Industry regulations and competitive forces continue to challenge financial institutions to remain profitable and competitive. New products, product enhancements, new channels and a focus on processes, relationships, and service will continue to be areas of focus for the industry.
Schmidt has become the preferred provider of research to many of the top financial service organizations due to its ability to provide sound guidance. Our clients value the skillsets we bring to the table, including a broad range of expertise, access to senior staff who worked in the industry, and a professional staff of interviewers who are trained to engage C-level and high value respondents.
Schmidt’s experience covers all three business segments served by most financial institutions:
- Retail Banking – focusing on the needs of the mass market and micro-businesses
- Business and Corporate Banking – from small businesses to large corporations, as well as specialized industry verticals (e.g., government, health care, real estate, insurance, etc.)
- Wealth and Retirement – covering all consumer and institutional segments (e.g., mass affluent, high net worth, family office, and institutional)
Schmidt has developed a deeper understanding of specific products and services that have been targeted by the industry as potential areas for revenue enhancement:
- Treasury Management
- Payment and Card Services
- Capital Markets
- Global Trade Services
- Correspondent Banking