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Becoming the Banking Customer's Primary Financial Institution

出版商 Mercator Advisory Group, Inc. 商品編碼 299588
出版日期 內容資訊 英文 22 pages
商品交期: 最快1-2個工作天內
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成為銀行客戶的一次金融機關 Becoming the Banking Customer's Primary Financial Institution
出版日期: 2014年04月16日 內容資訊: 英文 22 pages




  • 美國成人的金融機關、服務使用趨勢的相關調查資料
  • 推測客戶的盈利、帳號盈利的經驗法則
  • 為了擴大、緊密客戶關係,增加金融機關的客戶內市場佔有率的新的方法
  • 為了更佳瞄準數據管理、分析的有效利用
  • 市場區隔、瞄準的樣品解決方案

Today's banking customers are inundated with a wide variety of products and services from various financial institutions (FIs) as well as new solutions from nontraditional industry participants. The competition for market share in banking services is fierce. And since banking customers and credit union members are embracing new products and technologies and becoming increasingly sophisticated in their use, FIs that increase their understanding of customer wants and needs, many of which may be unstated, have a better chance of becoming their customers' primary financial institution.

In new research, “Becoming the Banking Customer's Primary Financial Institution”, Mercator Advisory Group reviews the increasing trend for banking customers to choose fewer financial institutions with which to interact and engage. Mercator survey data finds U.S. customers using fewer financial institutions, a trend that is making the competitive landscape even more challenging today than it has ever been.

“Financial institutions must increase their understanding of customer wants and needs, some of which may be unstated. Earning the customer's de facto designation as primary financial institution can be a long process with rich rewards,” comments Ed O'Brien, director of Mercator Advisory Group's Banking Channels Advisory Service and author of the report.

Highlights of this report include:

  • Survey data on trends in U.S. adults' usage of financial institutions and services
  • Rules of thumb for estimating customer profitability and account stickiness
  • New ways to expand and deepen the customer relationship and increase customer's share of wallet with the institution
  • Leveraging data management and analytics for better targeting
  • Sample solutions for segmentation and targeting

One of the exhibits included in this report:

Source: Mercator Advisory Group.

This report is 22 pages long and has 15 exhibits.

Organizations mentioned in this report include: Apple, Bank of America, Chase, Citi, Cisco, D+H, Fiserv, Navy Federal Credit Union, Microsoft, SAS, USAA, and Wells Fargo.

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