Attrition Benchmarks: Retail and Business
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Summer 2006. This benchmark study of more than 2,500 interviews from 25 participating institutions (banks and credit unions) examines the reasons behind retail and business attrition. Results also study where the account was relocated, the actual closure experience and the likelihood of the lost customer utilizing the original institution again in the future. The study also presents strategic recommendations for mitigating attrition that is within the institution's control.

The price of this study is $500. Click here for more information.

Marketing Research Toolkit
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Annual; latest edition - Winter 2007.
The challenge for bank marketers and strategists lies in how to distinguish their institution in the marketplace. There are three market differentiators: products and services, convenience, and service quality. Competing on products and services is a necessary imperative. Competing on convenience is also crucial, but very expensive, with the average new branch costing $1.8 million. The most neglected area where financial institutions can make a significant difference and positively affect the bottom line with minimal investment is service quality. Marketing Research Toolkit outlines how to define the scope of a marketing research project and how to run a successful campaign. Sample surveys ready for immediate implementation and free industry research resources are also included.

The price of this study is $500. Click here for more information.

Banking Businesses
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April 2004. With the end of the mortgage and refinance boom, financial institutions are searching for the next "big thing." Since the majority of fee generating avenues have been used in the retail customer base, banks are now eyeing businesses of all sales tiers for opportunities. In the wake of this impending investment by bank management into the business and commercial banking divisions, many questions and concerns have surfaced regarding sales process, incentive systems, private banking, and marketing. Banking Businesses presents findings from over 20 banker interviews, along with current commercial banking snapshots, and other business and commercial banking trends.

The price of this study is $500.

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Onboarding
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August 2008. The Onboarding White Paper explores why consumer and business clients selected their primary financial institution. It thoroughly examines the account-opening process and analyzes the consequences of a poor onboarding process on loyalty and attrition. This white paper will reveal what pitfalls to avoid in order to mitigate run-off and ensure loyal and profitable clients. It also suggests ways institutions can better manage the onboarding process.

The price of this study is $500. Click here for more information.

Delivery Channels: The ATM
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September 2007. This white paper traces the history of the ATM from the first cash dispenser installed in 1967 in London to the multi-use machine of today, offering innovative services and features. This study also highlights advanced-function technology, security,expense and delivery strategies. Most importantly, Delivery Channels: The ATM provides usage and satisfaction benchmark data from Bancography's primary research program.

The price of this study is $500. Click here for more information.

Small Business:  Needs versus Reality
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October 2006. Small businesses are small in size, but not in number. The old Mom-and-Pop stores of yesteryear have given birth to a vast array of modest-sized companies and sole proprietorships that - in terms of sheer quantity - have come to dominate the business landscape. And these small businesses have special financial needs that banks too often ignore.

Small Business: Needs versus Reality examines the identity, financial requirements and banking preferences of this profitable and often-loyal business segment. It also offers suggestions and tactics the financial-services industry should pursue to best serve small businesses.

The price of this study is $250. Click here for more information.