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Finance & professional

Market research for Financial Services and Insurance

Research for products and communications in a regulated market.

Talk to salesSee the studies

Sector atlas

  • Consumer & retail
  • Finance & professional
  • Health, energy & logistics
  • Media, tech & research
Group
Finance & professional
Covers
BanksInsurersWealth managers

The landscape

Strengthening confidence in financial markets

What is changing

  1. 01Regulation
  2. 02Digital transformation
  3. 03Generational change
  4. 04Transparency
  5. 05Compliance

Financial services and insurance are changing fast, driven by regulation, digital transformation and shifting customer expectations. Wealth managers face big generational transitions, and banks keep refining how they engage customers online.

Insurers are adopting data-led underwriting and flexible policies while balancing transparency and compliance. We help teams spot market shifts, find growth, sharpen their position and build long-term trust, from product development to market entry.

  1. Q1

    Is our brand trusted, and is that trust growing?

    Answered withBrand health tracking
  2. Q2

    How do customers rate us, and what would make them recommend us?

    Answered withCustomer satisfaction & NPS
  3. Q3

    Where does the application or claims journey lose people?

    Answered withJourney mapping
  4. Q4

    Which message explains this product clearly and fairly?

    Answered withMessage testing
  5. Q5

    What fee or premium feels fair for this product?

    Answered withPricing research

Studies

Studies for financial services and insurance

Each one has its own page: how it works, what we measure and what you get.

Brand & marketBrand health trackingSee how your brand moves, wave by waveMeasuresPrompted awarenessConsiderationPreferenceAnswers Q1Customers & audiencesCustomer satisfaction & NPSMeasure satisfaction, then find what to fixMeasuresNet Promoter Score (NPS)Satisfaction (CSAT)Customer effortAnswers Q2Customers & audiencesJourney mappingSee where the customer journey breaksMeasuresSatisfactionEffortDrop-offAnswers Q3Ads & creativeMessage testingFind the words that land with buyersMeasuresClarityBelievabilityRelevanceAnswers Q4Pricing & optimizationPricing researchFind the price your buyers will acceptMeasuresToo cheapBargainGetting expensiveAnswers Q5

How we work

How we support financial research

The same four commitments on every project in financial services.

  1. 01

    Integrated project delivery

    We run the whole process, from sourcing respondents to delivering analyzed outputs, so it stays simple and consistent.

  2. 02

    Verified financial audiences

    Our panels and specialist recruitment connect you with the respondents each study needs, for accurate, relevant data.

  3. 03

    Research-led advisory support

    We work alongside you to refine the design and method, and turn findings into practical action.

  4. 04

    Secure, scalable execution

    Robust processes, strict data controls and ongoing quality checks keep research reliable, compliant and ready to scale.

What sets us apart

In financial markets, decisions rely on dependable evidence. We design every project around your objectives, so the findings speak to the decisions you face.

Certified and accredited

The same standards on every project, in every sector.

  • ESOMAR Corporate memberESOMARCorporate member
  • ISO 9001:2015, ISO 20252:2019 and ISO 27001:2022 certification marksISO9001 · 20252 · 27001
  • Cyber Essentials CertifiedCyber EssentialsCertified
  • MRS Company PartnerMRSCompany Partner
  • AQR, the Association for Qualitative ResearchAQRMember
See our accreditations

More in Finance & professional

Nearby sectors

SectorCapital MarketsEvidence from customers, experts and the public for investment decisions.SectorLegal and Professional ServicesClient feedback and market evidence for firms that sell expertise.OverviewAll 12 sectorsEvery sector we work in, on one atlas.

Talk to us about financial services and insurance research

Tell us what you need to decide and who you need to hear from.

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Nearest office: Orlando, FL (corporate office)