Full List of Studies

2019 Studies

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

Mortgage Market Monitor 2019 (MM4) January 2019/April 2019

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

The Consumer Perspective on Direct Banking (F272) January 2019/April 2019

  • Drivers of Consumer Choice
  • Primary Relationship Status
  • New Players and the Response of Traditional Providers

Enhancing Small Business Card Programs (F273) February 2019/May 2019

  • Personal, Business, and Premium Cards
  • Rewards and Extra Services
  • Online and Mobile Account Management

Capturing Relationships in the Student Market (F274) March 2019/June 2019

  • Millennials and Gen Z
  • Product Usage and Needs
  • Digital and Traditional Channels

Mobile Banking and Payments: The Next Level (F275) April 2019/July 2019

  • Innovations, Apps, and Alerts
  • Mobile and Tablets
  • Impact on Channels

Self-Service Banking at the Branch (F276) May 2019/August 2019

  • ATMs, Kiosks, and Terminals
  • Branch Size and Configurations
  • Changing Role of Staff

Small Business to Middle Market: Changing Strategies (F277) June 2019/September 2019

  • Transition Patterns
  • Expanding Product and Provider Usage
  • Financial Needs and Attitudes

Nineteenth Annual Home Equity Lending Monitor (HELM 19) May 2019/October 2019

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

Enhancing Credit Cards (F278) July 2019/October 2019

  • Rewards and Value-Added Services
  • Online and Mobile Activities; Innovations
  • Security and Privacy Features

Channel Preferences of Mass Affluent Investors (F279) August 2019/November 2019

  • In Person, Online, and Mobile
  • Asset Management Platforms –Traditional, Automated, and Hybrid
  • Non-traditional Providers; Role of Fintech

Channel Integration for Financial Services (F280) September 2019/December 2019

  • Omni-Channel Strategies
  • Traditional and Digital
  • Role of AI

Optimizing Branches for Small Business Customers (F281) October 2019/January 2020

  • Digital and Self-Service Banking
  • Role of Personal Contact
  • Account Management, Service, and Sales

Evolution of Customer Service for Financial Services (F282) November 2019/February 2020

  • Branch, Call Center, Online and Mobile
  • Activities and Enhanced Services
  • Integrating Personal Contact and Self-Service

Expanding Checking Relationships (F283) December 2019/March 2020

  • Acquisition and Retention
  • Onboarding and Cross-Selling
  • Relationship Rewards; Value-Added Services


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

For a full 2018/2019 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.