Financial services
Turn emerging trends into actionable strategies
Confidence and clarity for financial brands.
Developments in fintech, open banking and AI are transforming the way we spend, save and invest. Consumers now expect financial providers to be transparent, ethical and highly personalised – offering support that feels human, even when it’s digital.
In an industry where trust is everything, it’s never been more important to dig deep into evolving customer needs, deliver seamless omnichannel experiences and build loyalty for the long term. We can help you get there with our financial research services.
Expert view
“In a highly competitive and regulated market, understanding your customers on a deeper level is no longer a luxury – it’s essential. Financial services brands that listen, learn and adapt with agility are the ones building long-term trust and loyalty. The right insight can give you clarity, confidence and a powerful competitive edge.”
Pete Strachan, Insight Director
Pete Strachan,
Insight Director
How we help you stay on top of emerging needs
Develop customer-led innovation strategies
Lay the groundwork for innovation by understanding evolving customer needs and financial behaviours.
- Explore unmet needs, emerging segments and untapped opportunities, including demands for personalised services, sustainable finance and ethical investing.
- Understand how financial behaviours are changing and where your brand fits, particularly in areas like AI-driven service, open banking and embedded finance.
- Build innovation strategies rooted in real customer insight.
- Discover what your prospects really think of your brand with usage and attitude studies.
Test and refine new offerings
Turn strategy into action with iterative testing and feedback throughout the innovation cycle.
- Concept test new propositions with the right target audiences.
- Gauge reactions to product features, service models or pricing strategies.
- Identify barriers to adoption and areas for optimisation.
- Launch with confidence, backed by real-world insight.
Enhance digital journeys and reduce friction
Identify and fix pain points in your digital experience to stay competitive and deliver seamless service.
- Rapidly test UX to pinpoint friction in online banking and mobile apps, integrating emerging tech trends like AI and automation.
- Optimise onboarding and transactional flows.
- Continuously improve based on real user feedback, ensuring accessibility and security in line with evolving cybersecurity expectations.
Shape communications that build trust
Refine messaging to connect in the moments that matter.
- Get feedback on campaign effectiveness and clarity.
- Conduct community-led testing of day-to-day and crisis communications.
- Get tone and trust assessments from real users, ensuring transparency and alignment with values-driven trends.
Respond confidently to regulation and change
Stay proactive in a volatile landscape.
- Understand customer reaction to regulatory changes.
- Align business responses with real concerns.
- Test communications and new policies for clarity and trust, particularly around cybersecurity, data privacy and ethical practices.
Insight with impact
Whether you need quick-turnaround concept testing or long-term strategic insight, we’ll tailor the right solution. Our financial research services blend quant and qual techniques, advanced tech and a consultative approach to give you clear direction and better decisions.
Here’s how we can support you
Insight
We combine rich human understanding with smart, agile technology to deliver insight that doesn’t just inform – it transforms
Insight Communities
Always-on insight from the people who matter most to your business
Case study
A Community driving impactful comms for Yorkshire Building Society
Our solutions
We give you the clarity to act with confidence – whether it’s optimising digital experiences, understanding customers and markets, validating new products, refining brand strategy or maximising campaign performance. We turn complex insights into practical actions that drive growth and impact.
Product innovation
Evidence-based validation of concepts and pricing, eliminating guesswork before launch.
Comms & campaigns
Performance insight that predicts responses – driving conversion as well as engagement.
Brand strategy
Strategic insight into brand perception gaps – so you can strengthen advantages and eliminate weaknesses.
Market understanding
Early intelligence on market disruption – so you can adapt strategy before change becomes obvious.
Customer understanding
Strategic insight into customer motivations – helping you influence decisions, not just track demographics.
Meet some of our clients
