The financial services industry is undergoing constant chance with convergence, consolidation, market volatility, deregulation and increasing e-commerce. Deregulation and the globalisation of finance are inaugurating industry-wide consolidation as companies merge to gain economies of scale, eliminate excess capacity, and cut costs.

In today's ultra competitive financial services market, companies need every strategic advantage they can get to stay ahead of the competition. That's why the insight gained through marketing research is so crucial in decision making.

Not only does Revelation Associates have rich financial services expertise, but as a custom marketing research provider we have the capability to design a research program that's truly in your footprint, addressing your specific business challenges.

Our marketing research experience in financial services includes:

Mutual funds

Loans

Annuities

Checking

Savings

Other financial and banking products
     and services

We help clients in the industry find their way in this new competitive landscape. By focusing on underlying customer needs and the fundamental economics of the business, we help banks, insurance companies, brokerages, and other financial services companies rethink their strategic assumptions and identify winning business propositions.

Revelation Associates has a proven history managing strategic research for major domestic and international financial organizations to help them build brands and develop product portfolios. We offer in depth knowledge of the financial services sector acquired through long term client relationships and experience in the sector, access to the functional and knowledge assets, as well as cross functional experience brought to bear as client needs and issues develop.

Commercial and investment banking
We work with our clients to address core marketing and branding challenges, with a focus on customer insights and market research, brand development and delivery, and demand creation. Based on the unique requirements of individual clients, Revelation Associate’s research and strategic programs offer insights into marketplace trends, customer and employee perceptions, and competitive positions. Branding initiatives help drive extensions into new areas of business, as well as consolidate and expand existing customer bases.

By helping understand which customers are the most valuable, and which strategies and tactics are the most profitable, we can help increase your brand and marketing performance by focusing your investments in the areas that drive the greatest return.

Retail banking and credit products
By looking at the marketplace through the lens of your customers, we address their needs and the behaviors associated with the customer relationship lifecycle unique to your business. As a result, we're able to overcome barriers, driving customers closer to your firm with programs that differentiate you from your competition, driving increased preference and response. By understanding which customers are the most valuable, and which strategies and tactics are the most profitable, we help increase brand and marketing performance by focusing investments in the areas that drive the greatest return.

Insurance
In a business that's all about managing risk, it's natural to want to understand the most effective ways to quantify the results of marketing and brand-related activities and to identify how to harness the results to increase marketing and brand performance. Working with insurers including general, business, property and casualty and life, our experience centers around product and service branding, loyalty programs, brand advertising and direct marketing for lead generation.

A selection of financial services market research projects offered:

Point-of-service customer satisfaction

Employee satisfaction

Customer segmentation

Communication strategy

Changing nature of financial services

Understand brand attitudes and usage

Optimize brand positioning

Develop brand strategies that
    drive sales

Build brand equity

Create salient messages

Monitor acquisition and portfolio usage

Explore needs to identify
    new opportunities

Conduct market segmentation to
     identify potential customer segments

Build concepts that drive demand

Optimize product and package features
     and positioning for maximum ROI

Arm executives with the forecast
    information they need to
    make intelligent investment decisions

Plan effective pricing strategies to
     maximize revenue