Banking and Financial Services

Consult with our Marketing
Research Professionals and Focus Group Moderators

Call 727-772-0100, or email
us
email to discuss your business.

Recomendations

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:

arrowIncrease their relationship with the bank.
arrowRecommend their bank or credit card provider to others.
arrowParticipate in new programs.
arrowUse 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:

arrowNew products and services.
arrowCredit card security issues.
arrowFraud experiences.
arrowCollections.
arrowPersonal banking.
arrowEarned Income Tax Credit qualifications and application.
arrowReverse Morgages.


• 
Address employee training and satisfaction issues.