2007

MARKETING STRATEGIES FOR THE MASS AFFLUENT (July 2007)

• Expanding Banking and Credit Relationships
• Channel and Delivery Issues
• Investments, Wealth Management, and Advice

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

FINANCIAL INSIGHTS:  WOMEN SMALL BUSINESS OWNERS (February 2007)

• Financial Needs Profile; Marketing Strategies
• Building Financial Relationships; Relationship Managers
• Integrating Business and Personal Relationships

A national Internet survey of 500 small business onwers/executives -- 250 in the following sales categories -- $100K-$999.9K; $1M-$5M.  Interviews will consist of 400 female and 100 male business owners.  Industry categories include manufacturing, wholesale, retail, and services.

MOBILE BANKING: THE CONSUMER VIEWPOINT (February 2007)

• Wireless Applications - PC, Phone & PDA
• Banking, Bill Payment, and E-Commerce
• Benefits and Barriers

A national Internet survey of 1,000 consumers age 18 or older.