Financial Industry Market Research

We've grouped together all the information our site contains on conducting marketing research in the financial industry to help you quickly and easily find related articles, suppliers, events, jobs, associations, glossary definitions and more.

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Tags: | CPA's / Financial Advisors | Financial / Investment / Banks | Insurance

Recent Articles

Below are the 5 most recent articles on this topic. These articles were published within the last three years and are only available to registered subscribers.

Detecting and eliminating racial profiling and unfair sales practices in consumer lending: Unfair treatment and inappropriate sales in financial institutions often negatively impact minorities and those less knowledgeable about financial products. Market research can help banks guarantee fair treatment of minority and non-minority consumers applying for credit and also help ensure sound sales and service practices to improve the consumers’ ability to make appropriate decisions.
Middle-class Americans financially fragile but not reliant on credit cards: A TNS study indicates that while many Americans aren't saving for a rainy day, more are likely to turn to savings or family and friends in the event of a financial emergency.
How the travel industry is coping with today’s recession: Drawing from research with business and leisure travelers and conversations with travel industry firms, the author explains the impact of the economic downturn and explores the role of travel companies’ marketing research in these difficult times.
The importance of data quality in advertising decision-making: In these harsh economic times, advertisers must put an emphasis on quality, both in terms of seeking to obtain high-quality data and also in making sure that the ad research they conduct adheres to high quality standards. The article outlines one research company’s multi-step guidelines for conducting quality-focused ad research.
Ethnography from the client's perspective: The authors interviewed 26 researchers to explore how they use ethnographic research. Most found the method valuable, but they expressed concerns over cost, timing and the difficulties of getting management buy-in. They also disagreed over who is best suited to lead an ethnographic research project – a moderator, an anthropologist/ethnographer or clients themselves.

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There are 44 articles in our archive related to this topic. Below are 5 selected at random and available to all users of the site.

Mystery shopping for the financial services industry — then and now: Marketing research is fairly new to the financial industry. This article discusses the history of mystery shopping, the first type of market research accepted by the banking industry, and provides several examples of how to use mystery shopping to increase sales and improve service.
Employee surveys spark decision to establish child care: After a series of surveys revealed an increasing demand for infant day care, Dominion Bankshares Corp. in Roanoke opened an in-house child development center that has been operating at full capacity. Being in the childcare business may not have been the corporation's original goal, but the decision has been hailed as natural, appropriate and profitable.
Credit risk and customer profitability in consumer lending: Successful retail banks are devoting as much time and effort to customer retention as they are to new customer acquisition. This article discusses risk-adjusted customer profitability metrics as a means for banks to ensure that their retention efforts are targeted at the most profitable customers.
Using qualitative research to improve corporate intranet sites: The Principal Financial Group analyzed its use of intranet sites by applying a three-step process to collect data from the participants: a pre-browse interview; browsing activity observed by the researcher; and a post-browse interview.
Clients for life: In the mid-‘90s, MONY Group began an initiative aimed at the African-American market. This article discusses MONY’s initiative and results—immediate and long-term.

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Related Associations

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Related Events

MRA FALL CONFERENCE: November 10-12, 2010; The Marketing Research Association will hold its annual fall education conference on November 10-12 at Walt Disney World in Orlando, Fla.