Financial and Banking Industry Market Research Resources

We've grouped together all the information our site contains on market research with the Financial and Banking Industry to help you quickly and easily find related articles, companies, events, jobs, associations, glossary definitions and more.

There are 66 articles in our archive related to this topic. Below are 5 selected at random and available to all users of the site.

Backing up their claims: Farm Bureau Financial Services used in-depth interviews and a mail survey to measure claimant satisfaction.
Detecting and eliminating racial profiling and unfair sales practices in consumer lending: Unfair treatment and inappropriate sales in financial institutions often negatively impact minorities and those less knowledgeable about financial products. Market research can help banks guarantee fair treatment of minority and non-minority consumers applying for credit and also help ensure sound sales and service practices to improve the consumers’ ability to make appropriate decisions.
A picture is worth a thousand words: 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.
Clients for life: In the mid-‘90s, MONY Group began an initiative aimed at the African-American market. This article discusses MONY’s initiative and results—immediate and long-term.
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.

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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.

Sponsored Content: Capitalizing on Customer Feedback - Creating Measurable Value from Voice-of-the-Customer (VOC) Programs: It seems like everyone is now collecting customer feedback. However, if you have already launched your customer feedback program, you have likely discovered that turning customer feedback initiatives into a highly effective, thriving VOC program is not a simple task. Creating and implementing a thriving and highly effective VOC program requires the right vision, awareness, and accountability that link the investments to the observed returns. “Capitalizing on Customer Feedback” addresses these three themes and provides the reader with examples of the principles in practice. The reader will be introduced to: new ways to think about customer feedback; top nine most popular customer feedback strategies; five steps of VOC evolution; four principles to realizing a strong return on your VOC program; two real-life case studies demonstrating the concepts in action.
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.
Marketers learn to play at social media games: Using virtual economies and interactive games via social networks, social media game creator Zynga has opened the door for marketers to get involved in consumers' lives where they live - and play - online.
How 3-D storytelling collages can jump-start focus group discussions: The author explains how 3-D collaging gives respondents a wider range of artifacts with which to express their feelings on a product or service, potentially unearthing a richer lode of insights.
The economics of loyalty: What makes a loyal customer valuable?: The author challenges customer loyalty expert Fred Reichheld, arguing that Reichheld's price premium argument is specious and his cost-savings assumptions are subject to many caveats and exceptions and do not always apply.