Financial Services

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WBA serves the needs of a wide range of financial services organizations — from large national banks and smaller regional banks to investment firms and education loan funding companies. Members of our staff have considerable knowledge of financial services research, with some having client-side expertise themselves. This expertise helps us approach projects with a clear understanding of the sensitive issues being addressed.


Testimonials

Working with WBA over the past fifteen years has made it possible for Art & Science Group to achieve one of its key goals: to provide our clients with the most advanced, rigorous, and sophisticated research available. WBA Research has a top-notch team that is incredibly responsive, detail-oriented, and fully committed to each and every project. As survey research gets more difficult each year, WBA continues to hire and train interviewers who are courteous, thorough, and, impressively, very cost-efficient.

J. Craig GoebelConsultant and Senior Director of Research, Art & Science Group, LLC
I very much enjoy working with WBA Research — they excel at handling very complex projects for us that involve interviewing very difficult audiences — something that very few firms do well anymore. In addition, they provide us with superb service — the teams we work with are very knowledgeable and extremely responsive. At the end of the day, I sleep better knowing that WBA is handling our projects.

Jeff BrownPrincipal, Brown Yardley
I don’t think of WBA as vendors. Rather, they are an extension of my client service capabilities here at COMQuest. What I get when I rely on WBA is consistently high quality work that I don’t have to worry about or agonize over. The staff does what is needed, often before I ask for it. When difficult situations do arise, they are dealt with professionally, creatively, and without the nickel and diming approach those of us running a business find so distasteful. COMQuest and WBA work as a team, not as a client and vendor. I can’t think of another vendor of whom I could, or would, say this.

Gary Ocher COMQuest
WBA Research is comprised of some of the brightest stars in market research I have ever worked with. While academic, they are real-world researchers – not coming from an “ivory tower” perspective. Together, we innovated, collaborated and succeeded in providing the information necessary to move my organization forward.
Donna Murray Washington Metropolitan Area Transit Authority
It is always a pleasure to work with everyone at WBA. They are easy to work with and have top-notch research capabilities, both in fieldwork and analysis. They are our go-to research firm for all of our transportation planning projects.

Lora ByalaAICP, President, Foursquare Integrated Transportation Planning, Inc.

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Financial Services Clients

  • Bank of America
  • Euler Hermes ACI
  • ICMA-RC
  • Merrill Lynch
  • National Automated Clearinghouse Association (NACHA)
  • PNC Bank
  • Wilmington Trust

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