Measure How Much of Your Customers' Business You Control and Quantify Future Sales by Product Line

RFG’s Share of Wallet Survey measures your customers' total product usage and identifies reasons why customers may or may not bring future business to your institution.

Survey Objectives

• Explore customer loyalty through the RFG loyalty index

• Determine the demographic profile of your customer base

• Provide a proven and effective segmentation scheme

• Assess branch convenience and your customers' branch usage

• Determine the product sales potential in your customer base

• Evaluate customer loyalty for future business

• Assess you current "share of wallet"

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

Survey Benefits

• Learn the impact your customers' demographic profile has on financial service usage.

• Identify your customer base that has high sales potential for loans, deposits and investments.

• Target customers who anticipate obtaining financial services in the next year.

• Learn what drives customer willingness to recommend your institution to a friend or family member.