Most financial products are commodities. It’s a big challenge in the industry, therefore your focus has to be building relationships with customers and key influencers. That means you have to continually work to differentiate your brand and service from the competition.
With an exceptional team of over 130 dedicated financial services marketing research experts, we serve 75 of the largest financial services firms in the world. The depth and breadth of our expertise is unparalleled. Last year, Maritz Research contacted more than 7 million people on behalf of our Financial Service clients. It’s one reason we can build best practices and unique processes into our work to find solutions to the issues you’re facing. We have sector knowledge in banking, credit card services, insurance, investment services, and wealth management.
As a Senior Director, Strategic Consulting in the Financial Services Research Group, I apply my 30 years of marketing research experience in the Financial Services industry to bring an industry perspective to research studies. I collaborate with teams, ensuring that research is designed to produce actionable insights that address our clients’ underlying business problems and provide a solid foundation for recommendations.
I consult with our clients to develop more effective studies, provide actionable insights and, ultimately, a blueprint for linking their “Voice of the Customer (and Employee)” insights with operational metrics and business results.
In my role as Director of Marketing Sciences for Financial Services, I mainly provide consultation on the design of prospective research projects, including methodology, sampling, and questioning. In addition, my team and I support financial client projects with analytical support like modeling and other multivariate statistics.
I assist clients in the banking and insurance industries to better analyze research results in order to provide more actionable recommendations, resulting in positive revenue consequences.
A national banking client enlisted Maritz Research to conduct a brand study gauging customer and prospect perceptions of the instituition. This initial study, along with an ongoing quarterly tracker, provided measurement against the company's goal of brand favorability. It also detected negative feedback that could affect the purchase preferences of consumers.
