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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.

Mystery shopping for the financial services industry — then and now
Marketing research is fairly new to the financial industry. This article discusses the history of mystery shopping, the first type of market research accepted by the banking industry, and provides several examples of how to use mystery shopping to increase sales and improve service.
At American Express Travel Services, management and employees at all levels use data from customer satisfaction research
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.
Fidelity Investments finds respondents like phone-Web survey option
Fidelity Investments experimented with giving users of its NetBenefits Web site a choice of how to respond to a survey about its features and functionality. After being contacted on the telephone, site users were given the option of instead taking the survey over the Web.
Relationship marketing could help diminish resentment about banking fees
Research from Mintel Comperemedia indicates that consumers are leery of larger banks' fees, although many still stay with such institutions out of convenience. Most agree that trust and and confidence could be strengthened if banks made a greater effort to build relationships with customers.
Data Use: Predicting housing value from income: a simple example of the logit response model
The housing industry has grown tremendously in the 1980s. This article describes a way to analyze the table of households cross-classified by housing value and housing income from the 1980 Census by using the logit response model.

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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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