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Retail banks | Who we help | Financial intelligence

Retail banking is a highly competitive space. As a decision maker in this market, you need to really understand the competition and the products they offer in order to make the best business decisions.

Understand what happens on the branch front line:

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

Understand your customers:

  • Learn how consumers engage with you
  • Understand the power behind your brand
  • Get insight into customer 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 risks
  • Get insight into competitive deposit and lending products, and product rates and fees

Our unique strengths

Premium provider | Financial intelligence

Premier provider

We offer competitive product rate and fee intelligence, satisfaction and loyalty surveys, sales and service evaluations, regulatory compliance testing and lead generation services to the financial industry.
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.
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).
Profitable product pricing | Financial intelligence

Profitable product pricing

Our in-depth competitor research enables you 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

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
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
iMoneynet | Data analysis and tools | Financial intelligence

iMoneyNet

The leading provider of money market mutual fund and enhanced cash data serving clients worldwide.

Key benefits:

  • Data you can trust
  • Timely delivery
  • Report generating

Financial Intelligence: latest

Free analysis

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Markets Will Crash Between Now & When Central Banks Stop Printing

    By Charles Biderman, Informa, TrimTabs 19 Oct 2017

    Key Question: Can Central Banks Sep Back in to Save Markets? I have been mostly bullish on the US stock market ever since realizing in October 2009 that the US Federal Reserve and other Central Banks’ money printing had eliminated the market downside.  What should be taught in Stock Market 101, particularly to those seeking to be Chartered Financial Analysts, is that all there is in the stock market are shares of stock.  Money flows in and out of the checking accounts of investors and stock market intermediaries. Read more from Charles Biderman.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Trump is Scaring Corporate America

    By Charles Biderman, Informa, TrimTabs 10 Oct 2017

    Float Shrink Plunging, CapEx Dropping Yet Free Cash Growing 13.3% Informa TrimTabs Weekly Liquidity Review just reported that Q3 net new corporate buying was the lowest in five years since Q3 2012 (see graph below).  Net corporate buying consists of new buyback announcements plus cash takeovers of already public companies minus all new share sales; including IPO’s secondaries as well as insider selling. Read more from Charles Biderman.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Keynesians Driving the Global Economy to Ruin: $1 of Government Spending is not = $1 of After Tax Income

    By Charles Biderman, Informa, TrimTabs 06 Oct 2017

    Followers of John Maynard Keynes tend to believe that $1 of government spending is just as good as $1 of after tax income, if not better. The key message of Keynesian economics is when the rate of growth of after tax profits of both industry and individuals declines, then increased government spending is supposed to not only provide a bridge but enhance an overall business recovery. Read more from Charles Biderman.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Individuals and Public Companies Acting Bearish - Bullish Spike in Stock Prices Ahead?

    By Charles Biderman, Informa, TrimTabs 29 Sep 2017

    Individuals and Public Companies Acting Bearish - Bullish Spike in Stock Prices Ahead? US stock prices are up more than 6% since the end of March.  However, you would not know that if you simply followed flows in and out of US equity mutual and exchange traded funds. Read more from Charles Biderman.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Why Corporate Tax is the Worst Tax of All

    By Charles Biderman, Informa, TrimTabs 21 Sep 2017

    No Corporate Taxes Could Increase All Collected Income Taxes. Imagine the US having 0% corporate income taxes. First obvious impact would be to dramatically increase business profits and return on equity. US companies would have an obvious cost advantage over every country with a corporate income tax. What better initial and long-term boost to US productivity and competitiveness could there be than eliminating corporate taxes? Read more from Charles Biderman.

  • Competitive Product Research, Informagic

    Loan Rate Monitor - August 2017

    15 Sep 2017

    As we head into mid-September, we are finding that there has been an overall decrease in mortgage rates. August showed a steady decline, including some record lows for the 2017 year.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Trump’s Negative Impact on Economy Increasingly Obvious

    By Charles Biderman, Informa, TrimTabs 13 Sep 2017

    There is no question that US stock and bond markets have each been going up in price ever since Donald Trump was elected President. However, underlying the appreciation of stocks and bonds are more and more warning signs that all is not well for the longer term – all due to a growing awareness of the ineffectiveness of the Trump administration. Read more from Charles Biderman.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    September Monthly Interest Rate Outlook

    By Marcus Dewsnap 01 Sep 2017

    Monetary policy remains ultra-accommodative in historical terms. The global central bank balance sheet has continuously expanded for around 10-years. Yet the Fed is ready to begin tapering reinvestment which brings to attention liquidity withdrawal. Read more from Informa Global Markets by clicking the button below.

