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Financial Services
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Overview
Financial Services analyzes how consumers research financial products and services online, as well as the factors affecting their adoption and usage of the Internet for managing their financial lives. The coverage area looks at a wide range of financial services products, including banking, lending, brokerage and insurance. It analyzes best practices in online financial services marketing and delivery, while highlighting successful strategies for influencing and acquiring consumers, cross-selling products and increasing online asset share.
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Research Topics
- Banking
- Brokerage
- Channel Integration
- Customer & Asset Acquisition
- Customer Segmentation & Profiling
- Customer Service & Satisfaction
- Financial Planning
- Insurance
- Online Bill Payment
- Online Migration
- Online Mortgage Lending
- Pricing Strategies
- Security & Online Fraud
- Up-Selling & Cross-Selling
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US Online Banking Forecast, 2007 to 2012
Concept Report
Vikram Sehgal -
May 2, 2008
As online banking adoption reaches maturity, banks have opportunities within certain demographic groups to increase the adoption levels.
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Financial Services Online
Marketing to Baby Boomers
Concept Report
Asaf Buchner -
December 14, 2007
Financial services institutions are seeking to understand baby boomers' online behavior.
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E-Trade Stores Customers' Input from Calculators to Create Seamless Connection Between Online Research and Off-line Advice and Application
Case Study
Asaf Buchner -
October 30, 2007
Founded as an online brokerage, E-Trade has evolved into a diversified online financial services firm offering investing, trading, banking, as well as lending products and services.
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Marketing IRAs
Leveraging the Internet to Influence Consumers' Choices
Vision Report
Asaf Buchner -
October 30, 2007
Financial institutions are seeking to optimize use and influence of the online channel in the individual retirement account (IRA) research process.
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Nationwide Creates Interactive and Educational Retirement Video to Raise Awareness of IRA Offerings
Case Study
Asaf Buchner -
October 30, 2007
Participants include financial services firm Nationwide, interactive advertising agency Brulant, and the Center for Retirement Research at Boston College.
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Banking on Green Consumers
Identifying Ways For Financial Institutions to Leverage a Growing Trend
Concept Report
Asaf Buchner -
August 22, 2007
As consumers profess stronger environmental concerns, financial institutions are seeking to understand the impact of the phenomenon on their industry.
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Online Insurance
Exploring Opportunities in Home and Life Insurance
Concept Report
Asaf Buchner -
June 28, 2007
Insurance carriers are focusing their online efforts on auto insurance, missing opportunities to promote home and life insurance products.
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Blogs and Banks
Prioritizing Blog-Based Marketing Initiatives to Gain Maximum Effect
Concept Report
Asaf Buchner -
June 12, 2007
As blogs continue to gain popularity, banks are seeking to understand the impact of this phenomenon on their business strategy.
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Online Banking
Deploying Personal Financial Management Tools to Enhance Loyalty
Vision Report
Asaf Buchner -
June 5, 2007
With the online banking market maturing, banks are seeking ways to engage their customers on their Web site beyond just checking their account balance. JupiterResearch studied opportunities related to introduction of personal financial management (PFM) tools to support acquisition, retention, and cross-selling efforts.
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Wells Fargo Leverages My Spending Report to Enchance Loyalty and Support Cross-selling Efforts
Case Study
Asaf Buchner -
June 5, 2007
Wells Fargo, a diversified financial services company, provides banking, insurance, wealth management, estate planning, investments, mortgages, and consumer financial services to more than 23 million customers from more than 6,100 stores, a leading Internet banking site (www.wellsfargo.com), and other distribution channels across North America and elsewhere internationally.
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Wesabe Leverages User-Generated Content and Tagging to Offer Financial Advice
Case Study
Asaf Buchner -
June 5, 2007
Launched in November 2006, Wesabe.com is a Web-based tool that aggregates and analyzes financial transaction data from consumers' bank and credit card accounts, and delivers user-generated financial tips based on the consumers' transactions.
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Online Banking
Stealing Customers from Competitors
Concept Report
Asaf Buchner -
May 24, 2007
Facing a mature market, banks are targeting consumers looking to switch their primary banking provider.
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