2018 Studies

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

Mortgage Market Monitor (MM3) January 2018/April 2018

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

Mobilizing the Checking Account (F) February 2018/May 2018

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

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

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

Maximizing Digital Marketing Strategies (F) April 2018/July 2018

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

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

Rewards Programs for Financial Services (F) June 2018/September 2018

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

Channel Strategies for Today’s Small Businesses (F) 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 (F) August 2018/November 2018

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

Refining Small Business Checking Programs  (F) 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

Positioning Savings Products for a Rising Rate Environment (F) October 2018/January 2019

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

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

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

Checking Account Switching and Retention (F) 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) January 2017/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) February 2017/May 2017

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

 Opportunities in the Small Business Credit Market (F) March 2017/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) April 2017/July 2017

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

 Mobile Financial Apps: Consumer Reaction (A) Spring 2017

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

ATMs to Video Kiosks: Consumer Viewpoint (A) Spring 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.