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IRS Banking Market Research

IRS market research | Research services| Financial intelligence

What really happens in your branches? How engaged are your online banking clients? Are your teams offering products in a way that complies with regulations? Our tried and trusted Banking Research Services can provide the answers to these and many other questions.

How it works.
With more than 33 years of carrying out banking market research in the industry, we understand the unique needs of retail banks and credit unions.

We offer:.

  • Regulatory compliance self-testing programs.
  • Competitive mystery shops.
  • Customer engagement and loyalty research.
  • Member engagement and loyalty research.
  • Sales and service evaluation.
  • Surveys.
  • Gap analysis.

How our Banking Market Research Services can help.
We’ll give you a true picture of what’s happening in each of your delivery channels, from frontline branches to online.

You’ll be able to see how engaged and loyal your customers are, as well as documenting what happens in loan application processes and how your teams handle situations with customers.

Plus you can better understand your competition, their products and how they are presented to the banking market with our competitive intelligence mystery shop program.

And you can use this information advantage to improve performance, compliance and customer engagement.

What's included

Financial Intelligence: latest

Free analysis

  • Market Research Solutions, LendersBenchmark™ - Financial Len...

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    COVID-19 What does it mean for banking

    COVID-19 is driving banks and their customers to rapidly adopt digital channels, with the potential to change in-person banking as we know it. See the data and insights from our experts who dive into how these market changes will have immediate and long-term impacts. Hosted by our IFI Thought Leaders: Suraya Randawa, Head of Research Rory Pennington, Lead Analyst Randy Rosen, VP Deposit Product Brandonn Dukes, VP of Mortgage Solutions Rutger van Faassen, VP of Consumer Lending

    Topic Industry News

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    Here’s Why the Fintech Startups Are Coming for Your Debit Card Business

    Here’s Why the Fintech Startups Are Coming for Your Debit Card Business

    As Fintech startups continue to grow, they’re looking for ways to expand their business and integrate themselves further into their customers’ lives. Increasingly, they’re doing that by offering a debit card to their users.

    Topic Changing Rate Environment Fintech

  • Market Research Solutions

    How Fintech Lenders Are Changing the Student Debt Business

    How Fintech Lenders Are Changing the Student Debt Business

    With a market that’s approaching $1.5 trillion and growing, it’s no wonder that the student loan business is attracting the attention of Fintech lenders. There is massive opportunity in student lending.

    Topic Changing Rate Environment Fintech

  • Market Research Solutions

    Preparing for the Rising Rate Environment

    Preparing for the Rising Rate Environment

    Financial institution executives are preparing now, arming themselves with practical strategies to help succeed in a rising rate environment. After a long, slow thaw, the financial industry is finally entering the rising interest rate environment that has been expected for a while. After such a long period, many executives find themselves ill-prepared for what is to come and some are speculating about how consumer behavior will differ from past rising rate environments.

    Topic Changing Rate Environment

  • Market Research Solutions

    Why Financial Institutions Are Refocusing on Relationship Banking

    Why Financial Institutions Are Refocusing on Relationship Banking

    Banks have always known the value of building a long-term relationship with their customers. As legacy banks face growing competition for Fintech startups, however, relationship banking has grown even more important.

    Topic Changing Rate Environment Fintech

  • Market Research Solutions

    Want to See the Future of Digital Banking? Look to Europe.

    Want to See the Future of Digital Banking? Look to Europe.

    Digital product managers at financial institutions have to keep a close eye on what’s coming from their competitors. But if they really want to get ahead of the curve, they should be looking a little farther afield.

    Topic Changing Rate Environment Fintech

  • Market Research Solutions, Mapa Research

    Looking into the future: Personal Finance Management tools (PFMs)

    Looking into the future: Personal Finance Management tools (PFMs)

    Chad Watkins, Director of Market Intelligence at Informa Financial Intelligence, and Chris Ward, Lead Analyst at Informa Financial Intelligence in the U.K and Europe, continue their discussion of European financial services digital features and functionality trends that are likely to appear in the U.S. This podcast discusses personal finance management (PFM) tools including encouraging savings, spending categorization, budgeting tools, account aggregation, gamification, and peer behavior comparison. Podcast #3 in an ongoing series.

    Topic Fintech

  • Market Research Solutions, Mapa Research

    Looking into the future: Card control trends

    Looking into the future: Card control trends

    Chad Watkins, Director of Market Intelligence at Informa Financial Intelligence, and Chris Ward, Lead Analyst at Informa Financial Intelligence in the U.K and Europe, continue their discussion of European financial services digital features and functionality trends that are likely to appear in the U.S. This podcast discusses card control trends, including card freezing, spending behavior tracking, virtual cards, tokenization, and temporary cards. Podcast #2 in an ongoing series.

    Topic Fintech

  • Market Research Solutions

    Fintech Lenders: Growing Their Market Share at Your Expense

    Fintech Lenders: Growing Their Market Share at Your Expense

    Since bursting onto the scene a few years ago, Fintech lenders have gained market share so quickly that many banks and credit unions are still struggling to adjust to an industry that has quickly transformed itself to consumers.

    Topic Fintech New Features Industry News

  • Market Research Solutions

    I Want to Be Popular!

    I Want to Be Popular!

    Everyone wants to become popular, so what will it take for termed certificate of deposit accounts to become popular again? Over the last two years the Federal Reserve has raised its target rate by 150 basis points, and it plans on making the same increase over the next two years. Because of this, the long-term savings rates offered by financial institutions have been going up, slowly, but going up nonetheless.

    Topic Changing Rate Environment

  • Market Research Solutions

    Balancing Your Digital Channel and Traditional Channel User Experiences

    Balancing Your Digital Channel and Traditional Channel User Experiences

    In recent years the banking industry has spent millions adapting to the continuing digital revolution, working toward improving the user experience for tech-savvy consumers who interact with their bank online or via their mobile devices.

  • Market Research Solutions, Mapa Research

    Looking into the future of digital banking trends.

    Looking into the future of digital banking trends.

    Chad Watkins, Director of Market Intelligence at Informa Financial Intelligence, and Chris Ward, Lead Analyst at Informa Financial Intelligence in the U.K and Europe, discuss European financial services digital features and functionality trends that are likely to appear in the U.S. Discussed in this podcast is digital document capture, onboarding, and authentication. Podcast #1 in an ongoing series.

    Topic Fintech

  • Market Research Solutions, Financial Media Partnerships

    Success Stories: Designing for the Present, Planning for the Future

    Success Stories: Designing for the Present, Planning for the Future

    A 50-billion-dollar financial institution is interested in new mobile banking application features. However, their app has not been updated in years and the list of features they want to add is long. This initiative will not only be time consuming, it will be expensive. Read more about Informa's successful approach here...

    Topic Industry News

  • Market Research Solutions, IGM Credit, IGM FX and Rates, EPF...

    Informa Financial Intelligence Named to Annual AMA Top 50 Market Research Firms Report

    Informa Financial Intelligence Named to Annual AMA Top 50 Market Research Firms Report

    For the past 10 years, Informa Research Services has appeared in an annual AMA Top 50 Market Research Firms Report listing of the top 50 market research firms in the United States. This year Informa Research Services’ U.S. based market research revenue is combined with the U.S. based market research revenue throughout our platforms to be listed as Informa Financial Intelligence at #17 in this annual listing.

    Topic Industry News

Meet the team

Executive

Randy Rosen

Executive, VP, Benchmarking & Applied Analytics - Deposits

California, USA

Randy Rosen

Randy specializes in

  • Benchmarking
  • Retail Banking Products

+31 year(s) experience

Executive

Ray Montague

Executive, VP, Client Success - Deposits

California, USA

Ray Montague

Ray specializes in

  • Benchmarking
  • Retail Banking Products

+25 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

SEA score | Financial Intelligence

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Informagic | Financial Intelligence

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

Key benefits:

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  • Market Research Solutions

    Here’s Why the Fintech Startups Are Coming for Your Debit Card Business

    Here’s Why the Fintech Startups Are Coming for Your Debit Card Business

    As Fintech startups continue to grow, they’re looking for ways to expand their business and integrate themselves further into their customers’ lives. Increasingly, they’re doing that by offering a debit card to their users.

    Topic Changing Rate Environment Fintech

  • Market Research Solutions

    How Fintech Lenders Are Changing the Student Debt Business

    How Fintech Lenders Are Changing the Student Debt Business

    With a market that’s approaching $1.5 trillion and growing, it’s no wonder that the student loan business is attracting the attention of Fintech lenders. There is massive opportunity in student lending.

    Topic Changing Rate Environment Fintech

  • Market Research Solutions

    Preparing for the Rising Rate Environment

    Preparing for the Rising Rate Environment

    Financial institution executives are preparing now, arming themselves with practical strategies to help succeed in a rising rate environment. After a long, slow thaw, the financial industry is finally entering the rising interest rate environment that has been expected for a while. After such a long period, many executives find themselves ill-prepared for what is to come and some are speculating about how consumer behavior will differ from past rising rate environments.

    Topic Changing Rate Environment

  • Navigating a Rising Rate Environment Podcast: Part #5

    Navigating a Rising Rate Environment Podcast: Part #5

    Part #5 - Competitive Advantage and Your Customers' Behavior The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #5, in a series of seven, is a discussion of strategies for recognizing your competitive advantage and exploring likely customers' behaviors in this rising rate environment.

    Changing Rate Environment

  • Navigating a Rising Rate Environment Podcast: Part #6

    Navigating a Rising Rate Environment Podcast: Part #6

    Part #6 - Tech Engagement, Fintech, and Digital Customer Journeys The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #6, in a series of seven, is a discussion of tech engagement, fintech players and issues, and digital channel customer journeys in this rising rate environment.

    Changing Rate Environment

  • Navigating a Rising Rate Environment Podcast: Part #7

    Navigating a Rising Rate Environment Podcast: Part #7

    Part #7 - Wrap-up and Review The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #7, in a series of seven, is a wrap-up of this topic, a review of the concepts discussed in this series, and advice for preparing to navigate this rising rate environment.

    Changing Rate Environment

  • Market Research Solutions

    Why Financial Institutions Are Refocusing on Relationship Banking

    Why Financial Institutions Are Refocusing on Relationship Banking

    Banks have always known the value of building a long-term relationship with their customers. As legacy banks face growing competition for Fintech startups, however, relationship banking has grown even more important.

    Topic Changing Rate Environment Fintech

  • Market Research Solutions

    Want to See the Future of Digital Banking? Look to Europe.

    Want to See the Future of Digital Banking? Look to Europe.

    Digital product managers at financial institutions have to keep a close eye on what’s coming from their competitors. But if they really want to get ahead of the curve, they should be looking a little farther afield.

    Topic Changing Rate Environment Fintech

  • Navigating a Rising Rate Environment Podcast: Part #3

    Navigating a Rising Rate Environment Podcast: Part #3

    Part #3 - Strategies for Deposit Products The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #3, in a series of seven, is a discussion of what is happening already with deposit products and what strategies for creating and promoting deposit products can be designed for the rising rate environment.

    Changing Rate Environment

  • Navigating a Rising Rate Environment Podcast: Part #4

    Navigating a Rising Rate Environment Podcast: Part #4

    Part #4 - Loan Products - Profitability and Risk-Based Pricing The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #4, in a series of seven, is a discussion of what is happening in lending and what strategies for profitability and risk-based pricing should be considered for this rising rate environment.

    Changing Rate Environment

  • Navigating a Rising Rate Environment Podcast: Part #2

    Navigating a Rising Rate Environment Podcast: Part #2

    Part #2 - Consumer Sentiments and Keys to Success The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #2, in a series of seven, is a discussion of consumer sentiments and understanding the keys to success in this rising rate environment.

    Changing Rate Environment

  • Navigating a Rising Rate Environment Podcast: Part #1

    Navigating a Rising Rate Environment Podcast: Part #1

    Part #1 - Introductions and Topic Overview The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #1, in a series of seven, is an introduction and overview of the topic, the rising rate environment.

    Changing Rate Environment

  • Market Research Solutions, Mapa Research

    Looking into the future: Personal Finance Management tools (PFMs)

    Looking into the future: Personal Finance Management tools (PFMs)

    Chad Watkins, Director of Market Intelligence at Informa Financial Intelligence, and Chris Ward, Lead Analyst at Informa Financial Intelligence in the U.K and Europe, continue their discussion of European financial services digital features and functionality trends that are likely to appear in the U.S. This podcast discusses personal finance management (PFM) tools including encouraging savings, spending categorization, budgeting tools, account aggregation, gamification, and peer behavior comparison. Podcast #3 in an ongoing series.

    Topic Fintech

  • Market Research Solutions, Mapa Research

    Looking into the future: Card control trends

    Looking into the future: Card control trends

    Chad Watkins, Director of Market Intelligence at Informa Financial Intelligence, and Chris Ward, Lead Analyst at Informa Financial Intelligence in the U.K and Europe, continue their discussion of European financial services digital features and functionality trends that are likely to appear in the U.S. This podcast discusses card control trends, including card freezing, spending behavior tracking, virtual cards, tokenization, and temporary cards. Podcast #2 in an ongoing series.

    Topic Fintech

  • Market Research Solutions

    Fintech Lenders: Growing Their Market Share at Your Expense

    Fintech Lenders: Growing Their Market Share at Your Expense

    Since bursting onto the scene a few years ago, Fintech lenders have gained market share so quickly that many banks and credit unions are still struggling to adjust to an industry that has quickly transformed itself to consumers.

    Topic Fintech New Features Industry News