Financial Services

Is your Financial Services brand customer-centric?

Is your organization effectively delivering on its efforts to be customer-centric in an intentional and sustainable manner? Are you consistently meeting your most important operational standards?

The financial services industry, including retail banking and insurance, is experiencing profound changes due to a shifting regulatory environment, consolidation, competition and an ever-demanding consumer market.

Second To None helps retail banking brands and insurers measure, understand and improve financial services operational standards, insurance sales compliance and retail banking customer satisfaction. Our banking and insurance research solutions have been tailored to the needs of regional and national retail banks, consumer credit card brands, consumer insurers (home, auto, life) and supplemental healthcare insurance brands and their selling agents. Much of our work in this space focuses on compliance to company-defined and regulatory product presentation and sales standards.

We offer a powerful toolset for gathering, analyzing and acting upon operational performance and consumer feedback:

Retail Banking, Mystery Shopping, Insurance Sales Compliance Audits and Consumer Feedback Surveys. In order to create brand advocacy and drive sales, our solutions are based in two correlated lenses – the brand lens (how you’re performing to your operational standards) and the customer lens (how your customers perceive you and rate satisfaction).

Moving you from data-driven to data-informed:

The design and execution of customer banking and insurance experience measurement solutions are mere table stakes. Working as a trusted, thoughtful and candid advisor, we deliver significant value and insights through our fact-based consulting, analytics and reporting, all of which are included as part of our all-inclusive program management services.

Our robust analytics and reporting services deliver clear, fact-based marketing and merchandising compliance insights to the right people at the right time, enabling you to focus with pinpoint accuracy on the most important action planning and priorities, at every level of your organization.

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