10 Interesting (and Free) Whitepapers

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Bank Branches That Meet Customer Needs

McKinsey always delivers valuable insights, and this whitepaper is no disappointment. From the description: “Banks agree that branch networks will long remain the cornerstone of their retail distribution strategy. Banks have spent huge sums refurbishing their branches, but they adopt an intuitive approach that emphasizes aesthetics and expensive format changes, overlooking the customer’s needs.” Great stuff packed into 8 pages. DOWNLOAD THE REPORT

How Financial Services Institutions
Can Build Share of Wallet and Loyalty Online

The 2009 Online Financial Services Study is was conducted in partnership between ForeSee Results and Forbes.com. This report, the fifth since the inaugural study in 2003, shows that “despite a weak economy, bank bailouts, and tighter credit, financial institutions are using their websites to increase customer loyalty, account activity, and positive word of mouth.” 34 pages with 19 graphs, charts and tables.
COMPLETE A FORM, THEN DOWNLOAD THE REPORT

The Bank and Credit Union Twittersphere

The William Mills Agency studied 1,176 tweets created by 63 banks and credit unions over a one-month period. They found that financial institutions using Twitter fall into one of six categories: Problem Solvers, Community Activists, informers, Communicators, Social Butterflies and Sideliners. The rest of their findings are packaged in a 13-page whitepaper. DOWNLOAD THE REPORT

Reaching Generation Debt:
New Products and Services

In this report from Filene, a staff writer at Fast Company and the author of Generation Debt, addresses the question, “How can financial institutions (specifically credit unions) better serve young adults?” Included is a look at the core financial issues facing young adults in America and what can be done to ease young adults into the financial mainstream while simultaneously acting in their best interests.
DOWNLOAD THE REPORT (Requires free registration)

16th Bank Executive Survey

Grant Thronton and Bank Director magazine take a look at the landscape in the financial industry. While the survey was conducted at the end of 2008, the report’s data hits some nerves that are still pretty raw — for consumers and financial institutions alike. Consider it a mid-year gut check. Nine tables. 12 Pages.
DOWNLOAD THE REPORT

Competing in the Retirement-Dominated Future:
Developing Relationships First, Promoting Products Second

If your financial institution hasn’t totally abandoned Baby Boomers in favor of a Gen-Y audience, then you may want to check out this report from Deluxe and BAI. To be successful in this niche, financial institutions must “realign and refocus their branding, channel operations and technology platforms to reflect a common commitment to helping customers to better prepare for retirement.” 9 graphs and charts spread over 16 pages.
DOWNLOAD THE REPORT

MarketSmarts: Loyalty

This report from the research department of Central1 in Canada takes a close look at loyalty programs and what loyalty truly means. Includes two credit union case studies on how to successfully launch, maintain and measure loyalty programs. 8 chapters in 21 pages.
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Money Meltdown, Minds, and Milliseconds

This report from NeuroFocus examines how the financial services category can re-invent and reposition itself for the future. 20 conclusions and learnings in 7 pages.
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Top 5 Ways to Make PR Shine

PR advice from Vocus, including how to expand your reach, evaluating and showcasing a return on investment, and selling PR to the C-suite. 7 pages. DOWNLOAD THE REPORT

Getty Images: Getting Real

Getty’s report, “Visual Analysis of Financial Services Marketing For Building Meaningful Client Relationships,” is more photo essay that whitepaper. Dozens of pictures and examples of financial advertising examples in 13 pages. DOWNLOAD THE REPORT (Must supply email address)

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