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Rise to the challenges

Credit unions | Who we help | Financial intelligence

As a credit union, you face challenges and obstacles that retail banks don’t. We can help you meet those challenges by giving you the tools you need to stay competitive with larger institutions – while still serving your members.

Understand what happens on the branch front line:

  • Evaluate sales and service
  • Test regulatory compliance behaviors
  • Verify employee behaviour and training

 

Understand your members:

  • Learn how consumers engage with you
  • Understand the power behind your brand
  • Get insight into member satisfaction and loyalty, and flight risk
  • Gain awareness around your institution’s ability to generate new business

 

Understand your market:

  • Understand how you compare to competitors in your various markets
  • Identify your competitive advantages and how to better serve your members
  • Get insight into competitive deposit and lending products, and product rates and fees

Our unique strengths

Extensive Experience | Financial intelligence

Extensive experience

We’ve been researching the retail banking industry since 1983. We work with credit unions and community bankers, understand your products and maintain product experts on our staff.
Flexible reporting options | Financial intelligence

Regulatory monitoring

We’ll help you understand and mitigate risky employee behaviors related to regulatory areas such as fair lending, fair treatment, and UDAAP (unfair, deceptive, or abusive acts or practices).
Employee behavior insight | Financial intelligence

Employee behavior insight

Our research helps you understand what really happens on your branch front line, in terms of service and sales, regulatory compliance and more.
Profitable product pricing | Financial intelligence

Profitable product pricing

Use our detailed competitor research into deposit and lending products, and rates and fees, to better price your products.
Expert analysis | Financial intelligence

Expert analysis

Our expert consultants help you understand market trends, assess strengths and weaknesses and identify opportunities to improve.

Recommended products

Some of our 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
IRS competitive product research | Financial Intelligence

Competitive Product Research

Get an information advantage over your competitors with accurate, timely and granular pricing data.

Key benefits:

  • Accurate rate and fee data
  • Timely collection
  • Granular pricing data
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

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. 

  • iMoneyNet

    Money Fund Report

    02 Feb 2018

    Leading the industry in money fund news.

    Topic Asset Allocation

  • 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.

  • PSN Separately Managed Accounts (SMA) Data, PSN Enterprise, ...

    Success Stories: Measured Wealth Private Client Group LLC

    20 Dec 2017

    Quote from Richard Kesner, President of Measured Wealth Private Client Group LLC, formerly known as The CommonWealth Group.

    Topic Industry News

  • PSN Separately Managed Accounts (SMA) Data, PSN Enterprise, ...

    Success Stories: Merchants and Planters Trust

    20 Dec 2017

    Quote from Nate Watson, Senior Vice President and Trust Officer Merchants and Planters Trust.

    Topic Industry News

  • PSN Separately Managed Accounts (SMA) Data, PSN Enterprise, ...

    Success Stories: Great Western Bank

    20 Dec 2017

    Quote from Scott Olson, Senior Wealth Advisor, Great Western Bank.

    Topic Industry News

  • PSN Separately Managed Accounts (SMA) Data, PSN Enterprise, ...

    Success Stories: Municrest Investment Management Company

    20 Dec 2017

    Quote from Jeffrey Slater, President, MuniCrest Investment Management Company.

    Topic Industry News

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: