Consumer Survey
Chart 1: What type of financial institution do you do business with?
Chart 2: What type of banking service do you currently use?
Chart 3: Based on the services you currently use, please indicate who you primarily do business with:
Chart 4: How many banks, credit unions, or financial institutions do you currently do business with?
Chart 5: How long have you done business with your current bank(s)?
Chart 6: How would you describe the relationship you have with your bank?
Chart 7: How has the economy impacted your relationship or view of your bank?
Chart 8: Do you use alternative banking options or solutions like online banking, eAccounts or Bank@Post?
Chart 9: Have you changed banks in the past 12 months?
Chart 10: What was the reason for your move?
Chart 11: What is top of mind specific to your finances?
Chart 12: Do you currently hold any upgraded, premium, "choice" or reward accounts?
Chart 13: What is the primary value of these programs?
Chart 14: What are your greatest concerns or complaints about your bank or financial institution?
Chart 15: Have you ever told others or passed along information about your complaints or concerns?
Chart 16: What do you value most about your bank or financial institution?
Chart 17: Basic background information: Gender
Chart 18: Basic background information: Age
Marketer Survey
Chart 1: How would you describe the current state of your business?
Chart 2: What factors are impacting and influencing your marketing operations?
Chart 3: What issues or developments are impacting the banking industry today?
Chart 4: What are your top customer engagement priorities for the year ahead?
Chart 5: Are you confident in your knowledge of customer retention, profitability and lifetime value?
Chart 6: What would improve your visibility into customer retention, profitability and lifetime value?
Chart 7: Have you invested in customer data aggregation, analytics or segmentation platforms or programs in the past 12 months?
Chart 8: What was the outcome of the program?
Chart 9: What strategies are you employing to acquire new business?
Chart 10: What do you see as the essential contributors to assuring quality of customer experience?
Chart 11: How are you adding value to customer communications and engagements?
Chart 12: What are your customer's primary sources of pain or most frequent complaints about your brand, service, product or company?
Chart 13: What is your title?
CHARTS