    Topic Changing Rate Environment Global Investment Flows Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Income Growth Stops When Government Debt Surges

    By Charles Biderman, Informa, TrimTabs 31 Aug 2017

    Rapid economic growth is just around the corner, say Central Bankers, Wall Street economists and global investors. However, all that has been growing in the US and the rest of the developed world is government debt. What has not been growing is average and median household income - no matter what monetary strategies central banks create. Read more from Charles Biderman.

    Topic Changing Rate Environment

  • Mapa Research

    PayPal and P2P Payments: A strategic push for market share

    By Mapa Research 30 Aug 2017

    PayPal has spotted an opportunity to grow its market share in peer-to-peer (P2P) payments. The ultimate goal is to offer more flexibility in terms of how customers send and receive money from each other. By bringing its proposition closer to customers, the provider is offering access to its P2P payments services directly within partnering apps and channels. Strong competition in the market meant that it had to move quickly, resulting in a number of partnerships with leading players in the past year – Microsoft, Slack and Skype, to name a few. This free Mapa Research report looks at PayPal’s expansion strategy in the P2P payments market. Although, partnerships seems to be the main tactic it is also using the PayPal mobile app and the increasingly popular Venmo app to complement the plan. Download the report to find out more.

    Topic Industry News

  • iMoneyNet

    Taxable MMFs Enjoy 50-Basis Point Edge

    By Mike Krasner 24 Aug 2017

    Average seven-day yields for Taxable MMFs have grown their yield advantage over popular bank savings products since the last time we peered at this issue in early January (See Money Fund Report #2143).

    Topic Asset Allocation

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    US Equity Funds Having Biggest Outflow Since Jan. 2016

    By Charles Biderman, Informa, TrimTabs 23 Aug 2017

    At Same Time Informa TrimTabs MacroIndex Makes New High US Equity Mutual and US Equity Exchange Traded Funds are on track for the biggest one month combined outflow since January 2016. That bearish tidbit follows on what I wrote last week, which was that US public companies have announced the least amount of new stock buybacks this earnings season in five years, and have also reduced actual capital expenditures on new plant and equipment so far this year to the lowest level in five years. Read more from Charles Biderman.

    Topic Changing Rate Environment

  • iMoneyNet

    Liquidity Investors Consider Strategies for Short-Term Cash

    By Paul Adams, iMoneyNet Editor 18 Aug 2017

    The results of recent surveys of institutional investors suggest that a range of issues may be inclining institutional investors to consider alternative investments in addition to money-market funds for the management of their short-term cash.

    Topic Asset Allocation

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Has Corporate America Given Up on Trump? New Float Shrink & Capex Plunging - Cash Growing

    By Charles Biderman, Informa, TrimTabs 16 Aug 2017

    Corporate America appears to have given up on Donald Trump by their actions. I have commented several times this year, in print and on CNBC, that both newly announced stock buybacks and cash takeovers of public companies are plunging. So far this summer, corporate buying is at a multi-year low. But what’s new and much worse for the economy is that, according to S&P Dow Jones Indices’ Howard Silverblatt, capital expenditures since the start of this year --when Donald Trump was sworn in --have plunged to the lowest levels since early 2011. Read more from Charles Biderman.

  • iMoneyNet

    Floating-NAV Primes Buck an Industry Trend

    By Mike Krasner, iMoneyNet Managing Editor 09 Aug 2017

    Prime Institutional money-market funds, consistently less likely than other Taxable MMFs to grant fee waivers, are now the most likely funds to offer some breaks to investors when it comes to charged expenses, according to iMoneyNet’s latest Money Fund Expense Report™.

    Topic Asset Allocation

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