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Insight from your peers

Lenders and brokers | Who we help | Financial intelligence

Make better business decisions with the help of our research, data and measurements. We’re the financial industry’s premier provider of:

  • Consumer lending risk-based pricing information
  • Mortgage lending rates, fees and program details
  • Regulatory compliance self-testing programs
  • Sales and service evaluations
  • Satisfaction and loyalty surveys
  • Lead generation services 
  • Product rate table online advertising
  • Licensing our data and name to enhance lending marketing campaigns

Our unique strengths

In-depth insight | Financial intelligence

In-depth understanding

We truly understand the retail banking lending industry. We work with the key players, understand the products, maintain product experts on staff, and are uniquely qualified to help you make the best business decisions.

Extensive Experience | Financial intelligence

Extensive experience

We’ve been researching retail banking lending products, applications processes and delivery channels since 1983. 

Focus on detail | Financial intelligence

Focus on detail

We give you the competitive advantage by going beyond simple rate data, digging deep into granular details.

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 and customer insight | Financial intelligence

Employee and customer insight

Gain a better understanding of your employees’ behavior, as well as consumer loyalty, flight risk, likeliness to recommend and the power of your brand.

IGM credit | Financial intelligence

Online advertising

Get your brand in front of consumers searching for mortgage, home equity, auto loans and deposit products. Our marketing strategy generates qualified leads, not just traffic. 

Recommended products

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

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
Pricewise | Financial Intelligence

PriceWise

A set of pricing and product management tools designed by and for community banks and credit unions.

Key benefits:

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

Financial Intelligence: latest

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.

  • 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.

  • 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

  • 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

  • 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

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

    The Clouds to the Fed’s Silver Lining

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 16 Mar 2017

    Let me skip over the most obvious event of the week just passed which is the ‘dovish’ Fed rate hike. I say dovish not because it’s news but because the analytical emphasis is on the subdued nature of the statement and various forms of projections (which were little changed).

    Topic Industry News

  • IRS Market Research, SEA Score

    In the News: Why Millennials See Banks Differently Than Baby Boomers

    By Sue Hines 15 Mar 2017

    News article: There is just 20 years’ difference between the youngest Baby Boomer and the oldest of the so-called Millennial generation. But those two decades spell a big difference in how these generations view banks.

    Topic Industry News

  • Competitive Product Research, Informagic

    Loan Rate Monitor - February 2017

    15 Mar 2017

    As we head into mid-March we are seeing a sharp increase in rates, primarily due to the markets anticipation of the Federal Reserve’s intent to raise the Fed Funds Rate this month. 

  • SEA Score, IRS Market Research

    Why Branch Customer Opinions Don’t Reflect Most Banking Consumers

    By Susan Hines 03 Mar 2017

    An explosion of online and mobile capabilities has irrevocably changed how customers interact with their banks.

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

    A Bond Guy Takes Another Look at Stocks

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 03 Mar 2017

    A couple of weeks ago I wrote a column “A Bond Guy Looks At Stocks” with a decidedly bearish spin. That was about 60-odd Dow points ago. In the spirit of doubling down I offer a bit more to the very macro concerns expressed in that missive with higher-frequency inputs.

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