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Transition
Member Survey Objectives

Survey Objectives

Member Relationship Survey

Service Quality Survey

Share of
Wallet Survey

Custom Survey

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Survey

Explore member loyalty through the RFG Loyalty Index x x x   x
Determine the demographic profile of your member base x x x    
Provide a proven and effective segmentation scheme x x x    
Identify service quality improvement priorities x x     x
Identify changes in service quality through ongoing quarterly research         x
Immediately identify dissatisfied members         x
Evaluate branch, Web and phone interactions         x
Rank the importance of service attributes to your members x x      
Assess branch convenience and your members' branch usage x x x    
Determine the product sales potential in your member base x   x    
Evaluate member loyalty for future business x x x    
Assess your current “share of wallet” x   x   x
Evaluate member advocacy x x     x
Determine the “value” of being your members’ PFI x x x    
Analyze channel usage and online banking enhancements x        
Determine your channel control ratios x    
Examine the mobile banking market 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 member base x       x
Fully-customizable to your unique research objectives       x x
Methodology Options
Mail Survey x x x x  
Email Survey x x x x x
Web Survey x x x x  
Hybrid Survey (Any combination of Mail, Email and Web) x x x x  
Phone Survey       x  
Presentation Options
Optional Onsite Presentation x x x x x
Webcast Presentation x x x x x
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