Financial Services

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Radius has partnered with leading Financial Services organizations in Banking, Insurance, and Investments.  We understand the unique nature of customer needs and expectations and the inherent challenges these create for product developers and marketing/communications strategists.  Our deep knowledge of this industry allows us to create and deliver research that is clearly focused on the critical business outcomes that will impact an organization’s bottom line.

Category Experience:

  • Business banking
  • Commercial banking
  • Private banking/wealth Management
  • Retail banking
  • Credit cards
  • Investments
  • Life insurance and annuities
  • Property and casualty Insurance
  • Voluntary employee benefits
  • Commercial finance
  • Commercial real estate

Radius Financial Services Clients include:

  • Bank of America
  • JP Morgan Chase
  • KeyBank
  • M & T Bank
  • MetLife
  • National Penn Bank
  • New York Life
  • NFCU
  • Prudential
  • SunTrust
  • The Hartford
  • Unum
  • USAA
  • Vanguard

Target Audiences:

  • Bank agents
  • Brokers
  • C-Suite executives
  • Financial advisors
  • HR benefits managers
  • Insurance agents
  • Retail consumers
  • Small business owners
  • Treasury managers

Research Issues:

Below is just a sampling of the type of brand, positioning, product development, and communication projects we’ve conducted for our clients:

  • Benefits manager account management audit
  • Branch preferences assessment
  • Brokerage linkage opportunities
  • Decision process assessment
  • Innovation screening program
  • International NPS tracking
  • Market position and perceptions
  • New checking concept evaluation
  • Payroll product line assessment
  • Product/Needs assessment
  • Retirement plan needs assessment
  • Rewards redemption optimization
  • RM behaviors
  • Sales rep performance assessment
  • Voice of Market tracking

Learn more about our experience and the Radius custom approach.

Contact Us