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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 COVID-19 pandemic radically changed the financial climate in the U.S. Stimulus checks, rapid unemployment, and a booming real estate market presented new challenges in an already diverse and complex industry. We help our financial services clients understand their position in today’s evolving marketplace to attract and retain clients, analyze their communication strategy to ensure they're motivating their most profitable customers, and find optimal ways to configure new products and fees. How can you outpace the competition as pent-up consumer demand and government stimulus packages flood the economy?
Our longstanding relationships in this space are a testament to our expertise in the field. We understand the challenges our clients face to become ‘first in wallet’ for their customers.
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.
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?
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?
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?
