Rivel Banking Research Unlock Local Insights to Drive Actionable Strategies

Stand out against competitors, identify new market opportunities and gain invaluable local insights with exclusive access to over 250,000 consumer and business interviews annually.

Rivel Banking Research Sample Prospect Report

Work with Rivel Banking Research for proven insights, trusted by The Financial Brand.

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The Prospect Report

Prospect Reports are customized to the geographic trade area for each Retail or Commercial client to show:

  • What percentage of prospects (non-customers) are aware of your financial institution.
  • How many would consider using your financial institution in the future.
  • The effectiveness of your marketing in driving a brand image of Strong Reputation, Community Contribution, Technology, Customer Service, etc.

Perception and opportunity research is updated twice per year to allow financial institutions to track trending data over time.

Knowing the value of the brand and what drives potential customers to your bank is an important element when driving growth

The Customer Report

Customer (or Member) Reports are individualized specifically for each Retail or Commercial client to show:

  • How each financial institution in your trade area is rated by its own customers on customer service, technology and policy metrics.
  • How your financial institution's scores compare to your local competitors.

The data reveals:

  • What percentage of your current customer base is loyal.
  • What percentage is vulnerable to leaving and why.

Customer experience benchmarks are refreshed twice a year to provide financial institutions with updated retention metrics.

Knowing your customers’ perception of your bank compared to others is an invaluable tool

Your Custom Strategic Solution

Rivel delivers tailored solutions to address your institution's unique challenges. Our team of expert analysts conducts custom studies aligned with your goals and timelines. To provide actionable insights, we offer in-depth research additions such as:

  • Digital and in-person focus groups.
  • Environmental competitor scans.
  • Employee alignment and engagement assessments.

Whether you aim to enhance customer experiences, expand into new markets, or identify opportunities beyond consumers, Rivel partners with you to understand and address your institution's critical needs.

tailored-banking-report-rivel
Rivel Banking Research
  • Banks use these customer reports to:

    Monitor customers’ experience every 6 months

    Ensure loyalty and reduce attrition

    Increase cross-sales

    Obtain objective competitor insight

    Deep dive on strategic initiatives

  • Banks use these prospect reports to:

    Track brand awareness to increase market share

    Stand out from local competitors

    Draw in target customers

    Create effective messaging

    Maximize marketing investment

Banks use these customer reports to:

  • Monitor customers’ experience every 6 months
  • Ensure loyalty and reduce attrition
  • Increase cross-sales
  • Obtain objective competitor insight
  • Deep dive on strategic initiatives
Rivel Banking Research

Banks use these prospect reports to:

  • Track brand awareness to increase market share
  • Stand out from local competitors
  • Draw in target customers
  • Create effective messaging
  • Maximize marketing investment

This is reassuring as well as eye-opening.

The benchmark confirms that we are as strong at servicing as we thought, but also shows how much work we have to do in improving our digital tools.

CEO
Large Community Bank

The results are objective, and you have norms.

Originally, we did not have room in our budget for this, but we figured out that the consortium model will cost us a fraction of what it would cost to do it ourselves. Plus, the results are objective, and you have norms.

EVP of Retail and Digital
Mid-size Community Bank

This is absolutely brilliant, very well designed.

Community Bank CMO
Using the results to improve marketing ROI

We are enamored with your product. It gives us just what we need to grow.

CEO
A major New York credit union

We are going through a complete core conversion

At first we were going to pass on the research because it was not in our budget and we were going to have to wait until next year. But since we are going through a complete core conversion next year, we really needed to start a baseline of our customers before the changes start impacting them. The cost was really not much.

Customer Experience Leader
Community Bank

Your benchmarking survey results have helped drive a lot of our marketing messages, both internally and externally, and will continue to do so.

VP Marketing
at Community Bank

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