Home

 

 

 

The New Battle for Personal Finance Customers:
Online vs. Offline Acquisition

 

When:
March 20, 2003 at 2:30 Eastern Time for about 1 hour  Register

Speaker:

Tom Miller
Senior Consultant
The Dieringer Research Group

Session Description: 

                     
This presentation will help managers better understand how to allocate their customer acquisition marketing dollars. The research is based on the American Interactive Consumer Survey, a trended telephone survey fielded since 1995. Findings from historical data, plus interviews with 4,000 U.S. adults conducted in 2002, provide insights into recent financial service customer acquisition trends, particularly focusing on how consumers are now integrating online and offline behaviors. Some 60 million Americans sought personal finance product/service information online last year. Of this total, 63%, or 36.8 million, followed up by applying offline for loans, credit cards, insurance or investment products offline, compared to only 21.8 million who applied for similar products directly online. Between a fifth and a third of these applicants (depending on the product category) changed their brand opinions due to online information. In addition to detailed analysis of these trends, you will learn the demographics of these new "multi-channel" consumers, key online and offline behavior characteristics, as well as relevant life stage and workstyle characteristics.

This program is appropriate for senior financial executives with responsibility for Retail Banking, Card Marketing, Product Development, Marketing, Market Research and Strategy Teams.

Attendance Fee:


$275 per institution plus $50 per telephone line used


About Tom Miller


Thomas E. Miller, senior consultant, The Dieringer Research Group, is responsible for developing the American Interactive Consumer Survey, (which Tom first created at Find SVP as the American Internet User Survey) tracking  Consumer usage of the Internet continuously since 1995.  Previously, he was senior vice president of Cyber Dialogue, Inc where he developed the Consumer Value Metrics Model, an innovative database model for predicting value creation in the online consumer marketspace.

Tom He is an acknowledged expert on technology evolution and adoption, having tracked emerging technologies and related consumer behaviors since 1985. He has directed numerous studies of the online financial services market and has presented on interactive financial service trends at many industry conferences.

About The Dieringer Research Group


The Dieringer Research Group is a marketing information company that provides analysis and consulting to its clients.  The company has surveyed thousands of U.S. 

consumers in-depth about Internet Behaviors since 1995.  More detailed survey findings are available to sponsors of the 2003 American Interactive Consumer Survey, which is currently being fielded.  www.thedrg.com

© Copyright 2005 Onsite Conference. All Rights Reserved.

Search Search