The solutions, reports and analyses we offer are tailored to the individual needs and requirements of our clients. Below we present flagship services and studies addressed to employees of banks, insurance companies, brokerage houses and other entities operating on the financial market.
INTERNET BENCHMARK SERVICE
INFOBANK is an online benchmark service that allows you to view and compare competitors' offers on an ongoing basis. It is addressed to advisors who can thanks to it better argue the benefits of a given offer and product managers who gain professional support in the process of creating products.
As part of the website, users receive a preview of the conditions of the products offered by the competition and access to source documents (tariffs, regulations, general insurance conditions), as well as press information.
SERWIS PBC
SERWIS PBC is an internet app giving access to analytic benchmark reports, studies on marketing communication and to market research. It simplifies pricing for private or affluent clients and small entrepreneurs and enables being up to date with the most important news concerning the financial sector, getting an outlook on other companies’ sales, prices and product policy.
The platform gives access to demo versions of all prepared reports as well, which enables users to preliminarily get acquainted with the issue presented in a chosen material.
BENCHMARK ANALYSIS
BENCHMARK analytical reports are unique, objective and comprehensive analyses of the retail offer of banks and macroeconomic trends in the sector.
They facilitate the optimization of price parameters of basic retail products for individual and affluent clients as well as small entrepreneurs in the area of deposit, personal accounts, loans and credit cards.
MARKETING COMMUNICATION REPORTS
ALERT marketing communication reports are cyclical notifications of changes, new products and promotions in the banks' offer.
They present comprehensive marketing communications including, among others, television, radio, press, Internet, websites, branch leaflets as well as social media and mailings.
MARKET RESEARCH
EXACT reports are prepared based on market research (mystery shopper, FGI, CATI, CAWI, etc.) aimed at identifying credit, sales, product and price policies.
Previous projects included the following issues: price optimization, examination of the credit process, document requirements, assessment of creditworthiness of borrowers' groups and their risk, activation and retention processes.
Our goal is to help build lasting competitive advantage by providing knowledge, information and data about the market and competitors' offers. Thanks to our benchmark reports and specialist comparative analyzes, we give an overview of the sales, pricing and product policies of other companies.
Many years of experience, practice, focus on customer needs, insight, knowledge of the financial sector allowed us to gain the trust of many institutions. With us they have complete and current knowledge of the market and competitors and successfully optimize costs while strengthening their market position.