Financial Services & Insurance
From traditional banks and insurers to fintech trailblazers, the rules of engagement have changed and your insight techniques should too.
Modern research for
Modern Financial
Services
Today’s financial brands need insights that are faster, more contextual, and more human. Our AI-accelerated conversational research techniques capture feedback through mobile-first, chat-like experiences that mirror how people already communicate. It’s not only more engaging, but also delivers deeper, richer insights, especially when exploring emotionally complex or nuanced topics like loyalty, financial trust and digital behavior. From message testing to segmentation studies and journey mapping, our agile, mobile-first approach helps financial institutions go beyond static surveys to uncover what truly resonates.
In-the-moment research that drives stronger decision making
Immersive qual, quant & video-based research designs
Mobile text-message notifications that engage B2B & consumer audiences
Intelligent, AI-accelerated analytics & data sciences
Dynamic curated digital storytelling that activates insights with stakeholders
Wide Range of Applications Trusted by Top Financial Services Brands
Auto Finance Journey Mapping
A national bank was interested in understanding the tensions & triggers that consumers experience while researching different auto financing offers. Our approach used mobile text message notifications to engage consumers in-the-moment along the journey, with multivariate analytics revealing the brand interactions that had the greatest impact on conversion.
Community-led Message Co-creation
A top-tier bank piloted a new community engagement campaign by co-creating messaging with local “real-world influencers” - people trusted in their neighborhood, like educators and nonprofit leaders. Testing messages in this way helped the brand avoid tone-deaf missteps and sparked meaningful local participation.
Credit Product Segmentation & Innovation Community
A major financial institution sought to understand how first-time credit card holders choose their products and who influences their decisions. Using conversational research, the team uncovered emotional motivators, educational gaps, and brand trust drivers that shaped a more relevant onboarding and marketing strategy, and then leveraged an insight community to rapidly ideate & co-creative relevant offers.
Compelling Deliverables That Inspire Action
Compelling Deliverables That Inspire Action
Video Showreels: Capture authentic customer reactions on topics like loyalty, trust, and digital usability. These short videos bring human context into meetings, helping findings land with more impact.
Interactive Reporting: Explore your data in the format that fits your workflow. From dashboards and ready-to-use slides, our insights are packaged for both strategic planning and day-to-day execution.
Digital Storytelling: Our award-winning curated mobile reports engage stakeholders and bring to life customer experiences across digital and in-person touchpoints.
AI-accelerated Analysis: Accelerate decision-making with automated summaries, sentiment tracking, and AI-based analytics.
Useful resources for Financial Services researchers
The Research on Conversational Research
Learn the impact of conversational research on engagement, data quality, richness and depth, and more.
Modern Research Techniques for In-the-Moment Message Testing
Whether you're interested in co-creating new taglines with consumers or testing positionings, RTBs or product descriptions, this webinar will provide best practices.
