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Financial, health & professional services

Financial servicesresearch, results and real stories.

Banks, NBFCs, fintechs and wealth firms compete on trust, convenience and fair pricing, while reaching new customers in smaller towns and online.

See the case studies Download all as one PDF
  • 10case studies
  • 2markets
  • 4teams involved

What is shaping the industry

  1. 01Digital channels now lead customer acquisition
  2. 02Financial inclusion opens new segments
  3. 03Trust and complaint handling drive loyalty

Who we research

Retail customersSmall business ownersNew-to-credit customersBranch and agent staffWealth clients

Questions we answer

  1. Q1How satisfied are customers across channels?
  2. Q2Will this product appeal?
  3. Q3What blocks financial inclusion?
  4. Q4How strong is the brand?
India10 case studies United Arab Emirates1 case studies Markets in these case studies
  • India10
  • United Arab Emirates1
Case studies

Financial services case studies.

All teams 10 Market Research 6 Digital Marketing 1 IT & Development 2 Accounts & Finance 1
  1. 01case ResearchIllustrativeCustomer experience research for a digital bankA digital bank 6 weeks
  2. 02case TechnologyIllustrativeUnderstanding the loan application journeyA non-banking finance company 7 weeks
  3. 03case ResearchIllustrativeA brand health tracker for a payments appA fintech payments company Quarterly
  4. 04case ResearchIllustrativeMeasuring financial inclusion among rural womenA development finance institution 10 weeks
  5. 05case ResearchIllustrativeWhat affluent clients expect from a wealth managerA wealth management firm 6 weeks
  6. 06case DigitalIllustrativePerformance campaigns for credit card acquisitionA credit card issuer 6 months
  7. 07case ResearchIllustrativeMystery shopping across bank branchesA private sector bank 8 weeks
  8. 08case TechnologyIllustrativeA loan servicing app for an NBFCA non-banking finance company 5 months
  9. 09case FinanceIllustrativeA financial model for an NBFC's growth planA growing NBFC 6 weeks
  10. 10case ResearchIllustrativeTesting financial literacy content with young earnersA financial education platform 5 weeks

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