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43 Total results for product and free and sample content found

SEA Score, IRS Market Research

What It Takes To Become A Customer’s Primary Financial Institution

By Susan Hines 24 Apr 2017

The competition for market share in the banking industry is fierce. The typical customer is inundated with an array of offers from a variety of financial institutions, from the traditional retail bank to online lenders, payment providers and mobile-only banks. So it’s no wonder that rising numbers of consumers are increasing comfortable having relationships with several banks.

SEA Score, IRS Market Research

War on Attrition: How Your Data Fails To See the Customers Who Are Ready To Leave

By Susan Hines 21 Apr 2017

The eruption of mobile banking and a worldwide financial crisis that shook consumer confidence have altered forever how customers interact with their financial institutions. Banks that hope to ensure future growth need to find ways to not only attract new customers, but also keep their existing one from walking out the door.

PSN Enterprise, Zephyr

Inflation - Risks and Opportunities

By Ryan Nauman 21 Apr 2017

The consensus among economists is that inflation will increase to north of two percent in 2017, which would mark the first time since prior to the Credit Crisis that we’ve experienced consecutive years of inflation above two percent. We examine how financial professionals can use different asset classes to help position client portfolios to guard against inflation as well as contribute to total returns. We also list some of the top performing strategies from the PSN Global Manager Neighborhood database for each asset class during years of inflation over two percent.

Topic Industry News US Presidential Election Risk Changing Rate Environment

SEA Score, IRS Market Research

Why Off-the-Shelf Research Should Stay On the Shelf

By Susan Hines 19 Apr 2017

As the importance of marketing has accelerated for traditional retail banks in the highly competitive digital era, why would anyone make due with any old generic market research?

Competitive Product Research, Informagic

Loan Rate Monitor - March 2017

15 Apr 2017

As we head into mid-April, we are finding that there has been a slight drop in rates compared to March’s high volatility as bond market holdings for the new month were adjusted.

SEA Score, IRS Market Research

Why You Need to Service, Energize and Attract Customers

By Susan Hines 12 Apr 2017

Dig beneath all the talk about profit margins, regulations, marketing campaigns and customer satisfaction surveys and the answer is in three words -- Service, Energize and Attract customers.

SEA Score, IRS Market Research

Why Satisfaction Data Misses What Customers You Don’t Yet Have Really Want

By Susan Hines 11 Apr 2017

These days, a high customer satisfaction score means almost nothing when it comes to winning new business.

Zephyr

New to Zephyr OnDEMAND? Learn how to create blends.

By Jeremy Poulin, Senior Client Consultant 27 Mar 2017

This blog post is the second of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform.  Learn how to create blends from this blog post.