Financial Services

With the repeal of the Glass-Steagall Act in 1999, the financial industry entered a new era that requires an understanding of not just financial products and services, but also marketing and technology. The marketplace is shaped by a convergence of services and institutions, new marketing and sales channels, new and often controversial financial products, and the emergence of customer-driven and segment-of-one marketing.

Our financial services research projects have ranged from the strategic to the tactical, from major market segmentation studies to concept tests.

Financial services study examples:

• Communications assessment
• Credit monitoring and scoring research
• Incentive/rewards program evaluation
• Market entry strategy
• Mortgage services assessment
• Online banking research
• Product development and assessment
• Service delivery appraisal
• Website evaluation