The insights you need to secure your place in today’s
rapidly evolving financial services industry

The financial services industry is one of the most swiftly evolving of our time, as it reacts to unprecedented changes in our economic, political, social, and culture environments. To succeed in this challenging marketplace – amidst major mergers, new legislation, and changing accounting considerations – you need to facilitate customer relationships and provide added value and service.

This makes the insights you gain from effective market research more important than ever before, so you can differentiate your offerings to create value for potential customers and secure your place in this dynamic marketplace.

Your HSR partnership: Making sound strategic decisions that create stronger customer relationships and greater opportunity for ROI
At Hase/Schannen Research Associates (HSR), we know that market research can only effectively support your business when the complex and ever-changing factors of today’s financial services industry – as well as their interrelationships and their impacts – are fully understood.

That’s why we offer customized primary research services that employ the right mix of qualitative and quantitative methodologies to help you understand your products and services, your customers, and your competitors – and anticipate the constantly evolving needs and issues of your marketplace. This translates into enhanced value and service, a stronger customer relationship and greater growth opportunities.

At HSR, we blend three key elements to ensure accurate, insightful, and applicable research results:

• Extensive experience in, and deep knowledge of, market research—and its application to the decision-making process
• A team of professionals focused on your success
• An unparalleled level of service and support

Get answers to your critical marketing issues
Our proven record of success in this sector demonstrates our deep knowledge of market research and thorough understanding of the financial industry’s changing landscape.

Our Financial Services Clients

• Major banks
• Investment firms
• Credit card companies
• Insurance and mortgage providers

HSR offers market research support for a range of products and services, including:

• Asset management
• Brokerage accounts
• Broker/agent performance
• Cash management
• Credit, debit cards
• Insurance
• Leasing
• Loans
• Mortgages
• Mutual funds
• Online banking
• Online brokerage
• Private banking
• Relationship accounts
• Retail banking
• Small business banking
• Tax shelters
• Trust and custody