Financial Services Market Research

Stephen Palmer, EVP, Financial Services

The financial services industry is arguably the sector most impacted by digital disruption, with fierce new competition from FinTech companies, open banking now a reality and established brands creating their own challenger propositions.

However, despite this revolution, many challenges remain unchanged. Improving customer engagement, customer retention and building brand trust and routes to market, all remain high on the agenda.

Points of View


Business Banking ESG support in NI – A win-win for all

Read more


Business banking – the digital war

Read more


Who are the customers of tomorrow?

Read more

How we help clients

Get closer to your customers

Customer engagement

Understand more about your customer profiles, needs, motivations, and purchase triggers to bring customer personas to life. Work with us to design and embed a bespoke customer segmentation, helping to align your products and services around real customer needs.

Develop market leading product and service propositions

Proposition development

Whether its new propositions development or enhancements to existing propositions we can work with you to help inform and create real competitor differentiators. Gain deep understanding of your customer needs, desires and pain points to inform NPD from ideation, concept testing, products enhancement and positioning.

Ensure your customers understand your products and services

Customer understanding

Marketing collateral in the form of product literature and documentation plays a vital role in helping customers understand and make informed purchasing decisions on intangible financial products. Savanta has a wealth of experience in helping ensure our clients meet TCF standards by ensuring product and marketing material communicates clearly in customer friendly language.

Understand market opportunities and share of wallet

Market sizing

Understand the shape and size of your target market and propensity to buy. Identify key competitors’ strengths and weaknesses and inform actions required to capture share of wallet.

We think of Savanta as an insight partner and an extended part of our team. Savanta is closely involved in our customer strategy and planning, helping us to better understand our customers’ needs. They consistently provide high quality research – from tracking studies to mystery shopping to creative testing, and across a variety of methodologies and approaches.
Alex Higgins, Insight Manager, Royal Bank of Scotland


Introducing BrandVue Financial Services

Tracking a range of metrics for over 150 finance brands in our always-on tracker.

Read more

Get in Touch

Make a start by telling us a little about what you're looking for.

If you’d like to speak with one of our experts right now, please call: 020 7632 3434 (UK) or +1 917 768-2710 (US)