FINANCE

Unlock Financial Insights With Suzy to Build Customer Loyalty and Increase Their Lifetime Value

To stand out, you need innovative strategies to establish closer relationships with your customers, so when they want something specific, like retirement planning advice or a mortgage, your institution is the first place they look. Suzy can help you uncover the insights you need to stand out against the competition.

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FINANCE

Consumers today are increasingly financially literate. They’re getting creative with their investments and going cashless. See if your business is equipped to deal with these changing behaviors.

Benefit and Offer Testing

Benefit and Offer Testing

Use Suzy’s MaxDiff analysis to identify which product benefits and offers are most preferred by your target consumers, and drive adoption with your current and prospective customers.

Brand Tracking

Brand Tracking

Understand how consumers feel about your institution vs the competition. Uncover how consumers’ attitudes, behaviors, associations, and perceptions vary within your category, so you can pivot your strategy wherever necessary with brand tracking.

Consumer Segmentation

Consumer Segmentation

Whether your target consumers are in the process of buying a house, refinancing, or simply looking for a new bank, Suzy can help you be more intentional with your outreach. Segment your audience into groups with similar characteristics, behaviors, and desires, which can be leveraged to create more targeted and personalized campaigns, offerings, and products.

 

Explore further with in-depth insights and reports

 

Money Matters: How the Recession Impacts Consumer Spending

Wallet Watch: Credit Cards & Plastic Perks

Stashing Cash: How Consumers Bank, Save and Invest in 2023

Cashless Convenience: How Consumers Use Mobile Devices for Payments

The Future is Phygital

Adapting to Uncertainty: Consumer Perspectives on Banking, Saving, and Investing in 2023

Faithful or Fickle? Financially-Driven Consumer Shopping Choices

 

Personalize your approach to insights designed for Finance

 

Book a Demo Today!