The Financial Services team also works with clients to develop custom studies with two key objectives—to deliver actionable marketing programs and to impact the bottom line. The results of each study reveal key segments to target as well as the drivers that motivate consumers and differentiate your brand from competitors.

Our quantitative studies are designed to link research insights to customer profit or lifetime value data to show clients where opportunities exist to grow revenue, either in the marketplace or within their customer base.

Phoenix conducts two types of syndicated research for the financial services industry—advertising and brand performance tracking; and payment systems’ usage and share of wallet tracking.

The Phoenix AdPi® and BrandPi® Audits (Advertising Performance Index and Brand Performance Index Audits) measure the impact of marketing communications on brand and business performance. Rapid-response reporting allows clients to make quick decisions around ways to optimize marketing programs and media budgets. Coverage of the financial services categories include investment services retirement services, credit cards, retail banking and property and casualty insurance.

Syndicated Affluent Marketing Services (AMS) studies are conducted bi-monthly. These large-scale studies explore Affluent consumers’ investment behaviors, relationships with financial services companies, loyalty, share of wallet, perspectives on retirement and more. Subscribing clients have the opportunity to add custom questions and receive quick responses.

Phoenix’s Payment Systems studies track consumer and business owner product usage behaviors for ATMs, debit cards, credit cards and other electronic payment devices. Studies cover credit cards, electronic banking, merchant payment systems, billing systems, banking systems and mobile payment systems.

See additional detail for each study in Market Landscapes.