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53 Total results for product and free and sample content found

PSN Enterprise

Q1 2017 PSN Top Guns - Markets Display Resiliency

By Ryan Nauman 05 Jun 2017

Read the market review for Q1 2017, showing resiliency in U.S. markets through uncertain times. U.S. equity markets continued to hit record highs during the quarter (S&P 500 +6.07%) as investors pin their hopes on reduced taxes and regulation and an increase in infrastructure spending. The Federal Reserve hiked interest rates based on an improved outlook for the economy and inflation, while soft data continues to paint a rosy picture.

Topic Industry News US Presidential Election Changing Rate Environment

Zephyr, EPFR

Passive Investments: Far from Perfect

By Ryan Nauman 17 May 2017

Over the past few years the investment management paradigm has shifted. An increasing number of retail investors have incorporated passively managed investments in their portfolios. Investment management firms have responded by adding new and exotic passive investments to their product lineups. However, passive investments are not immune to risk, and to some investors, the risk they are most concerned with is downside risk.

Topic Industry News Risk Asset Allocation Returns Based Style Analysis

SEA Score, IRS Market Research

The Red Flags You’re Missing Because of Antiquated Customer Satisfaction Data

By Susan Hines 11 May 2017

These days, providing exceptional customer service won’t keep customers happy or win you new ones. It sounds strange. The first lesson in Business 101 is that a happy, loyal customer feeds the engine that drives profits and growth. Satisfied customers love your brand, recommend you to friends and family and would never consider switching banks. A high promoter score means you’re making all the right moves to ensure a prosperous future. Wrong.

SEA Score, IRS Market Research

Why Customer Data Is Nothing Without Strategy

By Susan Hines 10 May 2017

Banks are in the data business. They have long had access to more consumer data than almost any other segment of corporate America. The value of that very data can’t be overstated. It means they can create more targeted and cost-effective marketing campaigns, develop products and offers specifically tailored to customers’ wants and needs and even develop better ways to determine a customer’s creditworthiness and detect fraud.

SEA Score, IRS Market Research

Is Your Bank’s Focus on Customer Loyalty Hurting Growth?

By Susan Hines 09 May 2017

Is loyalty in customers a good trait or a bad one? It might seem like a silly question. After all, executives and marketing professionals have viewed loyalty as a kind of Holy Grail for consumers.

SEA Score, IRS Market Research

Customers Are Complex. So Why Is the Data Polling Them Not?

By Susan Hines 08 May 2017

Bank customers have changed dramatically over the past decade, as has their relationship with the banks they use. Yet, the way banks study and evaluate these very complex customers hasn’t kept pace. That means the data banks are collecting on customers won’t help them to make decisions on service now or in the future.

SEA Score, IRS Market Research

Why You Can’t Ask Just One Question to Gauge Customer Loyalty

By Susan Hines 04 May 2017

You don’t get the right answers if you’re asking the wrong questions. It’s an even bigger problem when you’re only asking one question.

SEA Score, IRS Market Research

3 Ways Customer Satisfaction Differs From Customer Loyalty

By Susan Hines 03 May 2017

The financial services industry makes extensive use of programs that measure satisfaction and loyalty. To many, the two terms are interchangeable. After all, it stands to reason that a satisfied customer will stay put, and isn’t that the definition of loyalty. No, it isn’t.