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Since 1981, SYNERGISTICS Research Corporation has been the leading provider of syndicated consumer and small business marketing research intelligence for the financial services industry. We specialize in examining timely issues related to credit cards, debit cards, prepaid cards, checking and transaction accounts, loan and home equity credit products, savings and investments, and insurance, as well as delivery systems including branches, telephone call centers, direct mail, ATMs, and online banking and innovations.

 


Savings and Investment Planning in an Uncertain Economy

  • Balancing Risk and Reward
  • Changing Investor Objectives: Growth, Income, or Capital Preservation
  • Marketing Savings Products in a Low Rate Environment                             


    Key Finding from Previous SYNERGISTICS Research: Nearly one-fifth of Internet households, particularly affluent consumers, reported having a relationship with a direct or Internet-based financial institution.