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Nationwide Studies & Research

Through ACTON Market Intelligence's nationally syndicated research you can compare what your customers think, feel and do with other banking customers throughout the nation.

Every quarter, AMI surveys a stratified, random and representative sample of 20,000 U.S. Adult Heads of Household. The study sample is stratified according to U.S. Census data, including gender, age, and Census Region.

From this tracking study, AMI generates a number of syndicated reports that are sold to the entire banking and financial industry. Due to its study technology and speed of data collection and reporting, AMI's national syndicated studies accurately reflect the current banking-customer marketplace.

 

National Reports

A3 Report
A3: ACTON Account Attrition Monitor

The A3 Monitor allows you to compare your financial organization's account attrition rates with national and regional norms.

ACTON Market Intelligence also surveys consumers about their next-quarter plans to close checking and savings accounts. All the trends and projections are shown on a national basis and by Census Region so you can compare the numbers to your own organization's attrition rates.

The A3 Monitor is delivered online and includes interactive worksheets that allow you to easily compare your financial institution with national and regional norms.

Participating financial institutions receive the A3 Monitor within one week after data is collected — making the information and intelligence extremely timely and useful.

 
BBP Report
BBP: ACTON Best Banking Practices Report

Use the ACTON BBP Report to monitor the reasons consumers close their accounts and see how your financial institution can counteract those losses.

The quarterly BBP Report allows banks and credit unions to proactively change or alter their marketing and operations — so the impact of account attrition is lessened. All facets of a financial organization's operations and account attrition results are analyzed in-depth.

Participating financial institutions receive their ACTON BBP Report within one week after data is collected. Each quarterly report includes tabular, graphic and narrative analysis, plus an action-based Executive Summary.

Custom Research

 
 
CVS Studies CVS Studies CVS Studies CVS Studies
CVS: Customer Vital Signs Tracking Studies

From your customer base, ACTON Market Intelligence develops a proprietary Research Panel. Customers receive a Profile Survey and are asked to "opt-in" and become members of your private panel. AMI can augment your panel with links on your website that asks for participants to complete the survey.

Once your Research Panel is established, we recommend you conduct a minimum of two Customer Vital Signs Tracking Studies each year.

CVS studies are wide-ranging and address the following issues:

Media Reach and Performance
Determine and track your media advertising reach and overall performance.

Marketing Strategy Performance
Determine and track the reach of your overall marketing strategy.

Image and Brand Equity
Examine how your image and brand equity compare to that of your competitors.

Customer Satisfaction
Learn how satisfied your customers are with your people and your facilities.

Product Awareness
Measure customer awareness and satisfaction with your banking products and services.

As Necessary
Pretest and evaluate new banking products and services you want to introduce.

Gather customer input on one-time issues or current hot market and industry topics.

For each CVS Study, AMI creates a custom report that includes a tabular account (cross-tabulations, data deck) and a narrative statement that includes written, graphic and tabular analysis of the study's data, including an action-oriented Executive Study.