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Consulting Insights

Consulting Insights is a quarterly publication that analyzes the competitive landscape of the retail financial services industry. In each edition, we will publish research from our Consulting Services division on a broad range of subjects. This publication is available as a complimentary service for clients and industry professionals. To sign up for a subscription, please add your email address to the field on the lower right and select your preference in the subsequent form.

Consulting Insights - Spring 2009 PDF Print E-mail

Welcome to the Spring edition of Corporate Insight’s Consulting Insights, a quarterly publication that analyzes the competitive landscape of the retail financial services industry.

Our cover story focuses on account aggregation, a service revitalized by several third-party websites like Mint and Cake Financial. The remainder of this issue focuses on marketing trends and tactics in our industry, including promos at the ATM, stimulus-related marketing and the brokerage industry’s
efforts to combat investor malaise.

In addition to these articles, we also provide you with an overview of our new syndicated study, Consumer Financial Education Today : Best Practices, which will be released this July. Please feel free to circulate Consulting Insights to your colleagues, who can register at www.corporateinsight.com/insights for future quarterly editions.

We hope you find this publication useful and encourage you to contact us to discuss how we can help you improve your business performance through competitor insights.

Inside this issue:

  • Aggregation 2.0: Third-Party Websites Revive the Concept
  • ATM- A Tool for Marketign
  • Stimulus 2009- A Promotional Opportunity
  • Recession Marketing Emphasizes Consumer Control, Change of Direction
  • Introducing Consumer Financial Education Today: Best Practices
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