Industry Expertise

market research for the
financial services industry

financial services

In just the past few years, the financial services industry has exploded with new ways to spend, save, invest, and manage money – leading to a competitive set that would have been unheard of just a few years ago.  One of the driving forces behind this intense competition is the digital advancement and increased financial technology. These forces are rapidly transforming the financial sector, and those who don’t have a pulse of consumers’ wants and needs will be at a disadvantage.

financial services

market research
questions we answer:

  • what are people’s preferred ways to pay and manage money and how do they differ by generation?
  • how effective is our advertising? Is the messaging clear and motivating?
  • how can we optimize our credit card loyalty program?
  • how can we expand our mobile wallet features?
  • are people using Buy Now. Pay Later services? And for what type of purchases?
  • as e-commerce continues to grow, where are opportunities for innovation and potential partnerships? 
  • what are the new features/products that motivate people to our brand?

accurate and
impactful
results

To get accurate and impactful results that can move the needle in this dynamic marketplace, you need an experienced financial services market research partner. C+R Research is trusted by leaders in the financial services industry because we keep up with the trends of the demands of the industry; our flexibility and nimbleness allow us to create the right research to answer the never- ending burning questions.

custom market
research solutions

Our goal

ensure you stay one step ahead, no matter how the industry evolves.

While we have a toolbox full of reliable qualitative and quantitative research tools, we never stop striving to discover new ways to deliver custom insights about the customers you have now (and want to keep) and the ones you want to win in the future.

We have kept up with how the industry has changed (and continues to do so), so we understand the need for faster, impactful insights. Our goal is to help you keep one step ahead no matter how the industry evolves.

Proven Experience

featured financial
services case studies

Unlocking Wealth Management Among Asian Americans

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Ad Testing: Rapid Response Agile Method for a Major…

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How an Established Financial Institution Learned to…

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Understanding an Untapped Hispanic Audience in the…

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take the next step

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I do want to say that this project again demonstrates why I have come to rely on C+R and recommend you so highly. When I get a report from you it’s complete, well-thought, and always client-ready. I really appreciate the partnership I have with you.

It was always a pleasure working with the team at C+R. I really appreciated your expertise and true partnership on every project.

Truly appreciate the strength of the partnership we have created with you. Thank you for being a consistent and reliable resource.

The report goes beyond answering the questions; it shows deep understanding of the needs of the client while ensuring the integrity of the design.  Thank you!

Thanks for one of the best reports I’ve received…. The quality of insights + deck writing > my expectations. The quality of voiceover/share out and process throughout has been my best experience to date.  C+R shows up as a team-always on time, supportive of one another, and provides quality insights vs basic stuff.

…We appreciate our open partnership and the constructive way we are building our relationship – we are enthusiastic when we think about future projects together!

You offer your knowledge in a way that never making anyone feel like they should have known “that” about the audience, treat it as an opportunity to educate in a friendly way.

I’m really proud of this team and so appreciate the partnership we’ve created. You’ve both done a fantastic job helping us start off this journey and I look forward to continuing to build our learning with you all!