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Financial Services businesses are being hit from all sides: consumer attitudes are evolving rapidly, competition growing ever-stronger, macro-economic uncertainty deepening, and regulatory pressures intensifying.
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. With our research and insights to guide, you can navigate a route through these turbulent times, to sustainable growth.
Navigate the complexities of modern banking, investment, and insurance markets with research-driven strategies that blend customer insight, technological innovation, and commercial acumen.
Understand the culture, customs and experiences that shape customers’ and clients’ worlds – to ground your decision making in deep insight.
Gather, collate and analyse huge quantities of customer feedback from the internet through AI-powered data scraping and analysis.
Make better commercial decisions about your pricing, portfolio tiering and acquisition promotions, recognise your next-best growth levers, and understand when to pull them.
By understanding your audience’s makeup, you can tailor messaging to resonate with specific groups – improving impact and increasing return on marketing spend.
Major gas network
How we supported a major british gas distribution network develops a strategic business plan to feed into Ofgem. As part of this process it consults current and future domestic users of energy plus small and medium sized businesses.
Our market research and insights can help you identify emerging opportunities, optimise product offerings, and enhance customer experiences. By leveraging our data-driven insights, you can make informed decisions that drive sustainable growth and build a stronger, more resilient business.
As audience opinions shift, impacting the demand for certain financial products and services, we can help you improve customer satisfaction and build long-term trust by tailoring your products and services to match.
As the competitive landscape becomes more intense, impacting profit margins, staff retention and increasing necessary marketing spend, we help you find an edge by identifying emerging market trends and highlighting points of differentiation from your competitors.
When margins shrink, consumer spend decreases, and investor optimism decreases, we can help you develop institutional resilience by providing detailed insights into customer behaviours and potential risk factors.
Stay ahead of new regulations and avoid being caught out by compliance costs by keeping an ear to the ground and developing compliance strategies that keep you safe from legal and reputational risks.
No matter your financial services niche, we can provide the data, insights, and strategic foundations to optimise your operations, enhance customer experiences, and drive sustainable growth.
Identify emerging trends in consumer and business spending to optimise your product and service offerings and drive greater growth and profitability.
Optimise your payment solutions, enhance security measures and identify opportunities to streamline processes with a better understanding of consumer preferences.
Leverage deep consumer insights to optimise loan products, refine underwriting processes, and anticipate emerging real estate trends, ultimately driving growth and mitigating risk.
We provide detailed insights into investor behaviour and risk tolerances to help you optimise portfolios and navigate volatile market dynamics.
Understand evolving risk profiles, monitor trends in claims, and address the unique challenges faced by your diverse customer base using detailed market research.
Develop innovative financial solutions that meet the demands of the modern consumer by employing emerging technologies and predicting evolving consumer needs.
With headquarters in cities around the world, we have the capacity to investigate, analyse and evaluate any global financial market you need.
Our team’s diverse skillsets and capabilities make us the first choice agency for financial firms, trusted to consistently produce detailed and actionable insights.
We can plug & play for financial services organisations looking to instantly access specific global audiences, or partner with clients for the long-haul.
From Zurich Insurance Group, to Amex and Lloyds, we know what it means to support the world’s biggest brands with their most ambitious projects.
Whether you’re a traditional banking group, a fintech startup, or an insurance provider, we can help you understand your customers’ evolving needs, identify emerging trends, and develop innovative packages that drive growth and profitability.
We provide actionable insights, comprehensive customer research and detailed market information, gleaned from vast quantities of AI-synthesised data and deep cultural investigation.
Synthesising existing data to understand the broader market dynamics, emerging trends, and competitive landscape prior to any primary data collection.
Powered by proprietary machine learning, NLP and generative AI, our toolkit makes it effortless to identify trends and extract valuable insights from unstructured data.
Surveying targeted individuals in our 47 million-strong network of consumers, decision makers and patients across NAM, EMEA and APAC.
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.
Financial services market research involves gathering, analysing, and interpreting data about the financial services industry, its customers, and the market.
This research helps companies understand consumer behaviour, market trends, and competitive landscapes, enabling them to make informed decisions about product development, marketing strategies, and overall business operations.
AI algorithms can analyse vast datasets to identify patterns and trends, making forecasting of market behaviour and customer preferences more accurate, and responsive to shifting opinions.
Our predictive analytics help financial companies stay ahead of industry changes by leveraging advanced AI and machine learning techniques to analyse vast amounts of data, providing actionable insights and forecasting future trends.
This enables financial institutions to anticipate shifts in consumer behaviour, market dynamics, and regulatory landscapes, making proactive decisions, optimising strategies, and developing innovative products and services as a result.
Our insights and strategies are unique because we combine deep industry expertise with advanced data analytics and AI. This allows us to scrape and analyse vast quantities of information, to uncover hidden patterns and trends that other research firms may miss.
At the same time, our experienced customer and market research teams can investigate any global market you wish, providing you a solid foundation and understanding of your prospective customer base, on an incredibly detailed and personal level.
By employing predictive analytics to forecast trends, market research informed by deep cultural insights and semiotics work, and AI-powered analysis of vast quantities of data, we can provide financial institutions with real-time information on their industry, audiences and competitors that is both detailed and all-encompassing. This helps businesses anticipate large changes and mitigate their impacts.
We can work with companies from any sector of the financial services industry, and have previously helped brands from all regions of the world and areas of the industry. Past clients include Zurich, First Rate, Cabot, VISA, HMRC, American Express and Lloyds Bank.
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