Browsing all articles from November, 2006


The pressure on retail banks to attract deposits in order to fund lending growth became all too apparent this month in the UK.

Despite memories of the financial crisis softening somewhat, in Britain, Halifax Bank – part of the embattled HBOS group – has resorted to literally giving …

In the past six months Westpac bank has spent millions of shareholders’ dollars convincing us that it is: safe (we are factor 50 among other enthusiastic offerings of robust certainty), interested in service (we are bringing back the bank manager) and that above all it is by the

During the past three months CoreData has conducted hundreds of microbusiness mystery shopping events of Australia’s biggest business banks.

This is the second year that we have conducted this survey and the results show no real improvement in service understanding and intention across the country and that in …

What’s in a name? If it is a name in the financial services sector, the right name can make all the difference, or so marketers and brand experts would have us believe.

The last few days have seen two significant name changes in the UK financial services arena.…

The UK financial services industry faces a whole new crisis this year with the very real prospect of political gridlock at the upcoming General Election spawning legislative uncertainty at a time of significant reform in the sector.

Ironically in a week which saw Britain brought to a virtual …

There are a number of reviews underway in the Australian financial services industry, all of which ultimately aim to strengthen the system and improve the outcomes for consumers.

Strangely, at a time when the Government is looking to minimise conflicts of interest within the advice industry, a number …

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Financial Planning Shadow Shopping

A study of financial planner ability to service and engage with real buyers of investment, superannuation and insurance advice.

Greener Pastures

A study of the drivers and barriers for advisers establishing their own AFSL.

Financial Planner Affection

A study of consumer sentiment towards financial advisers and financial planning groups.

Women In Super

A study of the female mindset when it comes to superannuation.

Australian Cash Report Q2 2011

A detailed analysis of the Australian retail deposit industry conducted quarterly. Q2 2011 focused on 'At-call account selection drivers'.

Australian Mortgage Report Q2 2011

A detailed analysis of the Australian mortgage industry conducted quarterly. Q2 2011 focused on Lender Strategy / marketing impacts.