Consult with our Marketing
Research Professionals and Focus Group Moderators
Call 727-772-0100, or email
us to discuss your business.
The J.L. Roth & Associates, Inc. team
has helped banking
and financial service companies and organizations:
•
Identify consumer and business customers'
and potential customers' needs, concerns and motivations,
so as to help develop and refine new products, programs
and services.
•
Identify customer experience issues
and the actions needed to increase customers'
likelihood to:
Increase
their relationship with the bank. Recommend
their bank or credit card provider to others. Participate
in new programs. Use
the bank for their home mortgage.
•
Have their cross functional
teams identify what parts of their organization and
what processes can be modified to improve customer satisfaction.
•
Identify ways to better
communicate with customers about:
New
products and services. Credit
card security issues. Fraud
experiences. Collections. Personal
banking. Earned
Income Tax Credit qualifications and application. Reverse Morgages.
•
Address employee training and satisfaction
issues.