Financial services

Financial services Market research

Plot a course through economic uncertainties and compliance challenges, guided by in-depth research and insights. In this challenging environment, we help our clients anticipate the shifting demands of customers and regulators and support them in developing adaptable, distinct and consumer-centric offers.

“Our relationship with STRAT7 has been a highly rewarding and collaborative process. We’re extremely happy with the work we’ve done and the results of our joint effort.”

Stephane Nakhle
Customer Insights Director, Zurich Insurance

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We can help you win at change.

How we keep you on the front foot against volatility and regulatory demands

Our specialisms can help you identify emerging financial market opportunities, optimise portfolios, loan products and investor services, and create customer experiences that drive lasting loyalty.

Global data collection

With over 47 million survey respondents worldwide, our proprietary databases and managed networks let you anticipate needs, verify investment opportunities and drive portfolio innovation – on a global scale.

Customer & user experience

Our research gives you a truly comprehensive understanding of your buyers, so you can craft customer experiences that drive satisfaction, loyalty and increased profitability.

Brand strategy

With our help, you can build, strengthen or maintain a compelling brand image, demanding premium rates, acquiring customers at reduced costs, and increasing investor trust as a result.

Segmentation

Combine multiple sources to understand who your audience segments are, their attitudes to risk, what drives their decisions and how they like to interact with your company.

AI & analytics

Translate unstructured customer opinions into real results. Our proprietary AI toolkit helps you analyse emerging financial trends, optimise portfolios and monitor trends in market activity.

Innovation & NPD

With insight-driven product and service innovation, stay abreast of evolving investor and business needs, gain an edge on competitors and break into new financial markets.

Reinventing customer centricity

Our world is changing, presenting businesses with exceptional new challenges and prospects. Yet there is a deep, often systemic, flaw in the way many organisations are adapting: the failure to embrace a true customer-centric model.

How you’ll benefit from STRAT7 research & insights

Traditional banking group, fintech startup, or insurance provider, we can help you understand evolving customer needs, identify emerging trends, and develop innovative packages that drive growth and profitability.

Adapt proactively

Don’t let shifting audience opinions leave you playing catch-up. When demand for certain financial products and services changes, we can make sure you’re ready with new offerings to fulfil emerging customer needs.

Outmanoeuvre your competitors

We help you find an edge by identifying emerging market trends and highlighting points of differentiation from your competitors.

Greater institutional resilience

When margins shrink, consumer spend decreases, and investor optimism decreases, our detailed insights into consumer behaviours and potential risk factors will have you braced for any storm.

Mitigate regulatory changes

Run ahead of new regulations and avoid unexpected costs by keeping an ear to the ground and developing compliance strategies that protect you against legal and reputational risks.

Why choose STRAT7 for your retail market research?

A global, tech-enabled strategy, insights and analytics agency

Global reach, regional presence

With headquarters in cities around the world, we can investigate, analyse and evaluate any global financial market you need.

Diverse team of experts

Our diverse skillsets and capabilities make us the first choice agency for financial firms, trusted to produce detailed and actionable insights, consistently.

Flexible and collaborative

Whether you’re looking for plug & play to instantly access specific global audiences, or want a partner to collaborate with you for the long-haul, we can be whatever you need.

Demonstrated history of success

From Zurich Insurance Group, to Amex and Lloyds, we know what it means to support the world’s biggest financial firms with their most ambitious projects.

What our clients say about us

“Our insight community delivers on so many levels, with inclusive activities and multiple feedback channels for ongoing member engagement.”

Adam Lerner
Yorkshire Building Society

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Let us know how we can help you win at change