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Financial Services Market Research

The best financial institutions attract and retain customers by prioritizing member experience. They also rely on market research to fuel data-driven decisions that measure and improve customer satisfaction.

Trusted by Leading Financial Institutions

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Best-In-Class Financial Services Market Research

Unlock Growth with Data-Driven Insights

Banks, credit unions, and financial service providers face growing competition, shifting customer expectations, and regulatory challenges. Understanding your audience and making data-driven decisions are essential to staying ahead. Drive Research specializes in financial services market research, providing insights through surveys, focus groups, and in-depth interviews. Our tailored research solutions help you enhance customer or member experience, refine offerings, and strengthen brand loyalty to drive growth.

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Benefits You Can Expect

Why Conducting Financial Services Market Research is Important

Identify growth opportunities

With our financial market research services, banks and credit unions can pinpoint untapped markets, emerging customer or member needs, and preferences. This your FI to develop new products and services or tailor existing ones to better serve your target audience and attract new customers or members.

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Improve customer and member retention

Understanding customer satisfaction, pain points, and expectations is key to building long-term relationships in the financial sector. Market research can uncover insights into customer loyalty drivers and areas for improvement, enabling banks and credit unions to enhance customer experience and reduce churn.

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Gain a competitive advantage

Financial institutions can assess the strengths and weaknesses of their competitors with studies like competitive rate analyses. This knowledge allows your institution to differentiate offerings, develop unique marketing strategies, and position yourselves more effectively in the market to attract and retain customers.

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Full-Service Quantitative and Qualitative Offerings

Financial Market Research Solutions We Provide

Data-Driven Insights for Growth and Customer Loyalty

Drive Research empowers banks and credit unions with targeted market research solutions. We deliver actionable insights that help you understand your customers, optimize your offerings, and outperform the competition. Here are a handful of the many market research services we provide to banks and credit unions.

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Customer or Member Surveys

Gauge customer satisfaction, identify areas for improvement, and increase loyalty through targeted surveys.

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New Account Opening Surveys

Capture valuable feedback from new customers to understand their motivations for switching and identify areas for improvement.

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Competitive Rate Analysis

Stay ahead of the competition by leveraging our market research to offer competitive rates and attractive financial products.

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Closed Account Surveys

Uncover the reasons behind account closures and identify actionable steps to improve customer retention.

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Brand Tracking

Monitor brand performance over time to identify trends in awareness, loyalty, and market positioning.

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Branch Mystery Shopping

Gain valuable insights into the branch experience, identify areas for employee training, and ensure compliance with industry standards.

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Segmentation Studies

Identify distinct customer groups based on behaviors, needs, or demographics to inform targeted strategies.

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Online Banking User Experience

Optimize your digital banking platforms to provide user-friendly and engaging experiences that attract and retain customers.

Market Research Case Studies

Financial Services Audiences We Connect With

Competitive Rate Analysis
Case Study
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Non-Member CU Survey
Case Study
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Banking Brand Equity Study
Case Study
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Community Survey
Case Study
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Banking Product Concept Test
Case Study
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Why Choose Drive Research

Your Partner in Making Data-Driven Decisions That Drive Growth

Research Expertise You Can Bank On

From survey design and data collection to in-depth analysis and reporting, we handle all your research needs under one roof. Better yet, we offer more than just data. Drive Research provides actionable insights, customized solutions, and a collaborative approach to help your financial institution thrive.

Tailored Solutions, Not Templates

We understand that every financial institution is unique. That’s why we customize every research project to your specific goals and challenges, ensuring the insights you gain are relevant and actionable.

Industry Expertise That Runs Deep

With over 80 years of combined experience in the financial services sector, our team possesses an unparalleled understanding of the industry’s complexities. We leverage this expertise to deliver insightful research that drives strategic decision-making.

Strategic Guidance You Can Trust

We go beyond simply presenting data. Our consultative approach provides in-depth analysis, strategic recommendations, and a clear path forward based on your research findings.

Relevant Resources for Financial Institutions

In-Depth Analysis and Thought Leadership for Finance Professionals

Best Bank & Credit Union Market Research Options

Explore key market research options for banks and credit unions to stay competitive and customer-focused.

How to Conduct Financial Services Market Research

Step-by-step guide to conducting market research in financial services industry.

Best Banking Customer Retention Strategies to Implement

Effective strategies for improving customer retention in the banking sector.

Competitive Rate Analysis for Banks & Credit Unions

Learn how to analyze competitors’ rates to improve your offerings and stay competitive.

Get In Touch

Contact Our Financial Services Market Research Company

We Are Here to Assist You Every Step of the Way

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