Insight on Savings and Investments in South and Central America

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Report
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Customer Centric Product Design in Global Financial Services

Customer centric product design is an essential tool for success in an industry that is becoming increasingly shaped by changing consumer needs.

Published By Datamonitor
22 Jun 2011 $5250
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Customer Experience in Branch: Building Best Practice Strategies

The branch channel is far from redundant, with the majority of consumers globally continuing to use branches. However, the experience of the branch must move from functional to engaging if FS providers are to increase revenue and satisfy customers.

Published By Datamonitor
03 Oct 2011 $5250
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Customer Experience in the Online Channel: Building Best Practice Strategies

As the online channel commands an increasing share of customers’ financial activity, it becomes even more crucial for financial services providers to ensure their online customer experience is an asset to their business.

Published By Datamonitor
27 Oct 2011 $5250
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Global Savings Map

This interactive dashboard and accompanying presentation analyzes the global retail savings market. It identifies key trends driving consumer attitudes and behavior, and recommends strategies providers can use to attract different types of saver.

Published By Datamonitor
29 Apr 2013 $3450
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Brief
Brief

IND Group Gamification Case Study: Boosting online sales through points, badges and rewards

IND group have launched an online banking platform that incorporates points, badges and rewards to drive customer engagement and encourage advocacy.

Published By Datamonitor
29 Mar 2012 $1295
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Marketing Strategies for Rebranding Financial Services

The financial crisis caused an unprecedented collapse in consumer trust and providers need to rebuild their brands. Datamonitor’s Financial Customer Intelligence framework offers insight into core consumer demands that must be met by the industry.

Published By Datamonitor
21 Jun 2012 $3450
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Brief
Brief

Mass Affluent Investors: Sizing the Market Opportunity

In most wealth markets the mass affluent hold the largest proportion of retail savings and investments, making a dedicated mass affluent proposition critical for any wealth manager interested in capturing more assets.

Published By Datamonitor
16 Oct 2014 $1995
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Social Media in Global Financial Services: The Customer as the Advisor

Consumers increasingly turn to fellow customers for advice on their finances. Reduced trust in traditional advice and the growing influence of peer opinions drive the use of social media in the context of advice.

Published By Datamonitor
02 Jun 2011 $5250
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The Authenticity Consumer Trend in Global Financial Services: Honesty and Tradition

The Authenticity consumer trend in Financial Services is highly in demand post-downturn as consumers seek out honest and open services and products from providers with proven experience.

Published By Datamonitor
24 Sep 2010 $4495
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The Comfort Consumer Trend in Global Financial Services: Trust and Safety

The desire for protection and a need for safety is driven by uncertainty and stress. Trust lost as a result of the global downturn means consumers no longer trust their FS providers to offer financial safety; this lost trust must be restored.

Published By Datamonitor
08 Dec 2010 $3450
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