skip to main content
Close Icon

In order to deliver a personalized, responsive service and to improve the site, we remember and store information about how you use it. This is done using simple text files called cookies which sit on your computer. By continuing to use this site and access its features, you are consenting to our use of cookies. To find out more about the way Informa uses cookies please go to our Cookie Policy page.

Global Search Configuration

Make better pricing decisions

IRS competitive product research | Research Services| Financial intelligence

Unlike other industry researchers, we collect rate and fee information across all banking products, making us the one-stop shop for retail banking product research.

How it works

Our Competitive Product Intelligence offers unmatched accuracy and timeliness. This is thanks to our:

  • Information collection methodologies
  • Auditing processes
  • Key relationships – more than 75% of our product information is provided directly from the client institution

Intelligence is available when you need it and contains all the relevant product information for better granularity and detail.


How Competitive Product Intelligence can help
There’s no need to carry out research yourself or use substandard and potentially misleading sources of information. With our superior, comprehensive data you’ll be able to conduct competitor comparisons and precision pricing with confidence.


What's included

Accurate rate and fee data

Accurate rate and fee data

We provide the best competitive product rate and fee research available.

Timely delivery

Timely collection

To match your information needs.

Granular pricing data

Granular pricing data

A wealth of detail for precision comparisons.

Identify potential licensing

Gap analysis

For sales strategies, staff training and more.

Financial Intelligence: latest

Free analysis

  • Competitive Product Research, Informagic

    Loan Rate Monitor - May 2018

    17 May 2018

    As we head into mid-May, the market remains volatile with many fluctuations in movement. Ultimately, we are finding that rates continue to move upward. Since the end of April, APR for the 30-year conforming fixed mortgage has increased 0.036 to 4.707 percent. 5/1 ARM jumbo products have increased 0.015 to 4.709, along with the 30-year jumbo fixed which increased slightly 0.057 to 4.504.

  • Competitive Product Research, Informagic

    Loan Rate Monitor - April 2018

    17 Apr 2018

    As we head into mid-April, the market remains volatile with many fluctuations in movement. Ultimately, we are finding that rates continue to move upward. Since the end of March, APR for the 30-year conforming fixed mortgage has increased 0.026 to 4.560 percent. 5/1 ARM jumbo products have increased 0.038 to 4.609 along with the 30-year jumbo fixed which increased slightly 0.004 to 4.314. 

  • Competitive Product Research, Informagic

    Loan Rate Monitor - March 2018

    17 Mar 2018

    As we head from February into March, we are finding that rates continue to move upward. Since the end of January, APR for the 30-year conforming fixed mortgage has increased 0.048 to 4.615 percent. 5/1 ARM jumbo products have increased 0.041 to 4.506 along with the 30-year jumbo fixed which also increased 0.030 to 4.399.

  • Competitive Product Research

    Are You Prepared For This New Rising Rate Environment

    16 Mar 2018

    What’s different this time around? It’s finally happening, the rising rate environment has started. Things are different this time around. Mobile banking has taken hold and consumer banking behavior is dramatically different. Informa Research Services can help you prepare for a new competitive environment and help you understand new consumer behaviors.

  • Competitive Product Research, BankTrends

    BankTrends CECL Overview

    14 Mar 2018

    Join Michael Stinson of Informa Research Services and BankTrends on a brief overview of the BankTrends CECL Calculator. Find out why your CECL solution doesn’t have to be complicated.

  • Competitive Product Research, BankTrends

    BankTrends CECL Calculator Tutorial

    14 Mar 2018

    Join Michael Stinson of Informa Research Services and BankTrends on a 10-minute tour of the BankTrends CECL Calculator. Find out why your CECL solution doesn’t have to be complicated.

  • Competitive Product Research, PriceWise

    PriceWise™ - Tour of PriceWise™

    14 Mar 2018

    Join Kevin Coyne of Informa Research Services on an in-depth tour of PriceWise™. Find out how PriceWise’s smart business tools help our clients succeed in managing deposit and lending products. PriceWise helps you make better business decisions with limited time, tools, and resources.

  • Competitive Product Research, Informagic

    Loan Rate Monitor - February 2018

    06 Mar 2018

    Looking at rates from January moving into February, we are finding that rates continue to move upward.  Since the end of January,  APR for the 30-year conforming fixed mortgage has increased 0.146 to 4.497 percent.  5/1 ARM jumbo products have increased 0.047 to 4.317 along with the 30-year jumbo fixed which also increased 0.102 to 4.317.

  • Competitive Product Research, PriceWise

    Membership Advantage - PriceWise: Level the playing field!

