Investments

Investments

Research study
Rise of the Millennial Saver
November 24, 2020
Andrew Vahrenkamp
Price: 
$750.00

The twin blows of the fallen rate environment and the COVID-19 pandemic have rocked the savings world. Consumers, primed by need and falling rates, have become far more rate sensitive and open to moving funds than any time in recent history.

Institutions now face a margin crunch to go along with retention risk. Navigating rising consumer expectations will require a keen understanding of the most rate-sensitive populations. This study, conducted several months into the pandemic, considers how consumers have managed their savings in light of the pandemic and the rate environment.

Research study
August 14, 2019
Andrew Vahrenkamp
Price: 
$1,500.00

Baby Boomers and Retirement: Ready or Not?, examines how prepared the Boomer generation is for the next phase of their life.

Consistently, Boomers underestimate what they will effectively need to save to afford a retirement that maintains their quality of life. This 42-page study examines the value of financial planning, the segments of Boomers who are more or less prepared, and what financial institutions can do to help their customers navigate retirement.

Research study
January 23, 2017
Pat Bator
Price: 
$750.00

Understanding consumer views and expectations is crucial for institutions, especially on the deposit side of the ledger.  The rising rate environment, the trend toward commoditization, and heightened competition in banking are putting pressure on financial institutions to adopt a strategic focus on growth in deposits, investment services and retirement products.

This 33 page study explores saving and investing behaviors to help financial institutions target opportunities.

Read this study and learn about the following areas in detail:

Research study
November 28, 2016
Lynne Cornelison
Price: 
$1,500.00

As financial institutions work to meet their growth and earning objectives, developing deeper relationships with the customer, understanding their needs, as well as unique characteristics, is a strategic endeavor every organization attempts to accomplish.  As consumer behavior, technology, policy and other market variables impact traditional financial service offerings, institutions will want to focus their time and effort on strategic areas that resonate with the high-income consumer segment.