It’s really all about making better decisions about your brands. In a competitive market, when the stakes are this high, our team of award-winning financial services research experts can help.
Bringing consumer and business understanding and insight, we answer your burning questions and inform better decision-making. Whether it’s the effectiveness of your communication, the strength of your services and proposition, how positive your customer relationships are – our work will inspire your future strategy. Our analysis offers a holistic understanding, blending qualitative and quantitative primary research with customer and other data. We’re all about combining research know-how with detailed sector knowledge to deliver actionable results.
Whether you’re in retail, business and private banking, credit cards and payments, insurance, pensions, savings, investments, and mortgages, the insights from our financial industry market research will help you better serve your customers.
How we help
Audience understanding and segmentation
Who are your target market, how do they invest and bank, what segments best fit your offer, and how can you access and market to them?
Our financial services market research and banking market research investigates investor sentiment, market trends, product use and penetration, and channel trends. Invaluable!
Brand and reputation performance
Measure the success of your marketing through the brand funnel of awareness, sentiment, reputation, associations, and consideration.
Client retention and NPS
How do you improve share of wallet? By measuring key client KPIs and analyzing the findings. And then using those insights to adapt and evolve.
Test and develop brand, service, and product enhancements such as digital UX, advice pricing, or credit card features.
"We valued Savanta’s work to help us further understand mid-corporate clients. Their true understanding of the commercial lines insurance market played through in the interviews and as a result they could really get to the heart of customer’s needs when it comes to purchasing insurance. We used the interview video clips in our management meetings and they really brought the findings to life. The debrief was strong and was tied back to our business aims. Our team would consider Savanta again for B2B work given their sound business acumen and research skills."
"The survey showed us that our clients were true advocates for us and would be very willing to refer us to industry colleagues, but that we needed to formalise this process more. The research program has definitely provided additional tools to help us communicate our strengths, as well as enhancing relationships with existing clients.”
"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."
"Between the focus groups and the quantitative research Savanta didn’t simply provide us with the data and the numbers; they offered genuine strategic thought behind the data in terms of how we could take those results and act on them. We were keen to categorize and segment our pool of prospects and we have been successfully able to do that with Savanta’s findings. That helps us enormously in our marketing approach – we know, for instance, the prospects whom there is very little point in trying to appeal to, and we know where we have a chance.”
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Get in touch
If you’d like to speak with one of our market research experts right now, please call: +1 (917) 768-2710