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Transition
Customer Survey Objectives

Survey Objectives

Customer
Relationship
Survey

Service Quality Survey

Share of
Wallet
Survey

Small Business Survey

Custom
Survey

Engage
Survey
Explore member loyalty through the RFG Loyalty Index x x x     x
Determine the demographic profile of your customer base x x x x    
Provide a proven and effective segmentation scheme x x x x    
Identify service quality improvement priorities x x   x   x
Identify changes in service quality through ongoing quarterly research           x
Immediately identify dissatisfied customers           x
Evaluate branch, Web and phone interactions           x
Rank the importance of service attributes to your customers x x   x    
Assess branch convenience and your customers' branch usage x   x x    
Determine the product sales potential in your customer base x   x x    
Evaluate customer loyalty for future business x x x x    
Assess your current “share of wallet” x   x x   x
Evaluate customer advocacy x x       x
Determine the “value” of being your customers’ PFI x x x x    
Analyze channel usage and online banking enhancements x          
Determine your channel control ratios x          
Examine the mobile banking market x          
Gauge your small business sales potential        x    
Examine the Gen Y segment and all generational segments x          
Evaluate the competition by institution type x          
Develop social networking strategies x          
NEW! Determine levels of engagement among your customer base x         x
Fully-customizable to your unique research objectives         x  
Methodology Options
Mail Survey x x x x x  
Email Survey x x x x x x
Web Survey x x x x x  
Hybrid Survey (Any combination of Mail, Email and Web) x x x x x  
Phone Survey         x  
Presentation Options
Optional Onsite Presentation x x x x x x
Webcast Presentation x x x x x x
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