2018 Studies

The dates shown here represent marketing/survey input dates and scheduled completion dates, respectively. 

Mortgage Market Monitor 2018 (MM3) January 2018/April 2018

    • Decision Making and Application Process
    • Sources of Information and Advice; Education
    • Relationship Acquisition and Expansion

Positioning Savings Products for a Rising Rate Environment (F262) February 2018/May 2018

    • Savings, CDs, and MMAs
    • Rate Competition vs. Other Provider Selection Criteria
    • Traditional and New Providers; Challenge of Fintech

Building and Enhancing Financial Relationships with Small Businesses (F263) March 2018/June 2018

    • Business Growth and Expanding Product and Service Needs
    • Importance of Household Relationships
    • Retention Strategies; Blunting Fragmentation

Mobilizing the Checking Account (F264) April 2018/July 2018

    • Adapting Checking to a Digital Marketplace
    • Online, Mobile, and Value-Added Services
    • Account Management and Opening; Payments

Investment Strategies for Mass Affluent Millennials (SR2)* – Spring 2018

    • Assessing Needs, Goals, and Priorities
    • Planning and Advice – Traditional, Robo, and Hybrid
    • Provider Competition; Role of Fintech Players

Eighteenth Annual Home Equity Lending Monitor (HELM) May 2018/October 2018

    • Activation, Retention, and Remarketing
    • Product Features and Pricing
    • Marketing Channel Mix

Maximizing Digital Marketing Strategies (F265) June 2018/September 2018

    • Acquiring and Expanding Relationships
    • Social Media; Email, Text, and Chat
    • Innovations and Customization

Channel Strategies for Today’s Small Businesses (F266) July 2018/October 2018

    • Scope of Face-to-Face Contact
    • Online and Mobile Services
    • Account Management, Customer Service, and Sales 

From Cash & Checks to Mobile Payments (F267) August 2018/November 2018

    • Traditional and Digital Payment Methods
    • E-Commerce, POS Transactions, and Bill Pay
    • New Competitors

Refining Small Business Checking Programs (F268) September 2018/December 2018

    • Acquisition and Retention
    • Essential Features; Packages
    • Online and Mobile Solutions

Millennials and Premium Cards (SR3)* – Fall 2018

    • Upscale Rewards and Enhanced Services
    • Brand and Issuer Competition
    • Marketing Strategies

Rewards Programs for Financial Services (F269) October 2018/January 2019

    • Credit, Debit, and Relationship Rewards
    • Revenue and Relationship Building
    • Combined Rewards; Mobile Applications

Personal Contact in a Digital Banking World (F270) November 2018/February 2019

    • Face-to-Face vs. Digital
    • Branches, Call Centers, and Online
    • Channel Integration

Checking Account Switching and Retention (F271) December 2018/March 2019

    • Account Volatility – Motivations, Frequency, and Time Frame
    • Provider Strengths and Weaknesses; Appeal of New Providers
    • Strategies for Retention and Acquisition

2017 Studies

The dates shown here represent marketing/survey input dates and scheduled completion dates, respectively. 

Mortgage Market Monitor (MM2) Completed April 2017

  • Decision Making and Application Process
  • Sources of Information and Advice; Education
  • Relationship Acquisition and Expansion
  • Major Competitive Lender Profile

Student Market: Financial Insights (F) Completed May 2017

  • Gen Z and Millennials
  • Attitudes and Expectations
  • Checking, Cards, and Credit
  • Channel Strategies

 Opportunities in the Small Business Credit Market (F) Completed June 2017

  • Credit Cards, Loans, and Lines
  • Traditional, Online, and Alternative Lenders
  • Marketing and Application Methods

 Financial Advice and Planning for the Mass Affluent (F) Completed July 2017

  • The Decision Making Process
  • Traditional and Alternative Sources
  • Balancing High Tech and High Touch

 Mobile Financial Apps: Consumer Reaction (A) Completed August 2017

  • Banking, Budgeting, and Payments
  • Saving and Investing
  • Benefits and Drawbacks

ATMs to Video Kiosks: Consumer Viewpoint (A) Completed August 2017

  • From Account Management to Sales
  • Innovative Functions
  • Branch and Off-Premise Locations

Seventeenth Annual Home Equity Lending Monitor (HELM) May 2017/November 2017

  • Activation, Retention, and Remarketing
  • Marketing Channel Mix
  • Product Features and Pricing

Millennials and Credit Card Loyalty (SR1) Fall 2017

  • Acquisition and Retention
  • Switching and Volatility
  • Key Drivers of Loyalty

Defining Customer Loyalty in Financial Services: Key Drivers (F) June 2017/September 2017

  • Relationship Retention and Enhancement Strategies
  • High Touch and High Tech
  • Customer Service, Rewards, and Communication Programs

Millennial Small Business Owners: Market Insights (F) July 2017/October 2017

  • Attitudes and Expectations
  • Channel Strategies
  • Provider Loyalty and Competition

 A New Look at the Consumer Credit Market (F) August 2017/November 2017

  • Cards, Lines, and Loans
  • Debt Management and Education
  • Traditional vs. Online Lending

 Evaluating the Small Business Payments Market (F) September 2017/December 2017

  • Cards, Checks, and Cash
  • Payment Innovations
  • Bill Payment and Invoicing

Cashing in on P2P Payments (A) Fall 2017

  • Provider Competition
  • Pricing Strategies and Real-Time Payments
  • Impact on Other Payment Methods

The New Financial Competitors (A) Fall 2017

  • Fin-Tech and Alternative Providers
  • Partners or Disruptors?
  • Banking, Payments, and Investments

Optimizing Debit Cards (F) October 2017/January 2018

  • Role in Payments Mix
  • Rewards and Enhancements
  • EMV; Fraud and Security Issues

 Mobile Banking and Payments in the Small Business Market (F) November 2017/February 2018

  • Banking, Deposits, Transfers, and Payments
  • Apps and Alerts
  • Pricing Strategies

 The New Digital Bank Branch (F) December 2017/March 2018

  • Branch Size and Configurations
  • Balancing Staff and Self-Service Automation
  • Transformation to Sales Centers

For a full 2017/2018 catalog please email mark.sutin@phoenixmi.com with “Catalog” in the subject line. Please include your name, title, organization, and phone number and a catalog will be emailed to you.