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Are you ready to increase your net account growth?

Bill Shapard Jr., PRC
January 7, 2025

If you're having trouble keeping or even growing your retail financial customers, it may be because:

·       They’re having difficulty with your online or mobile APP’s user interface.

·       Frustrations with your customer support and/or lack of personalized attention.

·       Feeling blindsided by hidden or unexpected fees.

·       Difficulty finding answers to their financial questions.

·       Worried about account fraud and vulnerabilities.

·       Growing interest in some of your competitors’fintech innovations.

·       Competitors offering better money management tools or ways to grow their wealth.

For over 20 years, we’ve been helping Oklahoma banks and credit unions find the answers they need to grow their retail business, usingin-depth focus group listening sessions with their customers.

We also provide a wealth of other market research resources to help you get to the marketing insights that you need.

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Bill Shapard Jr., PRC
Founder & CEO

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