERIC Group Inc. used focus groups including executives who would make the ultimate decision on a purchase as well as people who would most likely influence the top decision maker. The 25 focus groups resulted in significant changes to the policy, such as who and what it would cover.
Trade Talk: Pick a card, any card
This month's column addresses consumers' attitudes regarding credit card-related issues such as the type of card used, pricing, grace period, other services used, satisfaction with the service performance of the card issuer and interest rates.
Redesigned questionnaire helps American Express Financial Advisors assess effectiveness of client acquisition techniques
American Express Financial Advisors improved assessment effectiveness of client acquisition techniques (CAT) by redesigning its CAT questionnaire. Improved response rates and other factors allowed its research department to provide high-quality data quarterly to internal partners for resource planning.
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.
Mystery shopping isn't customer research
Mystery shopping can play a key role in the assessment of customer satisfaction levels in an organization. This article discusses mystery shopping, including what it can do for an organization and the mystery shopper’s perspective.

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Related Suppliers: Research Companies from the SourceBook

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Related Suppliers: Research Panels

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Related Glossary Terms

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Related Discussion Topics

Incentive strategies for financial professionals
12/15/2010 by Nicholas A. Knoll

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