The Morpace Financial Services practice is a leading provider of innovative research and consulting solutions for a wide range of financial services companies, including top firms in the following categories:
- Retail and Commercial Banks
- Credit Card Issuers
- Mortgage Providers
- Insurance Companies
- Captive Finance Companies
- Investment Companies
We understand the business decisions our financial services clients face. All of our efforts are targeted at positively impacting our clients’ business through insightful and actionable research and consulting. We differentiate ourselves through senior level involvement, and extensive industry knowledge – which ensures that the right questions are asked, and that superior insight is delivered.
We support decision-making challenges in three core areas – defining the marketplace; ensuring clients have the optimal products; and helping them provide a level of customer experience that builds loyalty and advocacy.
Defining the Market: Do you understand how your brand and overall company are viewed in the marketplace?
- Brand image and positioning relative to the competition
- Comprehensive market audits
- Marketing/advertising effectiveness assessments
- Customer and prospect segmentation
Product and Pricing Strategy: Do you have the right products / services in your portfolio and are they optimally priced?
- Product concept generation and testing
- Optimal product feature configuration
- Optimal product pricing
- Product positioning and ”packaging”
Customer Experience Strategy: Do you understand your customers and how to keep them loyal?
- Product shopping process
- Satisfaction, loyalty and advocacy assessments – both point-in-time transaction based, and overall relationship
- Attrition and retention assessments
Regardless of the topic being researched, we work with you to understand your business issues and challenges, and then craft custom research solutions to provide the expert insight necessary to help create marketplace differentiation.
Contact Morpace for help across the full spectrum of financial service institution needs; marketplace definition, development of competitive products, and in-depth understanding of your institution's relationship with its customers..







