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Finance

Business challenges

Socio-economic and technological change presents key challenges to the financial services sector. Banks, insurers and other financial service providers are directly affected by a myriad of issues such as a highly competitive market, economic turmoil, the rise of digital channels, regulatory change and shifting population demographics.

Who we help

  • Banks and building societies
  • Insurers
  • Industry bodies
  • Government agencies

How we help

We work with leading financial services companies to help them gain or retain a competitive edge.
Specific services we provide include:

  • Website/e-channel development
  • Customer satisfaction measurement
  • New product/service development and innovation
  • Advertising effectiveness
  • Brand evaulation and tracking
  • Marcomms development
  • Usage & attitude studies i.e. market understanding, market segmentation

Case studies

Website development

Client A building society
Objective Develop a consistent user interface, with appropriate content, that is accessible and easy to use
Solution Face-to-face depth usability interviews (V-Surfs) i.e. accompanied surfs, with periods of observation and discussion

Tracking website visitors

Client Lloyds TSB
Objective Track usage and perceptions of Lloyds TSB's online services
Solution Ongoing website visitor (V-Survey) and email surveys, with Lloyds TSB website users (including Internet Banking) and competitors

Customer satisfaction

Client ING Direct
Objective Track customer satisfaction across all parts of the business
Solution Large scale, multi mode tracking study, using online and telephone interviewing

Communications development

Client A pensions and investments provider
Objective Ensure that all customer communications are understandable, transparent and useful
Solution Ongoing, long term online research community (V-Community) consisting of a representative sample of customers

Advertising & brand tracking

Client An insurance provider
Objective Measure the impact of an ongoing advertising campaign on key brand metrics such as brand awareness, brand image, brand consideration and purchase intent
Solution Discrete waves of online panel surveys with the target audience
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