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Articles About Marketing Research

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Mobile Wallets: The Battle for Top-of-Mind

Are banks and credit unions prepared as mobile wallet growth accelerates and new players enter the market?

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2015 Google Search Trends in Banking and Marketing

This exclusive annual study breaks down Google search trends in the banking industry — what people are looking for and when.

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Building the Ultimate Financial Marketing Database

In the Digital Age, there are three types of data that have become crucial for financial marketers to capture, analyze and integrate.

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3 Benefits of Centralizing Financial Consumers’ Marketing Data

The opportunity to segment, personalize and automate email marketing is huge… only if financial institutions can wrangle their data securely.

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Know Your Customer… Before They Buy

How bank and credit union marketers can stitch data streams together to yield a rich, powerful view of consumers.

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Consumer Demands for Tomorrow’s Digital Bank

People want banking providers to reward them for their relationship, and personalize the experience by knowing them better.

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Banks Frustrate Consumers Who Want a More Personal Experience

There's a disconnect between consumer expectations and the experience banks deliver. Banks think they are personal, but consumers disagree.

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Satisfaction Scores Doubling For Banks That Get Personal

When banks provide personal attention, key satisfaction indicators skyrocket. But many retail financial institutions are missing the mark.

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The 10-Step Digital Customer Service Manifesto

The digital customer service manifesto provides the foundation for an improved customer experience in the future.

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Big Banks Take Beating in CFPB’s ‘10 Most Wanted’ List

What are banks doing to make people crabby and complain? New online tools from the CFPB lets anyone dig through big banks' dirty laundry.

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Why Do People Hate Some Banks, Love Others?

Research reveals what drives satisfaction, why people refer some banks but not others, and what people look for when it's time to switch.

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2015 State of the Banking Consumer

How do people perceive their finances and relate to various banking products? Why do they save, or apply for loans? Find out in this study.

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Only Digital Koolaid Drinkers Believe Branches Are Already Dead

There are two types of people in banking: those who believe financial institutions should abandon branches, and those who believe the data.

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Most Only Consider One Checking Account Provider… Are You It?

With fewer consumers shopping for checking accounts, you have to earn your seat at the table or settle for whatever scraps fall your way.

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Guide to Multichannel Marketing

The Guide to Multichannel Marketing provides strategies and tactics used by financial marketers to drive acquisition, cross-sales & loyalty.

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Segmentation Critical to Finding Actionable Intel on Banking Consumers

This study's segmentation model reveals interesting differences in how people think about banking and relate to their financial institution.

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50 Facts Revealing Millennials’ Mindset and Myths About Money

These 50 facts about Millennials and their money will debunk some common myths and help you sharpen your marketing strategy.

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Study: Most Millennials Will Only Switch Banks When Forced

Bad experiences, life events and changing needs push Millennials to switch banks and open new checking accounts.

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No Loyalty? Millennials Not Afraid to Dump Their Banks

Millennials switch banks twice as much as other consumers. Financial institutions must do more to retain this crucial demographic segment.

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