Study indicators and report content - U&AA Fiancial Services, June 2016

Research objectives:
-Attitudes towards and use of bank products and services
-Attitudes towards and use of insurance products and services
-Attitudes towards and use of non-bank financial services
-Identify factors of importance influencing the choice of bank products and services
-Identify sources of information used by bank clients
-Develop profiles of users of financial services based on their life style and general attitudes towards the financial sector

Methodology:

- TYPE OF STUDY: Quantitative study

- METHOD OF REGISTRATION: Face-to-face, TAPI

- MODEL OF THE SAMPLE: Stratified two-stage cluster. Respondents were selected through quota matrix by gender, age and location

- REPRESENTATIVENESS: Representative of households 18+ years

- IMPLEMENTED SAMPLE: 1002 respondenta

- CONTROL: 20% of the questionnaires

- IMPLEMENTATION PERIOD: 31.05 - 17.06.2016.

 

Indicators:

Use of bank services

- Awareness of banks

- Penetration of bank services

- Demographic Segmentation of bank clients

- Current & future use of financial products

- Penetration of financial products

- Used banks – bank account, bank deposit & savings account 

- Used banks – money transfer & e-banking

- Used banks – consumer & mortgage loan

- Used card institutions – debit & credit cards

- Ranking of banks based on 18 characteristics

- Image of banks 

- Satisfaction with banks 

- Most preferred banks 

- Loyalty toward banks 

 

Use of insurance services

- Use of insurance products

- Use of insurance products – personal insurance

- Use of insurance products – household insurance

- Use of insurance products – life insurance & personal health insurance

- Use of insurance products – home insurance (movable and immovable property)

- Use of insurance products – car insurance

- Use of insurance products – casco & accident insurance

 

U&A of non-bank financial services

- Awareness of quick loan companies

- Quick loan companies use

- Quick loan user demography 

- Sources of information

- Purpose of the loan

- Factors of importance in making the choice

- Image of quick loan companies

- Trust in quick loan companies

 

Lifestyle of respondents

- Leisure time

- Media behavior

- Healthy lifestyle

 

Sources of information and financial profile of respondents

- Trust and use of financial institutions

- Intention to use financial institutions in future

- Sources of information and links to financial institutions

- Use of online banking services

- Management of personal finances

- Sources of income

- Income bracket

- Unexpected costs

- Savings

- Awareness of social responsibility

 

Segmentation of consumers of financial services - 6 segments based on demographics, financial behavior, lifestyle, information sources, general attitudes

 

For more information and full report, please contact us

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