Market research identifies specific customer needs and barriers to use—from checking accounts and investment products to complex insurance plans. Qualitative and quantitative methods provide a reliable understanding of desired features and ideal pricing models. This enables financial service providers, insurers, and banks to tailor their offerings to specific target groups and significantly reduce market risk during product launches.

Through UX testing and customer journey analyses, we highlight how intuitively digital services—such as mobile banking, robo-advisors, and online insurance application processes—are used. We identify usability barriers and drop-off points and provide concrete recommendations for a seamless, trust-building user experience in apps and portals.

Trust is the most valuable asset in these industries. We measure brand trust, image, and relevance within the competitive landscape. Our research identifies which value propositions and touchpoints—from the initial consultation to claims settlement—build trust. This enables banks and insurers to precisely manage their brand positioning and communication.

Yes. Using segment-based analyses and in-depth psychological interviews, we shed light on the motivations and decision-making processes of different target groups. This applies to digital natives in the banking sector as well as to high-net-worth individuals (HNWIs) and small and medium-sized enterprises (SMEs) with specific insurance needs. This allows you to tailor your products and campaigns precisely to their requirements.

Financial and insurance decisions often require further explanation. We use in-depth psychological interviews to analyze motivations and trust, as well as choice-based conjoint analysis to optimize pricing and product bundles. Combined with UX tests and tracking studies, these methods provide robust insights for strategic decision-making.

New regulations are having a massive impact on product design and communication with insurance policyholders and bank customers. Market research reveals how customers perceive new mandatory disclosures and where uncertainties exist. This helps financial service providers, banks, and insurers implement regulatory changes in a way that is easy for customers to understand and consistent with their brand, without jeopardizing trust.

Through pre-tests and advertising effectiveness measurements, we identify messages that are easy to understand and designed to drive conversions. Implicit methods also reveal the emotions your communication actually evokes in customers or policyholders. This allows us to design campaigns that are more efficient and demonstrably more effective.

Continuous tracking studies provide ongoing monitoring of brand perception, customer satisfaction, and competitive dynamics. They enable the early detection of market changes, new customer demands, or increased competition from neobanks and insurtechs—and lay a solid foundation for quick decision-making.

• Comprehensive Understanding of Target Audiences: We have decades of project experience working with both individual consumers and business clients—ranging from SOHOs and SMEs to large corporations.
• Expertise in Exclusive Segments: We conduct successful research in sophisticated fields such as affluent markets, private wealth, HNWIs, and family office management.
• Methodological excellence: We offer customized, full-service quantitative and qualitative research designs for B2C and B2B finance that combine rapid data collection with strategic consulting.
• Global network & trust: As partners on equal footing, we operate internationally and view trust as our guiding principle—from the initial analysis through to the successful completion of the project.