PHOENIX SYNERGISTICS - CHECKING STUDIES

When it comes to a cornerstone product such as the checking account, it is vital for financial institutions to have a clear understanding of the perspective of today's consumers. Phoenix Synergistics has been the premier source for consumer and small business research studies on checking accounts for more than 35 years.

MOBILIZING THE CHECKING ACCOUNT – jULY 2018 

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

National survey will include 1,500 online interviews with consumers age 18 or older.

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REFINING SMALL BUSINESS CHECKING PROGRAMS - DECEMBER 2018

  • Acquisition and Retention
  • Essential Features; Packages
  • Online and Mobile Solutions

The survey will include 800 online interviews with owners and executives of small businesses with annual sales of $50K to $5M among select industry categories.

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CHECKING account switching and retention – March 2019

  • Account Volatility 
  • Provider Competition
  • Strategies for Retention and Acquisition

National survey will include 1,500 online interviews with consumers age 18 or older.

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Questions?

Contact Mark Sutin at mark.sutin@phoenixmi.com or 609-261-6332 to learn more about individual pricing and our discounted subscription offerings.

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