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Online Financial Habits
Millennials
Concept Report
Ina Mitskaviets -
August 28, 2008
Millennials online, or "Generation Y," are a cohort of online users ages 18 to 24. Financial institutions should look at this group closely, as they are making their first financial decisions, such as choosing their primary bank, opening their first checking and savings accounts, and applying for credit cards.
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US Electronic Bill Viewing and Payment Forecast, 2008 to 2013
Concept Report
Edward Kountz -
July 22, 2008
Many online US households are now online bill viewing and payment (VAP) households. A maturing market therefore requires banks to move beyond enrollment and invest in new tactics to drive use frequency and depth of relationship.
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Online Financial Research
Targeting and Influencing Young Affluents
Concept Report
Edward Kountz -
July 17, 2008
In a maturing market for basic financial products, campaigns incorporating generational differences in consumers' financial research habits can assist banks in reaching the right groups of target prospects more effectively.
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Online Banking Video
Engaging Customers Through Targeting, Topics, and Presentation
Concept Report
Edward Kountz -
May 20, 2008
Online Web site videos are becoming an important tool for many industries—even financial services. Effectively deploying online video requires an understanding of both primary user groups and types of video these users are most willing to watch.
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US Online Banking Forecast, 2007 to 2012
Concept Report
Vikram Sehgal -
May 2, 2008
As online banking adoption reaches maturity, banks have opportunities within certain demographic groups to increase the adoption levels.
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Financial Services Online
Marketing to Baby Boomers
Concept Report
Asaf Buchner -
December 14, 2007
Financial services institutions are seeking to understand baby boomers' online behavior.
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E-Trade Stores Customers' Input from Calculators to Create Seamless Connection Between Online Research and Off-line Advice and Application
Case Study
Asaf Buchner -
October 30, 2007
Founded as an online brokerage, E-Trade has evolved into a diversified online financial services firm offering investing, trading, banking, as well as lending products and services.
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Marketing IRAs
Leveraging the Internet to Influence Consumers' Choices
Vision Report
Asaf Buchner -
October 30, 2007
Financial institutions are seeking to optimize use and influence of the online channel in the individual retirement account (IRA) research process.
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Nationwide Creates Interactive and Educational Retirement Video to Raise Awareness of IRA Offerings
Case Study
Asaf Buchner -
October 30, 2007
Participants include financial services firm Nationwide, interactive advertising agency Brulant, and the Center for Retirement Research at Boston College.
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Banking on Green Consumers
Identifying Ways For Financial Institutions to Leverage a Growing Trend
Concept Report
Asaf Buchner -
August 22, 2007
As consumers profess stronger environmental concerns, financial institutions are seeking to understand the impact of the phenomenon on their industry.
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Online Insurance
Exploring Opportunities in Home and Life Insurance
Concept Report
Asaf Buchner -
June 28, 2007
Insurance carriers are focusing their online efforts on auto insurance, missing opportunities to promote home and life insurance products.
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Blogs and Banks
Prioritizing Blog-Based Marketing Initiatives to Gain Maximum Effect
Concept Report
Asaf Buchner -
June 12, 2007
As blogs continue to gain popularity, banks are seeking to understand the impact of this phenomenon on their business strategy.
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