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Financial Professionals

               

 

 

 

 

In personal financial markets we have undertaken research into loyalty, relationship pricing, treating customers fairly initiatives and attitude to investment risk in addition to major product areas such as mortgages, savings, packaged current accounts, credit cards, loans and investments.

 

We are used to looking at customer needs within the context of regulatory frameworks and have evaluated retail, telephone and on-line sales and service approaches.

 

We have helped develop campaigns to launch and support a number of successful new products.

 

Mystery shopping has been used in a number of markets using bespoke piloting and customised reporting developed by Research First Directors.