Nowhere are Yankelovich’s unparalleled insights into consumer values and lifestyles more important than in financial services, where the confluence of trust and risk shapes every decision that consumers make.

Yankelovich’s financial services expertise has helped a myriad of financial services organizations increase their overall profitability and decrease their marketing expenses. How? We help them target their products, services and marketing messages to consumers who have specific values, needs and financial ambitions.

Our financial services consultancy features a blend of powerful tools you won’t find anywhere else:

• 35+ years of consumer data from MONITOR^®, the country’s longest-running, most in-depth study of consumer value and lifestyle trends
• Insights into attitudes and buying motivations that customers have about financial services, which help us translate data into actionable marketing strategies
• Marketing guidance and intelligence from our team of senior marketing analysts and scientists

• Yankelovich Industry Report—Financial Services Study: Conducted in 2005, this study is the result of an in-depth, eight-month research project in which we surveyed nearly 10,000 people. (For more information on the Financial Services Study, please contact our sales department.)