Financial Industry

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

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 White Paper: 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.
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.
Middle-class Americans financially fragile but not reliant on credit cards: A TNS study indicates that while many Americans aren't saving for a rainy day, more are likely to turn to savings or family and friends in the event of a financial emergency.
How the travel industry is coping with today’s recession: Drawing from research with business and leisure travelers and conversations with travel industry firms, the author explains the impact of the economic downturn and explores the role of travel companies’ marketing research in these difficult times.
The importance of data quality in advertising decision-making: In these harsh economic times, advertisers must put an emphasis on quality, both in terms of seeking to obtain high-quality data and also in making sure that the ad research they conduct adheres to high quality standards. The article outlines one research company’s multi-step guidelines for conducting quality-focused ad research.

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There are 44 articles in our archive related to this topic. Below are 5 selected at random and available to all users of the site.

Insurance company combines methods for Web site usability research: Using an insurance company that was researching adding a feature to its Web site as an example, the article shows how site usability research can have both a qualitative and a quantitative component.
Building equity: How do banks increase sales and enhance relationships in the current erratic, untrusting markets? In light of the tough market, financial institutions are reevaluating their sales and service strategies. More and more financial institutions are using shop studies to monitor how current and potential customers perceive them. This article discusses important steps to consider in initiating a program in the financial services industry.
Climbing up to drill down: Chase used online laddering drills as part of its quantitative and qualitative research for a new financial product.
The future is now: 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.
The benefits of customer retention research: Though banks often research customer satisfaction, they would benefit from also researching issues surrounding why customers leave. This article looks at how several banks have researched customer attrition and used the results to develop customer retention strategies.

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Related Associations

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Related Events

MRA FALL CONFERENCE: November 10-12, 2010; The Marketing Research Association will hold its annual fall education conference on November 10-12 at Walt Disney World in Orlando, Fla.