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Financial Services news & events

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Recent Events

May 11, 2010 Net.Finance 2010
Improve Your Online And Mobile Channel Performance To Deliver A Differentiated Customer Experience Compete friends - receive a 25% discount. Register with code 10547.004XZ313, visit www.netfinanceus.com or call 1.646.200.7530 •Gain new insights and best practices on how you can improve the customer experience in your online and mobile channels •Learn how you can better optimize the use of your marketing and eCommerce tools to understand, analyze, and respond to your customers’ needs and behavior •Stay up-to-date with the developments in mobile banking and mobile money payments to address your customers’ need for mobility and accessibility •Hear about innovative strategies in customer acquisition and loyalty as we gear up for recovery and growth •Improve customer engagement and empowerment by developing better strategies in utilizing web 2.0, social media, and personal financial management
Jan 20, 2010 Google and Compete present: Shopping for Deposits Webinar
Jun 18, 2009 Compete and Google present: The Role of Search in the Auto Insurance Shopping Experience
Detailed Information: As consumers turn in increasing numbers to the web in search of a variety of financial services products, it is more important than ever for marketers to understand how consumers are researching these products in order to maximize online marketing ROI. Join Google and Compete as we present findings of a recent study that analyzed consumers’ auto insurance related shopping and purchase behavior, with an emphasis on the role of search.
Apr 20, 2009 Net.Finance 2009
April 20-23, 2009
Net.Finance brings together leading financial marketing executives to discuss the implementation of key strategies in acquisition, loyalty, engagement and experience to ensure success and a distinct competitive advantage.
Compete is proud to sponsor the event, and would like to offer all friends of Compete 25% off to attend. Just register with code 10547.003XZ313 by going online at www.netfinancus.com or by calling 1.888.482.6012.
Feb 06, 2009 Compete and Google Present: The Online Market for Consumer Credit Cards
With financial and credit markets in turmoil and consumers feeling pinched, it is more important than ever to understand how consumers are thinking about credit cards and managing their debt. Google and Compete, Inc. partnered on a study to analyze consumers’ credit-card related shopping and application behavior, with an emphasis on the role of search. The study incorporates fresh data – as recent as December 2008 – that demonstrates how consumer behavior is changing in response to economic conditions.
Dec 11, 2008 Compete Inc. and Google present:Shopping for Investment Services
Presenters: Aaron Katz, Director, Financial Services, Compete, Inc. Jack Krawczyk, Industry Marketing Manager, Financial Services, Google, Inc. With the financial meltdown, it is more important than ever to understand how investors compare investment firms and shop for accounts. Incorporating data on investors who shopped online for an investment account as recently as the end of October, Google and Compete, Inc. partnered on a study to analyze the research behavior of investors, with an emphasis on the role of search in the research and account application process. Join us as we present an overview of the investment services research process. During this webinar you will learn:
To what extent is the economy driving interest in this category?
How are economic conditions changing the way investors research and shop for investment accounts?
What online and offline resources do consumers use in their research and shopping process?
What is the role of search in the research process?
This webinar will run approximately 45 minutes, followed by a 15-minute question and answer session. We look forward to having you join us.
Nov 18, 2008 Replay - Compete & TNS Financial Services Event: What Does the Affluent Investor Want?
TNS Custom and TNS Compete are partnering to host a unique financial services webinar that analyzes the attitudes, behaviors, and preferences of the Affluent Investor. Join TNS’ Ellen Sills-Levy and Joe Hagan as they discuss findings from the TNS Affluent Market Research Program, which provides an in-depth analysis of the factors that shape their decisions about financial products, providers, and advisers. They will be joined by Aaron Katz from Compete who will draw on insights from Compete’s proprietary panel of online consumers to reveal insights pertaining to Affluent behavior on the web.

During the presentation we will be sharing top line results from a new TNS survey. We surveyed 2,500 affluent individuals to understand how they are thinking about the current financial turmoil, and to gauge their confidence and attitudes about the economy and their personal financial situation.

The deep-dive will provide a 360 degree view of the Affluent consumer. During this event you will learn:

What exactly are Affluent investors thinking about?
Where are the Affluent shopping for financial products online and offline?
How are the Affluent selecting financial products and investment providers?
What are the new challenges for investment providers and what new opportunities are emerging?
How do I engage the Mass Affluent consumer specifically?

This webinar will run approximately 45 minutes, followed by a 15-minute question and answer session. We look forward to having you join us.
Oct 27, 2008 Compete & TNS Financial Services Event: What Does the Affluent Investor Want?

This event is taking place at the Soho Grande Hotel 310 West Broadway, New York, NY 10013 on Monday, October 27th, 6:00-8:30pm

The Affluent Market today is smaller than it was one year ago, and investor confidence is down. A confluence of forces is testing the relationships that investors have with their asset managers and with their investment advisors, and may permanently alter the composition of portfolios. This climate presents new challenges for investment providers, while new opportunities are emerging.

TNS Custom and TNS Compete are partnering to host a unique financial services event that analyzes the attitudes, behaviors, and preferences of the Affluent Investor. Join TNS’ Ellen Sills-Levy and Joe Hagan as they discuss findings from the recent TNS Affluent Market Research Program, which provides an in-depth analysis of the factors that shape their decisions about financial products, providers, and advisers. They will be joined by Aaron Katz from Compete who will draw on insights from Compete’s proprietary panel of online consumers to reveal insights pertaining to Affluent behavior on the web.


Sep 24, 2008 Replay - What are near retirees doing online?
Aaron Katz, Director, Financial Services

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