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Marketing Research & Reports Archive

Angry Big Bank Customers Could Put $230 Billion In Play

The ten largest retail bank brands in the U.S. stand to lose a combined $92 billion in deposits next year. Smells like opportunity for everyone else.

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The Culture of Borrowing and Debt: An Ethnographic Approach

What are people’s philosophy and attitudes toward loans and debt? And how can financial marketers respond to their basic emotional needs in the lending process?

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The Crusade to Keep Banking Personal in a Virtual World

Consumers are willing to provide more personal info and migrate to virtual banking channels, with one big caveat: It has to make their lives easier.

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Majority Of Bank Customers At Risk Of Switching

Within the next six months, 1 in 10 retail banking customers say they will likely leave their bank, and four others say they aren't sure if they'lll stay or go.

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Huge Potential For Hispanic Home Loans… If Lenders Can Get It Right

One in three Hispanics plan to buy a home, but 43% say they had an "extremely" or "very stressful" experience when buying their last home.

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Consumer Satisfaction With Banks Improves Significantly For First Time In Years

J.D. Power’s annual consumer satisfaction study shows regional and midsize banks still outperform their bigger brethren, but the gap is closing.

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The Mobile Moment: What It Takes To Win The Digital Wallet Race

Mobile wallets will revolutionize payments. But what do consumers know, what are they afraid of, and who are they counting on to provide what they want?

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Majority Of Americans Still Hold A Grudge Against Banks

A series of surveys reveals that US consumers continue to harbor a huge chip on their shoulders against banks whom they hold responsible for the Great Recession.

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Should Financial Marketers Measure Net Promoter Scores?

Many marketers like the simplicity of net promoter scores. But do these numbers correlate with business performance? Or are there other metrics you should be measuring instead?

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Banks Edge Out Credit Unions In War For Deposits

Big banks are growing deposits faster than credit unions, but not by much. A free, 40-page PDF report looks at deposit, demographic, and economic trends across the U.S.

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2013 State of Bank & Credit Union Marketing

This annual comprehensive scan of the marketing landscape in retail banking reveals financial marketers’ strategies, priorities and challenges in 2013.

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The Tightrope Between Checking Fees And Consumer Defections

Retail financial institutions face a nasty decision: How to raise fee income without pissing off customers. This study by Deloitte looks at what kinds of fees consumers will swallow... and which ones they won't.

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Nearly Half Of America Is On The Brink Of Financial Disaster

This in-depth look at the financial state of US consumers paints a dire picture. Roughly 1 in 2 wouldn't survive three months if a crisis arose.

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Emerging Technologies In Retail Banking: The Long Road Ahead

Retail bankers underestimate the tech changes needed to thrive in a digital age and are ill prepared for what lies ahead, according to a new report.

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Google Trends Reveal Banking Insights, Social Media Zeitgeist

Using Google Trends, bank and credit union marketers can find a wealth of information right at their fingertips.

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Measuring ‘Trust’ In Banking: A Misguided Metric

Why financial marketers should disregard studies about levels of consumer trust in the banking industry.

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Insights Into Prepaid Card Market Yield Competitive Ammo

A study analyzing 52 reloadable prepaid cards gives marketing ammo to banks and credit unions on either side of the game.

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Free Checking Steps Closer To The Graveyard

The number of financial institutions offering free checking dropped by nearly half last year, putting the once-popular account on death row.

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The Comprehensive Guide To The Unbanked and Underbanked

This huge study will tell everything you'll ever want to know about unbanked and underbanked consumers in the U.S.

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Credit Card Customers Happier With Fewer Changes

A report on current drivers of satisfaction with credit cards looks at everything from problem resolution and social media, to channel use and rewards programs.

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