Market Opportunity and Competitor Analysis

33% of Customers Are Ready to Switch Banks

Discover when customers are most likely to change their primary bank and what your market really wants. Based on exclusive banking research and competitor analysis.

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Stop Guessing. Start Targeting.

Banks spend millions on marketing that misses the mark. Our research shows that 33% of consumers are vulnerable to switching their primary bank at any given time, but most institutions don’t know when those decisions are being made.

Timing is Everything: Why the Moment Beats the Offer.

Your competitors may be focused on rates and promotions, but our research proves that engaging with consumers during a major life event is a far more effective strategy for driving growth.

While word-of-mouth is the most influential channel, the real opportunity is connecting with consumers at the precise moment they're most open to listening.

Get the Full Report (PDF)
  • Inside the Report You’ll Find:

  • The life events that create the biggest opportunities to win new customers

  • Which generations are most likely to switch banks — and when

  • The marketing channels that influence decisions most (hint: it’s not just digital)

  • How to align your budget and timing for maximum impact

  • Success Stories in Life Event Marketing

Vice President of Marketing
NJ Community Bank

Baning acquisition strategies & market share analysis

A blueprint for outsmarting competitors.

Armed with footprint-specific insights, Freedom First Credit Union transformed local consumer and business pain points into bold billboard messaging. By spotlighting frustrations with key competitors, they grew their brand awareness and embedded themselves as an attractive banking option in the region.

Discover the data-driven strategies that fuel growth. Download the full article to learn how to outsmart your competitors.

Download the Full Article (PDF)

220,000 annual interviews with consumers and businesses nationwide, delivering unmatched insight into banking behaviors.

The Rivel Difference: Actionable Insights for Growth

You don't need another generic report. You need a research partner who provides the insights you need to make confident, data-driven decisions that drive growth.

Talk to Our Banking Research Team

  • Insights are already available on demand:

    Our data covers over 5,000 financial institutions, with updates available every 6 months. This gives you the answers you need without the wait.

  • Executive presentation of results:

    We don't just hand you data. We put the story together in a clear, actionable narrative for your leadership team.

  • A true extension of your team:

    Our built-in concierge research service means we're a partner, not another vendor.

And more expertise you can tap into:

  • Acquisition Strategies & Market Share Analysis

    Identify the consumer segments and markets best matched to your products and services, and understand which competitors are winning with your target audience through a detailed bank footprint competitor analysis.

  • Product & Feature Demand

    Understand what products and features are on the “need to have” list for your target audience, and optimize your product mix to grow deposits and loan portfolios.

  • Audience & Channel Segmentation

    Get insights on prospective customer attitudes, habits, & usage to better segment your audience and tailor your messaging for maximum impact.

  • Identifying Pain Points

    Understand prospective customer pain points in the banking journey to identify areas where your bank can provide a better solution.

  • Customer Experience & Retention Studies

    We help you understand the voice of the customer and discover what will build loyalty and maximize revenue potential for key customer segments. We also help track key metrics like NPS.

  • Brand & Awareness Studies

    Measure your brand’s strength against that of your peers to uncover areas of opportunity and align your brand’s promise with how it’s actually perceived in the market.

  • Branch & Digital Channel Optimization

    Analyze the efficiency of current branches and other channels, providing guidance on how to optimize your physical and digital footprints to better serve your market through environmental scans.

The questions every financial institution needs to answer

Standing Out

How can our financial institution differentiate itself and stand out in a crowded marketplace?

Competitive Experience

How does our experience measure up against local and national peers?

Growth Potential

Where are the biggest opportunities to deepen relationships with existing customers?

Turn Insights Into Action. Unlock Growth Opportunities.

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