RFG’s Share of Wallet Survey measures product usage among your customer base and helps quantify future sales by product line.

This survey is a subset of the full Relationship Survey and focuses on your sales opportunities, current share of wallet and customers’ future business intent.

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.