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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

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

Financial Intelligence: latest

Free analysis

  • Market Research Solutions, Competitive Product Research

    Here’s Why the Fintech Startups Are Coming for Your Debit Card Business

    By Chad Watkins 18 Sep 2018

    As Fintech startups continue to grow, they’re looking for ways to expand their business and integrate themselves further into their customers’ lives. Increasingly, they’re doing that by offering a debit card to their users.

    Topic Changing Rate Environment Fintech

  • Market Research Solutions, Competitive Product Research

    How Fintech Lenders Are Changing the Student Debt Business

    By Chad Watkins and Mavel Vargas 10 Sep 2018

    With a market that’s approaching $1.5 trillion and growing, it’s no wonder that the student loan business is attracting the attention of Fintech lenders. There is massive opportunity in student lending.

    Topic Changing Rate Environment Fintech

  • Market Research Solutions, Competitive Product Research

    Preparing for the Rising Rate Environment

    By Ray Montague and Sue Hines 29 Aug 2018

    Financial institution executives are preparing now, arming themselves with practical strategies to help succeed in a rising rate environment. After a long, slow thaw, the financial industry is finally entering the rising interest rate environment that has been expected for a while. After such a long period, many executives find themselves ill-prepared for what is to come and some are speculating about how consumer behavior will differ from past rising rate environments.

    Topic Changing Rate Environment

  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #7

    By Paul Needels and Ray Montague of Informa Financial Intelligence 26 Aug 2018

    Part #7 - Wrap-up and Review The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #7, in a series of seven, is a wrap-up of this topic, a review of the concepts discussed in this series, and advice for preparing to navigate this rising rate environment.

    Topic Changing Rate Environment

  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #5

    By Paul Needels and Ray Montague of Informa Financial Intelligence 26 Aug 2018

    Part #5 - Competitive Advantage and Your Customers' Behavior The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #5, in a series of seven, is a discussion of strategies for recognizing your competitive advantage and exploring likely customers' behaviors in this rising rate environment.

    Topic Changing Rate Environment

  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #6

    By Paul Needels and Ray Montague of Informa Financial Intelligence 26 Aug 2018

    Part #6 - Tech Engagement, Fintech, and Digital Customer Journeys The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #6, in a series of seven, is a discussion of tech engagement, fintech players and issues, and digital channel customer journeys in this rising rate environment.

    Topic Changing Rate Environment

  • Market Research Solutions, Competitive Product Research

    Why Financial Institutions Are Refocusing on Relationship Banking

    By Chad Watkins 21 Aug 2018

    Banks have always known the value of building a long-term relationship with their customers. As legacy banks face growing competition for Fintech startups, however, relationship banking has grown even more important.

    Topic Changing Rate Environment Fintech

  • Market Research Solutions, Competitive Product Research

    Want to See the Future of Digital Banking? Look to Europe.

    By Chad Watkins 15 Aug 2018

    Digital product managers at financial institutions have to keep a close eye on what’s coming from their competitors. But if they really want to get ahead of the curve, they should be looking a little farther afield.

    Topic Changing Rate Environment Fintech

  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #4

    By Paul Needels and Ray Montague of Informa Financial Intelligence 14 Aug 2018

    Part #4 - Loan Products - Profitability and Risk-Based Pricing The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #4, in a series of seven, is a discussion of what is happening in lending and what strategies for profitability and risk-based pricing should be considered for this rising rate environment.

    Topic Changing Rate Environment

  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #3

    By Paul Needels and Ray Montague of Informa Financial Intelligence 14 Aug 2018

    Part #3 - Strategies for Deposit Products The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #3, in a series of seven, is a discussion of what is happening already with deposit products and what strategies for creating and promoting deposit products can be designed for the rising rate environment.

    Topic Changing Rate Environment

  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #2

    By Paul Needels and Ray Montague of Informa Financial Intelligence 09 Aug 2018

    Part #2 - Consumer Sentiments and Keys to Success The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #2, in a series of seven, is a discussion of consumer sentiments and understanding the keys to success in this rising rate environment.

    Topic Changing Rate Environment

  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #1

    By Paul Needels and Ray Montague of Informa Financial Intelligence 09 Aug 2018

    Part #1 - Introductions and Topic Overview The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #1, in a series of seven, is an introduction and overview of the topic, the rising rate environment.

    Topic Changing Rate Environment

  • Market Research Solutions, Competitive Product Research, Map...

    Looking into the future: Personal Finance Management tools (PFMs)

    By Chad Watkins, Director of Market Intelligence and Chris Ward, Lead Analyst at Informa Financial Intelligence 30 Jul 2018

    Chad Watkins, Director of Market Intelligence at Informa Financial Intelligence, and Chris Ward, Lead Analyst at Informa Financial Intelligence in the U.K and Europe, continue their discussion of European financial services digital features and functionality trends that are likely to appear in the U.S. This podcast discusses personal finance management (PFM) tools including encouraging savings, spending categorization, budgeting tools, account aggregation, gamification, and peer behavior comparison. Podcast #3 in an ongoing series.

    Topic Fintech

  • Market Research Solutions, Competitive Product Research, Map...

    Looking into the future: Card control trends

    By Chad Watkins, Director of Market Intelligence and Chris Ward, Lead Analyst at Informa Financial Intelligence 12 Jul 2018

    Chad Watkins, Director of Market Intelligence at Informa Financial Intelligence, and Chris Ward, Lead Analyst at Informa Financial Intelligence in the U.K and Europe, continue their discussion of European financial services digital features and functionality trends that are likely to appear in the U.S. This podcast discusses card control trends, including card freezing, spending behavior tracking, virtual cards, tokenization, and temporary cards. Podcast #2 in an ongoing series.

    Topic Fintech

  • Market Research Solutions, Competitive Product Research

    Fintech Lenders: Growing Their Market Share at Your Expense

    By Chad Watkins 10 Jul 2018

    Since bursting onto the scene a few years ago, Fintech lenders have gained market share so quickly that many banks and credit unions are still struggling to adjust to an industry that has quickly transformed itself to consumers.

    Topic Fintech New Features Industry News

Any questions?

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See how our tailored solutions can help you gain a competitive advantage: