⦿ Sector · Financial Services
Banks, insurers, wealth managers and fintech challengers – research built for senior decision rooms in tightly regulated markets.
U&A, occasion mapping and shopper missions across grocery, hospitality and on-trade.
Segments that work for product, channel and proposition teams alike.
Concept and conjoint work that quantifies appeal, willingness to pay and switching.
Ethical, sensitive recruitment and moderation across protected audiences.
Standards
Financial services research has to clear higher bars: regulation, trust, customer vulnerability. We bring senior moderators and proven methodologies to every brief – and design studies that hold up to compliance review.
Brand and Proposition
In a category where trust is the product, positioning and proposition work has to ring true. We help FS brands find a distinctive voice without overstepping- and pressure-test claims with the people who'll have to live with them.
Yes – the majority of our FS work is with FCA-regulated firms. We’re familiar with compliance review cycles and design research that holds up to scrutiny.
We’ve built ethical recruitment and moderation protocols specifically for vulnerable audiences – from people in financial distress to bereaved customers. Every project is reviewed by a senior moderator before fieldwork.
Yes. Recent B2B FS work spans commercial banking, SME lending, corporate insurance and asset management – with C-suite, treasury and procurement audiences.
Yes – we design comparative claim tests that meet the evidential thresholds compliance teams expect, including blind sample sizes and pre-registered analysis plans.
