Case Study | Financial/Banking

It takes market insight to prosper in a financial environment that is constantly changing due to aggressive mergers and acquisitions. Local banks are uniquely challenged to compete in a mega-bank world. Research is an efficient, cost-effective way to assess these new customer environments to create more competitive “super-community” banks.

Case Study 

The Challenge: As part of an aggressive growth plan, a bank needed to learn about a market where they purchased several existing competitive branches, plus plan expansion in additional locations.

The Method: Blass Research conducted a multi-phase banking study that included mystery shopping, focus groups, one-on-one interviews, and customer satisfaction surveys to determine direction for strategic messaging.

Results: Our client was able to identify significant opportunities for brand enhancement, product refinement and messaging strategy.

Clients Served:

  • First American Bank
  • Berkshire Bank
  • Lee Bank
  • Key Bank
  • UHY Advisors

At Blass Research, our top priority is designing a methodology that is based on a thorough understanding of your needs. We are based in both Charlotte, NC and Old Chatham, NY and serve clients throughout North America.

To learn more about Blass Research, contact Kathy Blass Weiss, Executive Vice President.

North Carolina
12715 Elkhorn Drive
Charlotte, NC 28278
(704) 765-2118

New York
17 Drowne Rd
Old Chatham, NY 12136
(518) 312-7603