Becoming the Banking Customer’s Primary Financial Institution.


Moderator, Ed O'Brien, Director, Banking Channels Advisory Service 

Thursday, May 8, 2014 1:00 pm 

Eastern Daylight Time (New York, GMT-04:00) 

Register for Webinar

 


 “Financial institutions must increase their understanding of customer wants and needs, some of which may be unstated, if they are going to thrive in this new environment. Earning the customer’s de facto designation as primary financial institution can be a long process with rich rewards,” comments Ed O’Brien, director of Mercator Advisory Group’s Banking Channels Advisory Service and author of the report Becoming the Banking Customer’s Primary Financial Institution. 


During this hour-long webinar we will review primary research and survey data that shows U.S. customers are choosing fewer financial institutions from which to grow a long-term relationship. This trend is making the competitive landscape for FIs even more challenging today than it has ever been. 

The competition for market share in banking services is fierce. And since banking customers and credit union members are embracing new products and technologies, and becoming increasingly sophisticated in their use. FIs that increase their understanding of customer wants, needs, and behaviors have a better chance of becoming their customers’ primary financial institution. 

“Financial institutions must increase their understanding of customer wants and needs, some of which may be unstated, if they are going to thrive in this new environment. Earning the customer’s de facto designation as primary financial institution can be a long process with rich rewards,” comments Ed O’Brien, director of Mercator Advisory Group’s Banking Channels Advisory Service and author of the report Becoming the Banking Customer’s Primary Financial Institution. 

 


Members of Mercator Advisory Group Advisory Services have free access to all Mercator Advisory Group webinars.

Non-members: Webinar access is offered to non-members of Mercator Advisory Group services for $250. After registering for the event, Mercator Advisory Group will contact you to confirm your registration and process payment. We accept all major credit cards.

Media: Members of the press/media interested in participating in the teleconference can contact Brent Watters, Director of Marketing at: bwatters@mercatoradvisorygroup.com for media credentials for this online event.

Please visit us online at www.mercatoradvisorygroup.com.

For more information and media inquiries, please call Mercator Advisory Group's main line: (781) 419-1700, send email to info@mercatoradvisorygroup.com.

Register for webinar