Financial Services research

Compete's financial services practice is led by an experienced team of professionals who have developed industry expertise at companies including Bank of America, CMGI, FleetBoston Financial, IDC and Jupiter Media Metrix. The team offers wireless insights via select research forums: a monthly newsletter (Financial Services Advisor), issues of Spark! (Compete's research series) and special white papers/studies.


Financial Services Advisor™ - Compete's weekly newsletter

August '08
August 13 The Mass Affluent and the Economy
Read more
August 6 Where is the growth in vehicle insurance?
Read more
July '08
July 30 Is the “Chase Exclusives” campaign gaining traction online?
Read more
July 23 Understanding the Impact of Credit Card Aggregators
Read more
July 14 Zillow Unveils New “Mortgage Marketplace” Offering
Read more


Looking for past issues? Visit the financial services newsletter archive.


Spark! - Compete's research series

Each issue contains the latest research, trends and data impacting a specific industry, sparking conversations and kindling ideas on how best to market to, acquire and retain customers.

Financial Services-related issues have included:
download September '06 Financial Services Providers: Creating New Relationships Online
In this Spark!, Compete assesses the factors that result in online application abandonment within the auto insurance, credit card, deposit account and home loan product catagories, and provides a framework for improving conversion by addressing these factors.
Read more
download March '06 The Battle Between Online High-Yield Savings Account Providers and Traditional Banks Heats Up: New Study Finds that There is More at Risk for Traditional Banks Than Lost Deposit Dollars
Over the next year, Compete estimates that these cross-sell efforts could capture up to $364 million in new revenue for HYSA providers, at the expense of traditional banks.
Read more

Click here to see other issues of Spark!.