Compete offers financial services marketers an array of intelligence and targeting services to identify, attract and retain high-value consumers. Our Financial Services team brings deep industry and online marketing expertise from companies such as Capital One, JP Morgan Chase, Sapient and Mercer Management Consulting and speaks frequently at industry conferences including Net.finance and JFAM.
Our experts have been featured on…
Financial Services Featured Products
Online Channel Effectiveness
Increase your online marketing and website performance with continuous competitive benchmarking.
Measure the return on your advertising.
Optimize campaign reach based on advertiser impact.
With Compete’s financial sales dashboards, financial leaders can assess their share of online shoppers and applicants compared to that of key competitors on a monthly basis. Sales dashboards also lend insight into the performance of key stages of the application funnel by illustrating application start and completion rates across a defined set of competitors.
Compete’s financial marketing dashboards illustrate the websites, search terms and key online partnerships that your competitors are using to generate online shopper volume. These dashboards also go one level deeper and reveal which particular marketing sources are most effective not only at driving shopper volume, but also at leading consumers to convert online.
Quarterly research reports reveal why particular competitors might be gaining or losing market share by examining key site changes, new product enhancements, or changes in marketing messaging.
Examines what happens to consumers who choose to abandon an application before completion. Did these consumers ultimately apply at a competitor? Was there a particular step or page within the application that most frequently led to abandonment? Why did the consumer choose to apply at a particular institution?
Analyzes the online cross shopping dynamics within a particular industry. How many institutions does a consumer typically shop at prior to purchase? What institutions often appear in the same consideration set for a consumer? What impact does the order in which consumers visit particular sites affect conversion?
Consumer segment profile
Analyzes the financial services shopping dynamics of a particular consumer segment (e.g. the mass affluent) and provides marketers information on how best to identify and attract this group. Questions answered include: What sites does this particular segment over-index on in terms of visitation? What search terms are commonly used by this segment when shopping for a particular financial services product?
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