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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...

    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

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

    VIX – The Canary in the Stock Market Coal Mine

    By Charles Biderman, Informa, TrimTabs 04 Aug 2017

    Low VIX Due to Belief that Central Banks Have the Market’s Back However When The VIX Surges Again, Watch Out Below. The VIX, the acronym for the price volatility index of the S&P 500 (also called the Fear Index) has been trading at below 10 – the lowest since December 1993. The bigger the price changes over a short period of time, whether up or down, the higher the VIX. Read more from Charles Biderman.

    Topic Changing Rate Environment

  • IRS Market Research, SEA Score

    In the News: Order in the courtship: How banks can become number one with fickle customers

    By Susan Hines 31 Jul 2017

    News article: The competition for market share in the banking industry is fierce.  As a result, the typical customer gets 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.

    Topic Industry News

  • Mapa Research

    Personalised Banking: Amending Notification Preferences In-App

    By Mapa Research 31 Jul 2017

    This Mapa Research report assesses mobile banking customer experience, in particular how providers are giving customers more control and personalisation within apps by letting users adjust how and when they are sent notifications and alerts. Most of the banks monitored by Mapa Research send alerts to customers for various reasons - based on spending limits, when payments are made, when the account balance goes below a certain amount, and so on. What is becoming more common is banks allowing customers to amend their notification preferences - how and when an alert is sent to them - within the mobile banking channel (in the app). Around 36% of the banks we monitor in our Mobile Banking Dashboard allow customers to amend alerts in-app.

    Topic Industry News

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

    Biderman on Markets: Zero Interest Rates Creating Lemmings Heading Towards The Inevitable

    By Charles Biderman, Informa, TrimTabs 26 Jul 2017

    For as long as both the European, UK, and Japanese central banks keep printing money the global stock market rally will continue. For as long as the rally keeps going, more and more money will flow into Exchange Traded Funds that passively invest in all the major market indices. However, when the global central banks stop printing money and thereby cease creating asset price inflation; the resulting plunge in stocks will look very similar to lemmings going over the cliff. Read more from Charles Biderman.

    Topic Changing Rate Environment Industry News

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

    Zero Interest Rates (ZIR) Keeping Inflation Low

    By Charles Biderman, Informa, TrimTabs 19 Jul 2017

    Oil, as evidenced by West Texas Intermediate (WTI), has been trading in range from about $40 to $50 per barrel for two years. Yet most investors, economists and pundits continue to predict a rebound in energy prices. Despite low oil, there have been consistently huge flows into energy-based ETFs. Indeed, so far this year Commodity Energy ETFs have received new money equal to 5% of assets – despite the fact that Commodity Energy ETF prices are down 22%. In other words, even though investors have consistently been losing money, they keep on believing in higher oil prices. Read more from Charles Biderman.

    Topic Changing Rate Environment

  • IRS Market Research, SEA Score

    SEA Score video: Banking has changed... Technology is advancing!

    17 Jul 2017

    SEA Score is a system for understanding client engagement and its effects on your organization. It offers you more detailed information for better decision-making.

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

    Does the $93B of Bank New Stock Buybacks Mean Corporate Buying Slowdown is Reversing?

    By Charles Biderman, Informa, TrimTabs 11 Jul 2017

    Charles Biderman, Informa TrimTabs, presents his analysis of current supply and demand data, suggesting the big spike in bank new stock buybacks doesn't mean the slump in corporate buybacks is reversing.

  • iMoneyNet

    Money-Fund Rivals Show Quarterly, Yearly Asset Growth

    By Mike Krasner, iMoneyNet Managing Editor 11 Jul 2017

    Our Enhanced Cash Report™ data for the three-month period that ended in March detailed $647.0 billion of combined U.S. and Offshore portfolio assets, when converted to dollars, compared to $606.7 billion in the final 2016 quarter.

    Topic Asset Allocation

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

    What Supply and Demand Data Tells Us About Where Value in the Tech Sector Really Lies & Why

    By Charles Biderman, Informa, TrimTabs 23 Jun 2017

    Charles Biderman, Informa TrimTabs, presents his analysis of current supply and demand data, suggesting the value stocks in the tech sector are those creating their own demand while growing free cash flow.

  • IRS Market Research, IGM Credit, IGM FX and Rates, EPFR, iMo...

    Informa Financial Intelligence Named to Annual AMA Top 50 Market Research Firms Report

    20 Jun 2017

    Each year for the past 10 years, Informa Research Services has appeared in an annual AMA Top 50 Market Research Firms Report listing of the top 50 market research firms in the United States. This year Informa Research Services’ U.S. based market research revenue is combined with the U.S. based market research revenue from EPFR Global, Informa Global Markets, iMoneyNet, Informa Investment Solutions and eBenchmarkers, to be listed as Informa Financial Intelligence at #22 in this annual listing. Read the full article here.

    Topic Industry News

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

    Curve Flattening Implies Market at Odds With Fed Optimism

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

    In the week just passed, the bond market’s theme was of a flattening yield curve as the Fed delivered what glibly could be called a ‘hawkish’ hike while some key economic indicators like CPI and Retail Sales fell well short of expectations. For context, 2s reached new yield highs as the Fed adhered to its projections for more hikes, i.e. the dot plot, while 10s slipped to new yield lows last seen two days after the Presidential election and filling a gap left from that day. Read more from David Ader's latest musings.

    Topic Changing Rate Environment

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