Financial Services Industry Expertise

Customers consider most financial products commodities. It’s a big challenge in the industry so the focus has to be on building profitable relationships. That means you have to continually work to differentiate your brand and service from the competition.

We have sector knowledge in banking, credit card services, insurance, investment services, and wealth management. With an exceptional team of over 130 dedicated financial services marketing research experts, the depth and breadth of our expertise is unparalleled. It’s one reason we can build best practices and unique processes into our work to find solutions to the issues you’re facing.

crowsnest logo
Check out, CrowsNest™ our latest mystery shopping offering for the Financial Services market. CrowsNest™ provides an assessment of a financial institution’s regulatory compliance from the customer’s perspective. The monitoring service enables an institution to independently determine how well employees are following internal compliance guidelines while providing a better understanding of how their customers are responding to these guidelines in practice.

Meet Our Financial Services Industry Experts

Richard Brose

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.

Go to Richard's Full Profile

Michael Matza

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.

Go to Michael's Full Profile

Joey Michaud

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.

Go to Joey's Full Profile

Dick Pace

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.

Go to Dick's Full Profile

Joseph White

I currently provide analytic support for our Financial Services Research Group. My role as Director of Marketing Sciences is to provide thought leadership in the design of new studies, consult on analytic techniques, and ensure that quantitative projects meet the needs of our clients. I work closely with the Research team and Subject Matter Experts to help ensure that project results are insightful, meaningful, and relevant to the client’s business.

Go to Joseph's Full Profile

Learn about our work in this industry.

Maritz Research Poll Provides Insights on Winning the Wealthy Investor Vote

Rich Brose suggests the candidate who solves the puzzle of securing the Independent investor vote may be the next occupant of the White House.

Learn more

Branding Brings the Best of Both Worlds Together for Bank Merger

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.

See how we help strengthen brand favorability.