PRACTICE OVERVIEW

In our Financial Services Practice, we work with client teams to both develop and better leverage their brands, products, services, and channels. Our specialization in the North American consumer market spans a range of financial services with expertise in :

• Retail Banking
• Credit Cards
• Insurance
• Retail Investing and Advisory Services

Our work has identified and captured synergies and cross-sell opportunities across these "traditional divides," a direction that becomes all the more topical as the rate of consolidation in the industry becomes more rapid.

Across our client engagements, we have established thought leadership in a number of marketing and market research issues that are particular to this industry. For instance, we have helped companies develop their online channels, including the optimal configuration of retail banking or online trading services. We have helped credit card marketers break into new or underserved markets, starting with a thorough understanding of the structure of a market including the key drivers of card acquisition, and then partnering on the new product development process including specifying the features and services, card designs, pricing, and positioning. Our understanding of the how to quantify the emotional and rational decision making process has particular applicability to financial services companies. Finally, we have assisted other clients to place a dollar value on their non-traditional marketing efforts, with a particular emphasis on Sponsorship Marketing.

To learn more about our specific areas of marketing and research expertise, please click on any of the following service line areas:

• Branding
• Market Definition and Targeting
• Optimization
• Marketing ROI
• Marketing Communications
• Consumer Trends and Choices
• Tactical Marketing Programs

If you would like more information on the many tools we can apply to your problems, we encourage you to read about our Research Approaches and Advanced Analytics capabilities. At the same time, while our marketing and research expertise draws on hundreds of years of collective experience, we have also invested in creating proprietary information sources that help our clients assess the pulse of today's mobile, fast-moving consumers. Here are just some of our distinctive resources that apply to the financial services market:

• KnowledgePanel® – the only online panel based on an RDD sample of the full U.S. population.

Many of our team members are from the financial sector – we understand your needs.

Read Our Perspective >>

FEATURED INSIGHTS

At Knowledge Networks, we invest in helping our clients solve today's problems while also identifying tomorrow's issues and opportunities. Our seasoned team of professionals is constantly creating provocative new insights, frameworks, and tools for improving marketing success. Many of these ideas have been featured in KNOW magazine, and we have selected below some of the articles that have particularly resonated with our Financial Services clients.

• Web Questionnaires: Tested Approaches from Knowledge Networks for the Online World (Part 1)
  Mario Callegaro
• Defining the Value of Cross-Media Properties and Advertising: A New Approach Offers Efficiencies, Savings, and Accuracy
  David Tice
• Product Spotlight: Knowledge Networks delivers expert solution to finding your optimum brand identity elements
  Justin Edge
• Defining and Maximizing the Power of Experiential Marketing
  Interview with John Rowady
• Making Quality Real: Adding Analytics to the Mix
  Ellen Veccia and Wendy Wallner
• Distinguished Boomers: Portrait Of A Generation Defined By Change
  Linda L. Fisher and J. Michael Dennis
• Using Consumer Information to Discover a New Understanding of the Financial Services Customer
  Mark Abboushi
• The Art of Creating Passionate Consumers
  Interview with Howard Schultz
• Chasing the American Dream
  Larry Kaagan and Patricia Graham
• The Changing Face of Luxury
  Patricia Graham and Marcus Matthews
• Pit-stop Marketing
  Darren Marshall
• Branding and the Art of Making Wine
  Interview with Thomas P. Burnet
• The DIY Phenomenon
  Larry Kaagan and Patricia Graham

View all related insights >>