Financial Services

The financial services marketplace is in a state of rapid change and intense competition, confronting you with tough questions: How do we grow our relationship with our most valuable customers? How do we keep our most valuable customers when competitors are luring them away with irrational rates? How do we get customers to move to digital channels, and once they sign up, how do we ensure they have the best experience across channels?

At Rockbridge, we work with all types of institutions, including banks, credit unions, credit card providers, and others. We have qualitative and quantitative research solutions that are specially designed to help your institution retain customers, grow and reward your most valuable relationships, and ensure a satisfactory experience across all channels.

Rockbridge’s custom marketing research offerings for financial services providers include:

  • Customer satisfaction and loyalty research using MaxShare™ and MaxServ™
  • Product optimization for standalone and relationship products
  • Customer segmentation to identify and target your most valuable customers
  • Brand positioning research to understand your institution’s position in the marketplace and drivers of choice of financial institutions using MaxMindShare™
  • Communications research to uncover the underlying emotions and values that drive choice of financial institutions using MaxMessage™
  • Customer dialogue through our qualitative social media research application, OpinionPond™

Learn more about our unique solutions for credit unions.

We know financial services. Our clients include the nation’s top banks, credit unions, card providers, mortgage lenders, investment companies and educational lenders. Examples include: Wells Fargo Bank, Capital One, Navy Federal Credit Union, Sallie Mae, NASDAQ, FDIC, and the Board of Governors of the Federal Reserve System. Our staff has decades of experience working with the best financial providers and will make sure your research study provides great value by leading to sound business decisions.

I needed to conduct a complex research study and wasn’t sure of the best way to approach it. I reached out to Rockbridge, and they coached me through it. I told them what I wanted to accomplish and they guided me on how to get there. They’re personable and were happy to translate technical information for me to understand because I didn’t have the technical background. They designed the report so that I was able to easily split it up and share it with my individual clients. This was important because we could use the segregated data to help inform our marketing strategies. Our advertising firm is using the research to come up with new campaigns and to adjust our goals too. The study provided tremendous value to our business.
– Suzanne F, Marketing Director, Ascensus College Savings
I have had the pleasure of working with Rockbridge Associates on a variety of research projects over the past seven years.  Their expertise spans many areas and their input and advice during the development phase of a project are well-appreciated.  They are consistently excellent and provide great value without great expense.  Results and reports are always delivered on-time and within budget.  As well, their associates are professional and pleasant.  We consider Rockbridge to be an invaluable partner in our business.
– Julie, Fortune 500 financial services company