Financial Industry

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

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.

A look into the mindset of Boomer retirees: As they near retirement age, many Boomers will be faced with the painful process of reining in their free-spending ways. Used to charting their own course through life, they may now have to buckle down and use a disciplined approach to readying themselves for retirement, as safety nets such as Social Security and Medicare may not meet their future needs.
Using market research for business and public policy decisions in consumer lending: Mystery shopping and marketing research can play a critical role in helping financial institutions comply with federal regulations. The article looks at matched-pair and monadic testing in particular to explore how they can be used to measure lenders' adherence to regulatory standards.
Investing in advocacy: A nationwide tracking study of banks and their customers shows that old-fashioned customer service is still a major factor in creating satisfied and loyal bank clients.
Merging the old and the new: In separate projects involving financial services and alternative medicines, Research International found that a mix of traditional and new qualitative methods was the most effective approach.
By The Numbers: Increase response rates by increasing relevance: Respondents’ perceptions of a survey’s relevance to them can have a major effect on participation rates. Using an online survey for a bank as an example, the author shows different phrasings for survey invites and how they impacted response rates.

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There are 41 articles in our archive related to this topic. Below are 5 selected at random and available to all users of the site.

Using recognition-based tracking to compare the ROI of print, radio and TV: Ad campaigns often include a variety of media, which often leads to questions about effectiveness. This article is a case history from a continuing recognition-based tracking study by BlueCross BlueShield of Minnesota that shows a way to answer all the questions that arise regarding which medium is best.
Now more than ever: In a sluggish economy, companies look for efficient ways to obtain information, decrease travel costs, analyze competitors and fine-tune their business operations. This article discusses how mystery shopping can benefit a company, including helping it thrive in lean times.
Advising the advisors: American Express Financial Advisors improved assessment effectiveness of client acquisition techniques (CAT) by redesigning its CAT questionnaire. Improved response rates and other factors allowed its research department to provide high-quality data quarterly to internal partners for resource planning.
Leaping the barriers of time and distance: VeriFone used international quantitative research to assess the viability of a new product.
Backing up their claims: Farm Bureau Financial Services used in-depth interviews and a mail survey to measure claimant satisfaction.

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Related Associations

Mystery Shopping Providers Association (MSPA)

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Related Events

AMA SUMMER MARKETING EDUCATOR"S CONFERENCE: August 8-11, 2008; The American Marketing Association will hold its summer marketing educator’s conference on August 8-11 at the Sheraton San Diego Hotel & Marina in San Diego. For more information visit www.marketingpower.com/research.
AMA ANNUAL RESEARCH CONFERENCE: September 14-17, 2008; The American Marketing Association will hold its annual marketing research conference on September 14-17 at the Boston Marriott Copley Place in Boston. For more information visit www.marketingpower.com/research.

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