MRSI - Identifying opportunity through custom research

Financial Services

In today's ultra-competitive financial services market, companies need every strategic advantage they can get to keep ahead of the competition. That's why the insight found through marketing research is so crucial to decision making.

MRSI's marketing research solutions can help you differentiate your brand, improve customer experience and loyalty, determine the right product assortment, and gain market share.

Not only does MRSI have extensive experience conducting marketing research for financial services clients, but we also have research experts who've worked on the client-side leading research initiatives from a merchant and financial institution perspective. So, our marketing research experts have a keen understanding of issues impacting your industry today such as:

  • Economic climate
  • In-branch vs. online banking and bill pay
  • Mobile banking, payments and marketing
  • Conversions and upgrades
  • Electronic payments interchange
  • Credit cards
  • Debit debate (PIN vs, Signature)
  • Rewards programs
  • ATM usage
  • Identity theft and fraud
  • Maximizing the value of the demand deposit account (DDA) relationship

And we use that understanding of the business challenges you face as the foundation from which we design more effective marketing research that's truly in your footprint.

Our marketing research solutions include ethnography, category assessment, segmentation, line optimization, pricing research, tracking, customer satisfaction research, and more.

We've worked with financial services clients from credit card companies and financial institutions to retailers and providers of tax services.

Category experience includes:

  • Mutual funds
  • Annuities
  • Loans
  • Checking
  • Savings
  • Prepaid solutions
  • ATM transactions
  • Credit and debit cards
  • Rewards programs
  • Mobile payments
  • Contactless commerce solutions

We can reach both consumers and business professionals including high net worth individuals and small business decision makers.

MRSI also recognizes what a key growth opportunity the Hispanic market represents for financial services companies. With over 45 million Hispanics in the United States, many still unbanked or underbanked, this group has a wide range of unmet checking and savings, consumer credit, mortgage, and investment needs.

That's why we developed, ENFOQUE®, our 3-step Hispanic research solution, to help you Discover, Explore, and Grow your business among Hispanics and measure the impact of acculturation on your category.

But it's not just the depth of our capabilities and industry expertise that has 94 percent of our clients over the past three years willing to recommend us, it's also our commitment to pushing the thinking to develop more actionable research and to providing responsiveness that makes the marketing research process seamless.

Contact MRSI for more information on our Financial Services expertise today!

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