Evaluate the Key Factors for Bank Growth:  Customer Potential, Customer Loyalty, Share of Wallet, Service Delivery and Target Marketing

RFG's Customer Relationship Survey will help you improve service quality, increase marketing efficiency and leverage customer potential and loyalty to drive sales.

Survey Objectives

• NEW: Determine the levels of engagement among your customer base

• Examine the Gen Y segment and all generational segments

• Evaluate the competition by institution type

• Develop your social media strategy

• Explore customer loyalty through the RFG loyalty index

• Determine the demographic profile of your customer base

• Provide a proven and effective segmentation scheme

• Identify service quality improvement priorities

• Rank the importance of service attributes to your customers

• Assess branch convenience and your customers' branch usage

• Determine the product sales potential in your customer base

• Evaluate customer loyalty for future business

• Assess your current "share of wallet"

• Evaluate customer advocacy

• Determine the "value" of being your customers' PFI

• Analyze channel usage and online banking enhancements

• Determine your channel control ratios

• Examine the mobile banking market

Survey Benefits

• Strategic and tactical opportunities to help improve sales, service quality and performance.

• Proven sampling methodology.

• Unique data "weighting" process ensures accuracy

• Comprehensive benchmark data against which you can evaluate your performance.

• Identifies competitive advantages and opportunities for improvement.

• National research experience provides basis for evaluating customer preferences.

• Unique targeting matrix ties product demand with segments in your MCIF system.