Article by Patrick Fiorenza, RMS Director of Research Analytics – Proven market research strategies offer banks and credit unions the opportunity to understand the behaviors and unmet needs of customers and members. When working with banks and credit unions, the goal for Research and Marketing Strategies is to help organizations create data-driven programs to guide Read more

This is a blog post that summarizes a completed project at Research & Marketing Strategies (RMS). Objective: A financial services client wanted to understand why customers voluntarily closed checking account(s) with bank. The bank also wanted to identify any unmet needs of those former customers and identify where those former customers currently obtain their banking services. The Read more