Customers, Potential Customers, and Community Research

For more than 35 years, D. Hilton Associates has measured customer satisfaction and loyalty with proven, proprietary methodologies that deliver actionable recommendations. Every assessment is customized for each organization’s needs.

Customized for each organization’s needs, our research services include:

• Customer Satisfaction & Loyalty Surveys
• Brand Awareness, Market penetration Studies, and Brand Assessments
• Focus Group Development
• Performance Statistics for Management Incentive Plans
• Market Share Analysis and Customer Analytics

Merger Facilitation

Financial institutions can better compete and exceed customers’ product and service expectations when they join forces. Spreading expense over a larger number of customers helps make today’s product and service expectations more affordable. Consequently, many financial institutions are combining forces through mergers. As the intermediary, D. Hilton assists institutions with navigating the entire merger process.

Our experienced staff streamlines the merger process for your institution by handling many of the most time-consuming challenges. We will facilitate conversations, conduct the research, and prepare the documentation showing you the benefits of the merger. We also provide support for communicating relevant information to various stakeholders and serve as a neutral third party to assist in the negotiation of complex merger issues.

Our merger services include:

• Merger Partner Negotiation
• Merger Application Development and Submission
• Merger Partner Due Diligence Analysis
• Contract Evaluation
• Merger Vote Services

Strategic Planning

In our extensive work in the financial services industry, D. Hilton Associates, Inc. has found a consistent and imperative need for more developed planning processes, systems, and expertise. Our proven strategic planning model meets that need by providing an unbiased case for current and future product lines, delivery channels, and brand positioning based on sound business principles. The potential areas the strategic planning model can explore are:

• Vision versus Mission Clarification
• Delivery Systems Assessment
• Marketing/Brand Expansion
• Product Line Strengths and Weaknesses & New Income Opportunities
• Human Resources Assessment relative to Sales and Service Initiatives
• Financial Health Assessment and What-If Modeling Projections