Protecting Main Street exposes critical imperfections in the financial services marketplace along with a critical fallacy pervading customer monitoring methods, that satisfied customers are fairly treated customers. Market research methods that can guide public policy and aid corporate governance and risk management are described. These approaches may be used to identify and prevent discrimination and unfair and abusive sales practices. Results from research studies describing weaknesses in consumer lending and investment sales practices are covered. Best practices used by financial institutions to ensure consumers are treated fairly and receive sufficient information to make appropriate financial decisions are reviewed.
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Consulting and technical assistance to help business limit risk through aggressive and proactive market research and self testing. 30+ years helping financial institutions ensure superior and consisitent sales and serivce.