Solutions

Outsourced Insight and Strategy Department

for Businesses and Nonprofits

Every organization can benefit from having a better understanding of their customers and markets, but many can’t afford a full time Research and Analysis function.

We offer an innovative solution that provides your organization with an ongoing, outsourced resource – scaled to your needs and budget.

Services

CRM enhancement

Sales territory management

Marketing ROI

Custom programming

Strategic planning support

Sales tracking

Marketing program strategy

Creation and fielding of ad hoc customer and market surveys

Ongoing analysis of internal data

Ongoing strategic insights and guidance

Needs to Leads

for Banks and Credit Unions

Needs to Leads is a hybrid market research and lead generation program, implemented with our partner The Verdi Group, that:

  • Deepens your institution’s understanding of customer needs
  • Identifies institution-wide growth opportunities
  • Supports development of a needs-based selling approach
  • Generates qualified leads for follow-up by your sales team

How it Works

1

We survey your customer base to understand their financial goals product needs and life events.

2

Then, we match the results with account data and deliver detailed, qualified sales leads to your branches and business bankers.

3

These leads can be distributed on follow-up forms, in spreadsheets or directly to your CRM system.

Turnkey Research Programs

for Banks and Credit Unions

Every organization can benefit from having a better understanding of their customers and markets, but many can’t afford a full time Research and Analysis function.

We offer an innovative solution that provides your organization with an ongoing, outsourced resource – scaled to your needs and budget.

Turnkey Surveys

Institutional Trust client satisfaction

Channel usage/preference

Business customer needs and perceptions

Financial wellness

Retirement readiness

New-to-bank customers

Trusted Advisor Performance

Net Promoter

Account opening satisfaction

Customer experience/ satisfaction

Market needs assessment

Customer needs assessment

Brand awareness & perceptions

Turnkey Data Services

Cross-sell lists

Cross-sell opportunities

Customer Retention Analysis

Marketing ROI

Marketing program strategy

New-to-Bank Customer Profiling

Customer demographic and behavioral

Customer Householding

Business Banking Growth Strategy

For Banks and Credit Unions

Quantify the Opportunity

Assess Your Position

Identify Customer and Market Needs

Prioritize Market Segments

Provide Tools and Resources

Implement and Track

We work with our partner Verdi Planning, a nationally recognized expert in banking and distribution strategy.

Using proprietary database and research tools we identify the needs and opportunities in your market and customer base—and can even identify market expansion opportunities.

Our customer and market surveys assess your bank’s competitive position, determine competitors’ strengths and weaknesses, quantify the threat from non-traditional providers and evaluate the quality of service provided by your lenders, relationship managers and support team.

We combine this data with input from senior management and front-line staff to provide a prioritized growth plan, right down to prospect lists and key selling points.

Planned Giving and Major Gifts Strategy

For Nonprofit Organizations

Experts predict that $30 trillion in wealth will pass between the generations over the next 30 years.

Even in mid-size markets, this transfer can amount to billions of dollars, dwarfing traditional fundraising.

Working with our partners Vecchio and Associates, we quantify the opportunity for major gifts and planned giving in your market, and implement a customized program to identify and develop your most significant opportunities.

Metro Community Survey

For Nonprofit Organizations

What are the key issues on the minds of community members, how are local nonprofits perceived, and how does this impact the demand for services and the willingness to offer financial and volunteer support?

The Metro Community Survey is an effective and affordable way for nonprofits to understand the needs, opportunities and challenges in the communities they serve.  Ultimately, it provides a roadmap for strategic elements as diverse as branding, service quality and programming.

The survey can be conducted on behalf of a single organization, or as part of a multi-sponsor effort with each sponsor given the opportunity to add customized questions to the survey instrument.