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2011 Relationship Deepening Study - How Banks Structure, Price and Sell Relationship Products

Informa Research, Sep 2011


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Are you profiling your customers correctly? How much is a lost opportunity costing you? You need to quantify what a typical customer can bring to your institution.

Informa Research Services, Inc., introduces our 2011 Relationship Deepening Study. This all new in-depth study will capture the details of how the top 20 banks and top 5 credit unions in the nation structure, price, and sell their relationship products.

The 2011 Relationship Deepening Study will give you unique insight on how your competition is positioning their relationship products and how effective they are in trying to capture the customer or member’s entire financial relationship. It will also include details of account fees and features, as well as a summary report that details each institution’s sales strategy as it relates to building the overall customer relationship.

Wouldn't you like your competition's details on:

- Fees and features
- Free services
- Discounts on loans
- Preferred deposit rates
- Preferred services
- Competitor mystery shops
- Identifying needs
- Using package accounts to cross-sell
- Asking for business
- Strategies for building relationships

With this accurate information you can evaluate your current relationship programs and make the informed decisions necessary to compete effectively.


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