Financial Services

Companies operating in the financial services industry know how vital it is to live up to a brand promise. Those that do are rewarded with business growth and a customer base who are advocates and "brand ambassadors" for their financial products and services.

This is no mean feat in today's complex financial services industry that features an abundance of competing entities, copy-cat products and look-alike services. Customers and prospects have more choices and greater access to information than ever before. This gives consumers an unprecedented ability to compare brands and "shop around."

Since the early 1990s, Critical Insights has worked with banks and other financial services customers to help them better understand and explain customer behavior in this dynamic environment marked by consolidation, convergence and the emergence of niche financial brands.

In this environment, Critical Insights has been active in moving clients beyond the notions of "transactions" and "money" and is instead working with financial services providers to help them get a clear picture of the role banks and other institutions play in the lives of their customers.

Examples of Our Work

Please contact us for examples of our work in the financial services area.

• In-depth interviews for investment firm
• 360º brand audit for regional bank
• In-depth interviews for professional services firm
• Web survey for information services company

Selected Clients

• Norway Savings Bank
• Bangor Savings Bank
• Kennebunk Savings Bank
• Maine Credit Union League
• FBR

Contact Us

For additional information on how our category experience in financial services can benefit your organization, please contact MaryEllen FitzGerald at (207) 772-4011 or via email at mef@criticalinsights.com.