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Upcoming Client Presentation

Retirement Plan Rescue: Consumer Outlook

September 22, 2010 at 2:00pm EST

Duration: 60 minutes

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Since 1981, SYNERGISTICS Research Corporation has been the leading provider of syndicated consumer and small business marketing research intelligence for the financial services industry. We specialize in examining timely issues related to credit cards, debit cards, prepaid cards, checking and transaction accounts, loan and home equity credit products, savings and investments, and insurance, as well as delivery systems including branches, telephone call centers, direct mail, ATMs, and online banking and innovations.

THE CHANGING MORTGAGE MARKET

Marketing Strategies in an Uncertain Economy
Refinancing Rebound
Comparison Shopping and Provider Competition

SYNERGISTICS is launching a new study to evaluate the consumer mortgage relationship experience, as well as their perspective on the application process and comparison shopping. Experience with home equity credit products and refinancing activity are also examined.

Key Finding from Previous SYNERGISTICS Research: According to a 2009 SYNERGISTICS survey almost one-fifth of first mortgage holders surveyed indicated that they refinanced their mortgage in the past two years. As shown, this is a slight upturn from one in seven in 2008, following a decline in refinancing activity since 2003.