Kehrer Saltzman Report Series

Strategic Business Insights' Consumer Financial Decisions (CFD) group, in collaboration with Kehrer Saltzman & Associates, is pleased to announce the availability of a series of executive reports that focus on the financial-services industry. This series takes advantage of the expertise and experience of Ken and Chris Kehrer, who—since 1983—have studied the unique advantages and challenges of banks as financial-services providers. Building on CFD's breadth of understanding of (and data about) consumers' financial needs, Kehrer Saltzman & Associates leverages the MacroMonitor to produce these premier, in-depth executive analyses.

Report 1

The Value of an Investment & Insurance Customer to the Bank

For many years, bank investment and insurance-services businesses have been challenged to demonstrate their relevance to the overall banking enterprise. The profit contribution of investment services typically accounts for just a few percentage points of the bank's overall bottom line. Because the net income contribution may be marginal, the investment and insurance services are often marginalized, with the result that banks underinvest in this business, constraining its growth. But by underinvesting in their investment and insurance-services businesses, banks are missing the opportunity to increase the stickiness of highly desirable customers. Read more

Check back soon for information about additional reports in this series.