Aité Group
www.aitegroup.com
Boston, MA
617-338-6027
An independent research and advisory firm focused on business, technology and regulatory issues in the financial industry.
Amplitude Research
www.amplituderesearch.com
Boca Raton, FL
877-225-7950
10+ years of experience in bank customer surveys and customer satisfaction measurement.
Aranca
www.aranca.com
Mumbai, India
+91 22 3937 9999
Customized investment research services that includes equity research outsourcing, financial research outsourcing, economic research outsourcing and analytical support across asset classes, markets and client segments.
ath Power Consulting
www.athpower.com
Andover, MA
978-474-6464
A top research and strategy firm providing competitive intelligence, mystery shop studies, compliance auditing, survey research, employee development and strategic consulting to the financial services industry.
Austin Williams
austinwilliams.com
Long Island, NY
631-231-6600
We are an award-winning advertising, branding and digital marketing agency specializing in creating research-driven strategies for community banks and credit unions that deliver the outcomes they seek: relationships, loans, and deposits.
Bancography
www.bancography.com
Birmingham, AL
205-251-3227
Bancography provides consulting services, software tools and marketing research to financial institutions in support of their branch, product and brand positioning strategies. Bancography offers branch planning and network optimization services in addition to Bancography Plan, a market analysis and branch planning tool. Bancography conducts primary marketing research to measure market and brand awareness, onboarding, satisfaction and attrition factors, and provides product and profitability assessments. Bancography also measures and evaluates an institution’s brand.
Send an email to Laura Levie, Marketing Director at Bancography.
Banktastic
www.banktastic.com
Topeka, KS
785-232-4156
Qualitative, quantitative, focus groups, surveys — Banktastic offers the full spectrum of modern research tools to help you understand and engage with your customers, employees and prospects. Its National Millennial Advisory Board, comprised of over 400 diverse millennials, is a sounding board for product development, marketing campaigns and more.
Bank Trends
www.bank-trends.com
San Francisco, CA
877-717-6743
Designed specifically for community bank executives, Bank Trends provides in-depth peer group and trend analysis using Call Report data. This innovative application gives bankers an easy-to-use analytical tool to identify market opportunities and make quantitatively-supported strategic and tactical decisions.
Celent
celent.com
Boston, MA
617-262-3120
Competiscan
www.competiscan.com
Chicago, IL
312-546-3489
Competiscan tracks your competitors’ direct marketing activity. We are a full-service, competitive intelligence market research firm. Competiscan enables our clients to study communications activity by industry, company, and by piece or segmentation characteristic. Media channels tracked include Banner Ads, Direct Mail, Email, Mobile, Print, and Social Media.
Cornerstone Advisors
www.crnrstone.com
Scottsdale, AZ
480-423-2030
Managerial consulting firm performing selections, benchmarking, contract negotiations and strategic planning.
Corporate Insight
www.corporateinsight.com
New York, NY
212-832-2002
CU-metrics
www.cu-metrics.com
San Francisco, CA
877-717-6743
CU-metrics is the easiest way to visualize credit union performance! This web-based application provides in-depth peer group and trend analysis using 5300 Call Report data.
CUNA Research
cuna.org/research
Madison, WI
608-231-4027
Customized member and non-member surveys from CUNA.
Digital Banking Report
www.digitalbankingreport.com
Seattle, WA
206-517-5021
Frequent in-depth examinations of issues critical to the online banking experience.
Eris Strategy
www.erisstrategy.com.au
Sydney, Australia
+61 2 9660 0827
Helping clients uncover sources of growth and improving their performance through improved communication performance, product development & service delivery.
Filene Research Institute
filene.org
Madison, WI
608-231-8550
Financial Shop Solutions
financialshopsolutions.com
Palm Beach, FL
877-578-7467
Financial Shop Solutions is a competitive market research company specializing in the financial services industry. We combine extensive industry knowledge and mystery shopping techniques to deliver quality information to your institution.
FIS Financial Information Systems
fedfis.com
Austin, TX
512-858-0164
Financial data extracted from: FDIC, Federal Reserve, NCUA, and SEC filings. 40 quarters of full financials: Banks S&L’s, BHC’s, Credit Unions, M&A, and Branch Deposit market share. FIS Ratings, Officers, Custom Reports.
ForeSee
www.foresee.com
Ann Arbor, MI
800-621-2850
ForeSee helps more than 2,000 companies worldwide — in banking, retail, healthcare, government and other sectors — transform their Customer Experience programs into a strategic business discipline that delivers economic impact.
Forrester Research
www.forrester.com
Cambridge, MA
866-367-7378
Harland Clarke
www.harlandclarke.com
San Antonio, TX
210-697-8888
Harland Clarke is a leading provider of quality payment solutions, multi-channel marketing campaigns, and secure data-driven lead generation and critical communications.
IDC Financial Insights
www.idc-fi.com
Framingham, MA
508-620-5533
Informa Research Services
www.informars.com
Calabasas, CA
800-848-0218
Insider Intelligence
www.insiderintelligence.com
New York, NY
800-405-0844
We provide our clients with the confidence to know they are getting more than just a high level overview of what’s going on in their industry — they’ll be equipped with vetted data and actionable takeaways.
Jasper Colin
www.jaspercolin.com
New York, NY
(310) 647-7528
Jasper Colin is a global data intelligence provider, offering data centric actionable insights solving most critical business questions for investment firms, agencies, and corporate customers across the globe.
