Full List of Studies

2020 Studies

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

Mortgage Market Monitor 2020 (MM5) January 2020/April 2020

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

Innovative Developments in Small Business Payments (F284) February 2020/May 2020

  • Importance of B2B Payments
  • Contactless and Digital Options
  • The Position of Traditional Modes: Cash, Checks, and Cards

Gen Z to Boomers: Market Insights (F285) March 2020/June 2020

  • Product Needs; Financial Advice
  • New Providers and Channel Innovations
  • Socially Conscious Banking & Financial Wellness

Consumer Branch Monitor (CBM 2020) April 2020/July 2020

  • Evolving Functions and Role of Staff
  • Size and New Configurations
  • Self-Service and Innovations

Elements of the Customer Journey in Marketing Financial Services (F286) May 2020/August 2020

  • Mapping the Consumer Decision Process
  • Identifying and Eliminating Friction Points
  • The Challenge of Alternative Financial Providers

Twentieth Annual Home Equity Lending Monitor (HELM 20) June 2020/September 2020

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

Reinvigorating the Market for Personal Credit (F287) June 2020/September 2020

  • Product Share – Loans, Lines of Credit, Cards
  • POS Application and Lending via Mobile Platforms
  • Alternative Providers – Peer-to-Peer Lenders; Fintech Players

The Next Step in Digital Payments Among Consumers (F288) June 2020/October 2020

  • E-commerce, POS, and P2P Payments
  • Impact of Fintech and New Providers
  • Security Concerns; Biometrics

Strengthening Financial Relationships with Small Business Owners (F289) August 2020/November 2020

  • Assessing Household/Personal Financial Needs
  • Integration and Synergy with the Business Relationship
  • Investments, Retirement Planning, Insurance, and Credit

Personalization of the Customer Banking Experience (F290) September 2020/December 2020

  • From Account Acquisition to Customer Service
  • Impact on Loyalty and Retention
  • Role of AI

Checking Accounts: Cornerstone or Conduit? (F291) October 2020/January 2021

  • Evolving Role of Checking
  • Onboarding and Cross-Selling
  • Acquisition and Retention Strategies

Account Retention and Switching in the Small Business Market (F292) August 2020/February 2021

  • Account Volatility
  • Provider Competition; New Threats
  • Relationship Retention Strategies

Rejuvenating Reward Programs for Financial Services (F293) October 2020/March 2021

  • Relationship Rewards; Checking, Credit Cards, and Debit Cards
  • Customer Engagement and Retention
  • Innovations and Customization

 

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

For a full 2019/2020 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.