SERVICES

Financial Market Research Services

Financial Shop Solutions is a competitive market research company specializing in the financial services industry. We have extensive experience surveying and reporting in major products and services categories.

Retail Banking

Deposits

Lending

Online/mobile

Credit cards

High Net Worth/Ultra High Net Worth Banking

Private banking

Investments

Trusts

Lending

Commercial Banking

Deposits

Cash management

Lending

Merchant services

Letters of credit

Custom Requests – If you don’t see a particular product or service listed, don’t hesitate to contact us. Since we have experience with a wide variety of financial products, we would be happy to work with you on a custom method and report that fits your needs.

Why Partner with Us?

We unlock the mysteries of your competitors

You already know that the financial services sector is competitive and ever-changing. You need an edge – and that’s what we give you. Our expertise across a world of product lines and markets informs our projects with multiple layers of insight and understanding. We listen to your needs, then help you develop a customized solution, including as much information as you require, from pure pricing analysis to client service issues. In short, our team works hand-in-hand with you to bring you the information you need.

Customized Solutions

We do not provide cookie cutter reports. All deliverables and scenarios are designed to address your particular requirements. Every report is researched according to your specifications whenever you request it, and we don’t generate reports from a database of established information that could be based on old or out-of-market data. The analysis we provide is up-to-date and unique to your situation.

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Our Skills & Expertise

Research Teams

Our team is comprised of financial services professionals, people who have worked directly for banks and other financial institutions, as well as research specialists with a wealth of knowledge when it comes to fee gathering, plus an understanding of the functionality of services and analysis. This personnel combination means that our analysis and surveys are accurate and on-point. Our team’s years of hands-on experience in the areas they research — with continued education programs in place to keep them current with developing trends involving products and services in the financial industry — means they won’t get caught flat-footed if and when things change.

Talented Shoppers

Our in-house team needs all the up-to-date information they can get their hands on, which is provided by the shoppers who operate in the field. Our experienced shoppers are specifically trained to service our clients’ individual needs. They understand that each assignment is different, so they work to gather the competitor data that will help provide you with the insight you need.

Philosophy

We are professional and diligent. Our goal is to provide exceptional client services before, during and after delivery of the survey. We recognize the complexity of our clients’ products and services, so we work with them every step of the way — from scenario development to final report delivery and follow-up.

  • No two surveys are alike. That’s why we work with our clients to help develop an extensive scenario, from volumes to asset size, ensuring consistency of the information gathered.
  • Interim status updates are customary and allow our clients to be involved during the process.
  • After delivery of the study, follow-ups are made in order to receive feedback and to provide clarifications, if necessary.

Why Us?

We unlock the mysteries of your competitors. You already know that the financial services sector is competitive and ever-changing. You need an edge – and that’s what we give you. Our expertise across a world of product lines and markets informs our projects with multiple layers of insight and understanding. We listen to your needs, then help you develop a customized solution, including as much information as you require, from pure pricing analysis to client service issues. In short, our team works hand-in-hand with you to bring you the information you need.

What our Clients are Saying

Believe me when I say that you have any/all future business for shops and that this information is a major help. Terrific service and a tremendous attitude. You are terrific! 

– Director of Consulting Services

From my perspective, you have gone above and beyond, and have met expectations 100%. I am most confident that management here appreciates your work as well. I am sure this is the beginning of a fruitful relationship with Financial Shop Solutions.

– Fee Project Coordinator

I really appreciative the level of detail in the information you provide.

– Senior Vice President and Retail Development Manager

You have been a blessing to us as you were able to get the information we need to make us look really smart. Thank you for your industry expertise.

– Managing Partner

It has given us all valuable insight into their current position in the market place and will be very useful as we work with them to develop strategy. Your specialized services were important to the successful launch of this project.

– Revenue Enhancement Solutions Coordinator

Are you ready to find out how we can help you succeed?