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Vital insight

Market research | How we help | Financial intelligence

To make the best business decisions, you need to know precisely how your products, services, and delivery channels measure up. With competitive intelligence, you have a competitive advantage. Informa market research provides in-depth market analysis and insights to inform your strategic direction and maximize your profitability.

We help you better understand:

  • Your competition and how your own products and services compare in the market
  • How your clients engage with your products, services, and delivery channels
  • What’s happening on the front line with employee behavior, especially as it applies to regulated areas and trained procedure

 

Our custom-designed research programs include sales and service evaluations, customer engagement and loyalty research, regulatory compliance testing and performance benchmarking. We offer unmatched accuracy, timeliness, customization, and service, based on over 33 years of financial industry research expertise. 

Who we help
We conduct market research for:

  • Retail and consumer banking
  • Investment banking
  • Institutional investment and wealth management (both money management and on the advisory side)

 

 

Recommended products

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

eBenchmarkers | Financial Intelligence

eBenchmarkers

Track your performance against competitors, understand market trends and identify new opportunities.

Key benefits:

  • Competitor intelligence
  • Tailored analysis
  • On-site presentations
IRS market research | Financial Intelligence

IRS Market Research

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

Free Analysis

Free analysis

  • 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?

  • IGM FX and Rates

    Focus Comment: Weak US data to keep Fed from accelerating tightening path

    By Jianhui Tan 17 Apr 2017

    Weak US data to keep Fed from accelerating tightening path

  • 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.

  • IGM FX and Rates

    Focus Comment: Can the real President Trump please stand up?

    By Jianhui Tan 13 Apr 2017

    Can the real President Trump please stand up?

  • IGM FX and Rates, EPFR, iMoneyNet, Competitive Product Resea...

    Ader's Musings - A Time for Every Purpose

    By David Ader 13 Apr 2017

    In the week just passed, longer-end Treasury yields fell to lows not seen since November 18 while short-end yields meandered providing a flatter yield curve.

    Topic Changing Rate Environment

  • 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.

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    Why is this Hiking Cycle Different from all Other Hiking Cycles?

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 07 Apr 2017

    Let me start with the reality that the FOMC minutes for the March meeting didn’t do much to stir the markets. Based on the various economic reviews of those minutes, that was the appropriate response: we didn’t learn a lot that we hadn’t heard before in various forms of Fedspeak.

    Topic Changing Rate Environment Industry News

  • IGM FX and Rates

    Monthly Interest Rate Outlook April 2017

    By David Ader and Cameron Brandt 31 Mar 2017

    The global interest rate tide is clearly turning. Of the major developed and emerging markets that IGM tracks, only one developed (Norway) and four emerging (Russia, Brazil, Chile and Korea) are currently projected to cut rates even further. The question now occupying investors, our analysts and the market is the timing and degree of tightening cycles.

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    If We're All Downsizing, Who is Upsizing?

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 31 Mar 2017

    Before I go into my more macro thinking, I’ll start with a simple 10-yr U.S. Treasury yield bar chart with, highlighted in rose, a very defined sideways channel whose broad parameters are 2.31+ to 2.63+%. Having been bullishly biased, the near-term charts look a bit more bearish with momentum shifting to higher yields. I’m not that bearish, but it’s a range and we got near the upper reaches.

    Topic Changing Rate Environment Industry News

  • 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. 

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    DC Stumbles Hint That Markets’ Election Euphoria has run its Course

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 24 Mar 2017

    In the week just passed, the drama of economic data had its intermission with the data frontage subdued and most of that decidedly second tier in nature. The focus of the interest-rate community shifted to somewhat softer (though potentially far more critical) inputs on the political front and as a result found new impetus to sustain technical gains that were otherwise underway.

    Topic Changing Rate Environment US Presidential Election

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