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

• Assess you current share of wallet

• Determine the loyalty and potential that exists within your customer base

• Identify why some high potential households may not plan to bring your their future business

• Determine the value of being your customers' PFI

• Quantify sales potential over the next 12 months

• Evaluate branch performance metrics

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.