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Take the advantage

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

  • 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: