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Strategic Planning
Technology Planning
Financial Analysis

Market Research

Reflection Point, Inc.

Strategic Consulting & eBusiness Services

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Web Planning Solution

Reflection Point provides web usability analyses for credit unions and banks wishing to optimize the performance of their web sites.

Our usability analysis provides you with insight from your customer/members’ perspective. We provide information to determine your potential market opportunity, what attracts customers or members to your site, and what keeps them coming back. We will help you determine how you are performing relative to your competitors.

Our Web Audit/Planning Service encompasses these two areas:

The analysis is based on a combination of member research and customer experience analysis.

Market Analysis:

Understanding the market opportunity and how your financial institution is performing within this opportunity is of paramount importance for setting strategic direction. Reflection Point helps credit unions and banks gain insight into their relative performance within this market and addresses tactics the credit union and bank can employ to strengthen its position.

The Market Analysis focuses on the following components.

  • Market Opportunity
  • Member and Product Penetration
  • Awareness
  • Preferences
  • Positioning/Brand

Our Marketing Analysis is based on state of the art market research services.

Usability:

Consumers and businesses want to do business with their financial service providers on the web, but often times the company's site falls short of expectations.  Customers may abandon the online loan or insurance process, exit the home banking system never to return, or fail to use the self-help resources you have made available.  With a simple click your customers go to other financial institutions that provide them better content are are easier to use -- brands they can trust will meet their expectations.

Reflection Point will provide your financial institution with the information needed to assess if you are meeting your customers' expectations, reasons why you are falling short or expectations, and specific strategies to enhance your customers' web experience with your bank or credit union. 

We help you to build a better online brand, provide effective customer self-help, enrich customers' personal financial knowledge, and ultimately generate heightened product sales.

More Info

Customer Experience Management
Web Planning Solution
The Need for Web Analysis

What Clients Are Saying

"Our credit union always appreciated [Glenn Christensen's] efforts in facilitating our annual planning sessions. Much prepatory work was completed with  the management team prior to the session with the Board of Directors. [He] always managed to keep the sessions of track so very little time was wasted.
While our primary relationship has dealt with planning I know technology planning is another of [Glenn's] strengths. I would recommend [him] without reservation. "

Roger Nedrow, President/CEO
Great Northwest FCU

Related Information

Strategic Planning Services

Additional Resources

Homepage Usability: 50 Websites...
Web Content Management...

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11/20/03