Financial services research

We have ongoing relationships with a number of UK and International Banks, and a number of Building Societies. We have worked with all but one of the main UK insurers, and several of the largest insurance brokers.

Our team has people who have worked client-side in financial services organisations, who understand the requirements and challenges of the role.

Financial Services Market Research

Market research projects and programmes have focused on b2b audiences (consulting with Independent Financial Advisers, Brokers, SME business owners, C-suite executives, journalists) and consumer audiences (from High Net Worth through to those opening their first accounts and buying their first financial products)

Where we have made a difference:

  • Customer satisfaction tracking (b2b and consumer) 
  • Literature comprehension testing (in-line with Treating Customers Fairly)
  • Proposition testing and development (for new financial services products)
  • Segmentations and customer journey mapping through different products and life stages
  • Consultations to understand what triggers account dormancy / lapsing
  • Informing the development and launch of new brand propositions and subsequent tracking
  • Evaluations of service through the customer journey to deliver aligned experiences and identify priority improvements