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Financial Research and Loyalty Profile

The Financial Loyalty Profile™ (FLP) applies to any consumer or commercial financial customers and  relationship. It is designed to use a combination of both standard and advanced analysis methods to provide a Financial Loyalty Profile™ scorecard.


The Alta Vista Research FLP system incorporates a mixture of quantitative methods as well as qualitative techniques where desired. Designed by professionals with years of customer service experience, the FLP offers careful sampling techniques, meticulous fielding, and revealing advanced analysis methods.


The results of the study, usually conducted in regular intervals (e.g., annually or every 18 months), provide a Financial Loyalty Profile™ score. In addition, areas of importance and satisfaction, both stated and latent, are revealed, along with potential action items the study uncovers. The final result is a Financial Loyalty Profile™ Report Card which can be used for internal and external benchmarking and comparison as well as trending.


Customer-oriented financial institutions can use the results from the Financial Loyalty Profile to identify strengths and opportunities for improvement in their own operations as well as trend and benchmark their brand and service perceptions over time or against others.

Financial research can include a component based on transactions in order to improve processes, products and service.

Your financial organization can also improve other aspects of its brand, including marketing, advertising, marketing strategy and overall positioning.

Some of the companies for which we have worked include: