INDUSTRY EXPERIENCE

FINANCIAL
SERVICES

Shifting markets and savvy consumers are changing the face of the finance industry. Banks, insurers, and lenders face more challenges to become consumers’ primary banking relationship. 

How do you bundle financial products and services to optimize the appeal of your offer? 

The challenges facing the finance industry are diverse and complex. We help our finance clients understand their position in the marketplace to attract and retain customers, analyze their communication strategy to ensure they're motivating their most profitable customers, and find optimal ways to configure products and fees. Our longstanding relationships in this space are a testament to our expertise in the field. We understand how tech is changing financial services and the challenges our clients face to become ‘first in wallet’ for their customers.

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Start the conversation to learn how we can help you adapt in a rapidly changing environment.

Common
Financial
Services
Research Objectives

Find out how our research methodologies and systems can solve your challenges and meet the demands of your consumers.

Customer satisfaction

Communication strategy

Advertising / Messaging testing

Brand Equity/Health tracking

Brand positioning

Feature evaluation

Market Sizing & Segmentation

Portfolio optimization

Product Line optimization

Landscape analysis

I couldn’t be happier with the research. I feel we got some really good learnings out of it and the addition of the qual[itative] interviews added a great perspective. The report, as always, is very easy to understand and digest for those outside of the research world and the integration with 2020 Research for iModerate was seamless. I really appreciate the work that went into the project and I know the business partners are pleased with the results. You all have always been great partners to work with and provide excellent guidance and expertise that we lean on.

This mortgage lender saw tremendous need for consumer financial education but realized borrower needs and access to educational platforms were not uniform. The lender sought to develop an empowering, consumer-centered solution. The challenge- they knew their general market well but did not fully understand which parts of the market were striving for more learning nor how they planned to gather information needed to become a homeowner.

CASE STUDY

FINDING THE MARKET POTENTIAL FROM WITHIN

How do you best motivate potential new homeowners to be more informed of the mortgage process and what is the best way to deliver such educational material to the highest potential users?

For one banking institution, the optimization study became the foundation upon which to build its go-forward product enhancement and pricing strategies for Home Equity Line of Credit (HELOC) offerings. The challenge — current offerings were under-performing versus key competitors in the HELOC category and the bank sought to grow its market share.

CASE STUDY

FEATURE EVALUATION THROUGH OPTIMIZATION

What are the optimal HELOC product configurations and pricing across different consumer groups that will maximize the bank’s opportunity to increase market share while minimizing the cost to produce?

This national retailer’s merchandising team wanted its managers to design their product bays based on a data-grounded understanding of the customer shopping process. The challenge — the company has hundreds of in-store product bays, making ‘fast, cheap and repeatable’ critical elements of any research solution.

CASE STUDY

QUICK TURN SHOPPER JOURNEYS LEAD TO DATA-DRIVEN DESIGN SOLUTIONS

Which product bay design improvements will result in increases in purchase behavior and improved satisfaction with the shopping experience?

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