Logica Research
logicaresearch.com
San Francisco, CA
415-334-3400
Custom market research firm providing insights organizations need to improve people’s financial lives and deepen customer engagement.
Market Insights
www.formarketinsights.com
Seattle, WA
800-348-0220
Market Insights provides strategic consulting, market research, data/analytics and planning services to help banks and credit unions grow, evolve and manage change. Key services include market assessment studies, branch/delivery optimization studies, customer segmentation studies, brand positioning, and leadership development programs.
Markelytics Solutions
markelytics.com
With 21+ years in business, Markelytics is a one-stop market research agency that provides end-to-end research solutions. Our expertise and reach span 80+ markets. Our portfolio consists of MR Services, Solutions, Panels, and Products including 25+ research offerings like Qualitative and Quantitative Services, Global Data Collection, Global Project Management, Healthcare Studies, Car Clinics, Mystery Shopping, Multi-country Studies, B2B Consulting, Advisory, etc. We leverage the power of tech to impart unparalleled data & insights with unrivaled data quality & speed at competitive prices.
Member Research
www.memberresearch.com
Irvine, CA
949-756-0206
Specializing in credit union research.
Mercator Advisory Group
www.mercatoradvisorygroup.com
Maynard, MA
781-419-1700
Mintel Comperemedia
www.comperemedia.com
Chicago, IL
312-932-0600
The MSR Group
www.themsrgroup.com
Omaha, NE
402-392-0755
Full-service market research company specializing in customer satisfaction measurement, brand awareness, and advertising and creative testing.
NewGround
www.newground.com
St. Louis, MO
636-898-8100
NewGround helps financial institutions master the power of their space–through strategy, design and implementation– to create next generation workplace and retail solutions. With offices throughout the United States, NewGround specializes in retail services, design and build, and digital signage and content for banks and credit unions.
Nielsen
www.nielsen.com
New York, NY
516-302-3379
Our solutions are designed to give you a truly comprehensive understanding of audiences today, so you can discover important opportunities and accelerate your growth.
Novantas
www.novantas.com
New York, NY
212-953-4444
Pitney Bowes Software
www.pitneybowes.com
United States
630-344-9030
PeopleMetrics
www.peoplemetrics.com
Philadelphia, PA
215-979-8030
PeopleMetrics helps financial institutions transform the customer experience. Their cloud-based software platform helps these organizations listen to their customers and take immediate action every day. Mix in a world-class team of experts, and you’ve got the makings of a phenomenal customer experience.
Phase 5
www.phase-5.com
Minneapolis, MN
416-599-7555
Phase 5 brings to FIs expertise in marketing research, user and customer experience, innovation and design. This unique, collaborative approach and our focus on helping clients realize customer value drives business results. Experience in all LOBs in banking, insurance, wealth management, and fintech.
Prorates
prorates.com
San Francisco, CA
888-776-7285
Market Research with an emphasis on product rates fees and features for marketing and product managers. Data for Credit Card Rewards, Equity, Mortgage, Auto, Deposits, FDIC and NCUA call data and more. Offering a RATEHUB sales tool on your site.
Q Market Research
www.qmarketresearch.com
Eagan, MN
651-259-1155
Quality, cost-effective market research for banks and credit unions. Our deliverables are knowledge AND action.
Raddon Financial Group
www.raddon.com
Lombard, IL
877-723-3661
Research Optimus
www.researchoptimus.com
501-588-4536
Research Optimus is a specialist provider of data analysis and research s-ervices, including market research, financial research, pharma research, and business analytics. For ten plus years, the company has been providing high-quality research and analytics services to clients across the globe.
Resultant Research
resultantresearch.com
North Carolina
336-389-9315
Resultant Research is a wholly owns subsidiary of Stealing Share Inc., specializing in actionable bank marketing research designed to find opportunities for banking brands to grow and steal market share. Qualitative and quantitative research is our specialty. Survey development, facilitation, analysis, and strategic direction are all parts of our expertise.
Riedel Strategy
riedelstrategy.com
Orange County, CA
949-433-5977
Riedel Strategy is driven to illuminate the human side of the financial services industry. We work with asset managers, banks, insurance companies, broker-dealers and RIAs looking to challenge the status quo and take their marketing beyond a standard.
Schmidt Market Research
www.schmidtmr.com
Pittsburgh, PA
412-367-9316
We are a full service market research company with long relationships with some of the largest names in banking. We specialize in the most complicated aspects of the field such as commercial, corporate, specialty, and high net worth banking.
Support EXP
supportexp.com
Centerville, OH
937-434-5700
Over 20 years, we have become the CX experts, guiding credit union and bank transformations beyond the transactional level. Our solutions capture customer and employee feedback, and we give insight and training to act on it for best-in-class results.
Synergistics Research Corp.
www.synergisticresearch.com/
Atlanta, GA
800-423-4229
Leading provider of syndicated consumer and small business marketing research intelligence for the financial services industry since 1981.
Technology Business Research, Inc.
tbri.com
Toronto, Ontario
603-929-1166
Technology Business Research, Inc. is a leading independent market, competitive and strategic intelligence firm specializing in the business and financial analyses of hardware, software, professional services, and telecom vendors and operators.
THEIA8900
www.theia8900.com
Madison, WI
608-520-3476
Cryptocurrency marketing strategy consultancy specializing in helping banks, credit unions, and blockchain firms grow through market research and growth strategy development.
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