Our research has assisted software vendors, hardware manufacturers, service providers, and banks. We can:

  • Increase your understanding of the banking process – from top to bottom.
  • Provide product strategy for entering the bank marketplace or expanding your presence there.
  • Conduct corporate banking customer satisfaction phone surveys, analyze the results, and report to management.
  • Develop product and competitive positioning including in-house options.
  • Craft technology white papers and marketing collateral for print and electronic media.
  • Conduct marketplace analyses including current trends, competition, and future product and service potential.
  • Manage the treasury management and lending RFP preparation, distribution, and bank selection process.

- view testimonials >

We are former bankers and technologists who can gather information, tap our many resources, and create comprehensible, educational, and cohesive reports. Our experience and knowledge cover a plethora of topics. We have completed customer satisfaction studies, vendor evaluations, cash management and lending RFPs, and the sunsetting of a global product for an international bank.

  • Brookline Bank – Boston
  • Compliance Online, Palo Alto, CA
  • Digital Insight - Calabasas, CA
  • Eastern Bank - Lynn, MA
  • ESP Payments Research - Salisbury, MD
  • Financial Fusion, Inc. - Concord, MA
  • Financial Insights/IDC – Framingham, MA
  • The Finovate Group – Seattle, WA
  • Greenwich Associates, Stamford, CT
  • JPMorganChase - New York City
  • Mercator Advisory Group - Maymard, MA
  • Online Compliance Panel – Fremont, CA
  • Opthalmic Consultants of Boston – Boston
  • Whitney Bank – New Orleans