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Unlocking Insights to Drive Growth in Financial Services

FINANCIAL CASE STUDIES

NEW PRODUCT DEVELOPMENT RESEARCH - MaxVal™

A financial services client wanted to revamp its checking account portfolio, replacing its current products with new, more innovative offerings that would help it expand its customer base…

THE BATTLE FOR MINDSHARE IN FINANCIAL INSTITUTIONS - MaxShare™

In the battle for market share, financial institutions need to be cognizant of their mindshare, the drivers of mindshare and the barriers that prevent…

NEW PRODUCT MESSAGING RESEARCH - MaxMindset™

A financial services client was launching a new product outside their traditional portfolio, and needed to determine the optimal messaging strategy for the launch. The new product was designed…

Member Experience Research

One of the nation’s largest credit unions with over 300 branches needed a system to monitor the member experience across the organization. Branch managers, as well as regional and senior management…

New Product Development Research

A client in the financial services sector was in the process of designing a new product outside of their traditional offerings and needed to identify and quantify…

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