Financial Services Marketing

In today’s competitive financial services environment, knowledge is power. Across the financial services industry: we have helped institutions …

· Understand the strength of their strategic plans
· Develop new financial products
· Test the validity of training programs and its link to profitability
· Understand and better reach customers
· Open new markets
· Measure direct mail campaigns

Frontline 360™:
Frontline 360™ is a proven and powerful approach that can provide you with a real-life, 360-degree evaluation   of your frontline experience, including:
· The impact of the delivery of your Frontline Experience on brand image, relationship building and, ultimately,  on sales
· Actual service performance versus corporate standards
· Your frontline staff’s compliance to program/product offers
· The effectiveness of your current training programs on frontline experience delivery
· If desired, an evaluation of the frontline experience compared to your competition

How Frontline 360™ Works:
· Frontline 360™ accomplishes this by evaluating your frontline staff’s delivery of program and product       offerings as “seen” and “perceived” by customers and prospects
· We accomplish this by having our trained Frontline 360™ Evaluators assess your frontline staff via in-person visits and/or telephone interviews on specific areas of “touch” and correlating with consumer perceptions
· The Frontline 360™ model correlates the dimensions on which the frontline staff are evaluated with the acceptance of the program and product offerings
     ·The products evaluated differ for each of our clients. We can accommodate as many products as our clients    need to be evaluated.

Click here to learn more about Frontline 360.

If your financial institution needs more knowledge we can help. Please call Fran Nuzzi, at 845. 426-1200. Or e-mail her now: fnuzzi@TargetResearchGroup.

                           Case Studies