2013

CONNECTING WITH THE MASS AFFLUENT (F) (February 2013)

• Savings, Investments, and Premium Cards
• Provider Relationships and Advice
• Channel Optimization Strategies

A national Internet survey of 800 consumers age 18+ with investable liquid assets of $100K to $1M - including 400 with assets of $100K-$499K and 400 with $500K-$1M.

GENERATIONAL MARKETING STRATEGIES: GEN Y, GEN X, AND BABY BOOMERS (F) (April 2013)

• Checking, Cards, Credit, and Investments
• Providers and Financial Advice
• Marketing and Delivery Channel Strategies

A national Internet survey of 1,000 consumers comprised of a minimum of 300 in each of the following age ranges: 18 to 36, 37 to 48, and 49 to 67.

EVALUATING THE FINANCIAL NEEDS OF STUDENTS (F) (September 2013)

• Checking, Cards, and Credit
• Financial Advice and Education
• Channel Strategies

EXAMINING THE FINANCIAL NEEDS OF THE UNDERBANKED MARKET (F) (December 2013)

• Checking, Cards, and Credit
• Prepaid Cards and Secured Cards
• Alternative Providers

2012

EVALUATING THE FINANCIAL NEEDS OF THE EMERGING PROFESSIONALS MARKET (June 2012)

• Medical & Legal Professionals, Accountants, Engineers, and Architects
• Overlap of Business and Household Relationships
• Sources of Financial Advice and Information

600 interviews with professionals ages 18 to 49 - 150 doctors and dentists; 150 attorneys; 150 CPAs/accountants; and 150 engineers and architects.