    14 Feb 2018

    The information membership advantage given by PriceWise™ helps you succeed in managing your deposit and lending products. 

  • Competitive Product Research, Informagic

    Loan Rate Monitor - January 2018

    15 Jan 2018

    As we head into mid-January, we are finding that there has been a slight upward movement in mortgage rates. Since the end of December, APR for the 30-year conforming fixed mortgage has increased 0.041 to 4.089 percent. 5/1 ARM jumbo products have increased 0.060 to 4.145 along with the 30-year jumbo fixed rate which also increased 0.058 to 4.015.

  • Competitive Product Research, Informagic

    Loan Rate Monitor - December 2017

    15 Dec 2017

    As we head into mid-December, we are finding that there has been very minimal movement in mortgage rates. Since the end of November, APR for the 30-year conforming fixed mortgage has decreased 0.025 to 3.995 percent. 5/1 ARM jumbo products have increased 0.019 to 3.965 along with the 30-year jumbo fixed which also increased 0.007 to 3.915.

  • Competitive Product Research, Informagic

    Loan Rate Monitor - November 2017

    15 Nov 2017

    As we head into mid-November we see fixed mortgage rates have been on the decline. We see the 30-year conforming dropping 0.059 to 3.982 and the 30-year jumbo dropping 0.052 to 3.864. On the other hand, we see both the 5/1 ARM conforming and jumbo have increased, with the 5/1 ARM increasing 0.014 to 3.966 and 5/1 ARM jumbo with a minimal increase of 0.005 to 3.861.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Could Trump Create Mini Economic Recovery That Results in Major Crash in Stock, Bonds & Real Estate?

    By Charles Biderman, Informa, TrimTabs 26 Oct 2017

    Some of the smartest people I know believe it is 50% - 50% odds now that this year we will get some sort of tax deal lowering corporate taxes. The odds are lower for anything more. For the record, I still personally doubt that Donald Trump can get anything done requiring legislative action. Read more from Charles Biderman.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Markets Will Crash Between Now & When Central Banks Stop Printing

    By Charles Biderman, Informa, TrimTabs 19 Oct 2017

    Key Question: Can Central Banks Sep Back in to Save Markets? I have been mostly bullish on the US stock market ever since realizing in October 2009 that the US Federal Reserve and other Central Banks’ money printing had eliminated the market downside.  What should be taught in Stock Market 101, particularly to those seeking to be Chartered Financial Analysts, is that all there is in the stock market are shares of stock.  Money flows in and out of the checking accounts of investors and stock market intermediaries. Read more from Charles Biderman.

  • Competitive Product Research, Informagic

    Loan Rate Monitor - September 2017

    15 Oct 2017

    As we head into mid-October, we are finding that there has been an overall slight increase in rates. September proved to show the volatility in the market starting with a steady decline and ultimately turned into a continued upward swing of rates.

Complimentary emails - sign up to receive

Our weekly email service keeps you informed of the latest announcements, research results, and observations from our financial services product research teams. Whether it's a new innovative product, the latest offering, or special product pricing - you’ll be "In the Know".
Our free opt-in electronic rate table. This email service, delivered daily, keeps you informed of the latest product rate trends.

Meet the team

Management

Chuck Miwa

Management, Head of Retail and Consumer Banking, Financial Intelligence

California, USA

Chuck Miwa

Chuck specializes in

  • Customer Experience/Engagement/Loyalty
  • Retail Banking Products
  • Retail Lending
  • Benchmarking

+32 year(s) experience

Management

Jennifer Rossum

Management, Chief of Staff

Massachusetts, USA

Jennifer Rossum

Jennifer specializes in

  • Retail Banking Products
  • Customer Experience/Engagement/Loyalty
  • Money Market Funds

+21 year(s) experience

Any questions?

Would you like to request sample data or analysis from Informa Financial Intelligence? 

See how our tailored solutions can help you gain a competitive advantage: 

Related products

Some of our other top solutions are itemized below. For our full suite, please see Products & services

IRS market research | Financial Intelligence

Market Research Solutions

Capture the customer experience and see what your competitors are doing with our research services.

Key benefits:

  • Custom programs
  • Mystery shop program
  • Surveys
SEA score | Financial Intelligence

SEA Score

Get a real understanding of client engagement and its effect on your organization.

Key benefits:

  • Deeper insights
  • Strategic advantage
  • Online dashboard and reporting
Informagic | Financial Intelligence

Informagic

Get comprehensive rate and fee data for every retail banking product on the market.

Key benefits:

  • Complete rate and fee information
  • Smart business tools
  • Timely data and instant access