PRACTICE OVERVIEW
In our Financial Services Practice, we work with client teams to both develop and better leverage their brands, products, services, and channels. Our specialization in the North American consumer market spans a range of financial services with expertise in :
- Retail Banking
- Credit Cards
- Insurance
- Retail Investing and Advisory Services
Our work has identified and captured synergies and cross-sell opportunities across these "traditional divides," a direction that becomes all the more topical as the rate of consolidation in the industry becomes more rapid.
Across our client engagements, we have established thought leadership in a number of marketing and market research issues that are particular to this industry. For instance, we have helped companies develop their online channels, including the optimal configuration of retail banking or online trading services. We have helped credit card marketers break into new or underserved markets, starting with a thorough understanding of the structure of a market including the key drivers of card acquisition, and then partnering on the new product development process including specifying the features and services, card designs, pricing, and positioning. Our understanding of the how to quantify the emotional and rational decision making process has particular applicability to financial services companies. Finally, we have assisted other clients to place a dollar value on their non-traditional marketing efforts, with a particular emphasis on Sponsorship Marketing.
To learn more about our specific areas of marketing and research expertise, please click on any of the following service line areas:
- Branding
- Market Definition and Targeting
- Optimization
- Marketing ROI
- Marketing Communications
- Consumer Trends and Choices
- Tactical Marketing Programs
If you would like more information on the many tools we can apply to your problems, we encourage you to read about our Research Approaches and Advanced Analytics capabilities. At the same time, while our marketing and research expertise draws on hundreds of years of collective experience, we have also invested in creating proprietary information sources that help our clients assess the pulse of today's mobile, fast-moving consumers. Here are just some of our distinctive resources that apply to the financial services market:
- KnowledgePanel® – the only online panel based on an RDD sample of the full U.S. population.
Many of our team members are from the financial sector – we understand your needs.
Read Our Perspective >>
FEATURED INSIGHTS
At Knowledge Networks, we invest in helping our clients solve today's problems while also identifying tomorrow's issues and opportunities. Our seasoned team of professionals is constantly creating provocative new insights, frameworks, and tools for improving marketing success. Many of these ideas have been featured in KNOW magazine, and we have selected below some of the articles that have particularly resonated with our Financial Services clients.
- The Days of Integrated People-Centric Insights Are Here: Seeing Is Believing
Patricia Graham - A Fresh Look at Hispanic Lifestyles: Social Cocooning, Stress, and Struggle
Patricia Graham - The Economy Is the Talk of the Town. What Is the U.S. Population Saying Back?
Patricia Graham - Marketing to Hispanics. Can You Afford Not to Research this Consumer Group?
Patricia Graham and Jannet Torres - Defining the Value of Cross-Media Properties and Advertising: A New Approach Offers Efficiencies, Savings, and Accuracy
David Tice - Defining and Maximizing the Power of Experiential Marketing
Interview with John Rowady - Distinguished Boomers: Portrait Of A Generation Defined By Change
Linda L. Fisher and J. Michael Dennis - Using Consumer Information to Discover a New Understanding of the Financial Services Customer
Mark Abboushi - Chasing the American Dream
Larry Kaagan and Patricia Graham - The Changing Face of Luxury
Patricia Graham and Marcus Matthews - Pit-stop Marketing
Darren Marshall







