Market research in the finance industry

Market research identifies specific customer needs and barriers to use—from checking accounts and investment products to complex insurance rates. Qualitative and quantitative methods provide a robust understanding of functional requirements and ideal pricing models. This enables financial service providers, insurers, and banks to optimize their offerings for specific target groups and significantly reduce market risk when launching new products.

Through UX testing and customer journey analyses, we demonstrate how intuitively digital services such as mobile banking, robo-advisors, or online insurance policies are used. We identify usability hurdles 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 in the competitive environment. Our research reveals which value propositions and touchpoints—from consultations to claims settlement—build trust. This allows banks and insurers to precisely control their brand positioning and communication.

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

New regulations have a massive impact on product design and communication with policyholders and bank customers. Market research shows how customers perceive new mandatory information and where uncertainties exist. This helps financial service providers, banks, and insurers to implement legal changes in a way that is understandable to customers and consistent with their brand, without jeopardizing trust.

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

Through pre-testing and advertising impact measurements, we identify messages that are understandable and sales-oriented. Implicit methods also reveal the emotions your communication actually triggers in customers or policyholders. This allows campaigns to be designed more efficiently and with proven effectiveness.

Continuous tracking studies provide ongoing monitoring of brand perception, customer satisfaction, and competitive dynamics. They enable early detection of market changes, new customer requirements, or increased competition from neobanks and insurtechs—and create a solid basis for quick decisions.

• Comprehensive understanding of target groups: We have decades of project experience with private end customers and business customers – from SOHO and SMEs to large corporations.
• Expertise in exclusive segments: We conduct successful research in demanding fields such as affluent, private wealth, HNWI, and family office management.
• Methodological excellence: We offer tailor-made quantitative and qualitative full-service designs for B2C and B2B finance that combine rapid data collection with strategic consulting.
• Global network & trust: As a partner on equal terms, we operate internationally and see trust as our central maxim – from the initial analysis to the successful completion of the project.