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Financial Services Market Research Fieldworks (JAC-SCN-18)

Updated: Jun 17


James Areh Cognisance® Fieldworks are on time & in budget, but also provides extensive outputs over & above the excellent research insights. For commercial banks & investment companies, market research is essential as it determines which business proposition can benefit them in the long run.

 


The future of all industries does not lie in Commoditized Products, but in Innovation & Design that creates these New & Relevant Customer Centric Experiences. Positioning your product & services optimally has never been more critical.

 


Our Financial Services Market Research Fieldworks: The Rising Importance Of Financial Services Industry


The Financial Services Industry is the main driver of a Country’s Economy, mainly dominated by Large Organizations. With a strong Financial Services Sector, the nation’s economy grows, & the consumers earn more, thereby increasing their purchasing power.

 

The uncertainty brought about by the global pandemic means that potentially every company & organization is likely to make smart & bold financial decisions. Unlike the Financial Crisis of 2008, the 2020 pandemic has disrupted all aspects of the Economy. This means that Finance Leaders & the Financial Services Industry are strategically positioned to support the economy’s financial recovery.

 

With the recent changes in technologies, the rise of new investment trends, & the significant shift in consumer behavior, financial services companies are forced to tap into valuable information to approach these changes.

 

Moreover, companies need to leverage relevant data & insights to make the most of these opportunities to keep up with the recent Digitization & Innovation in the Financial Services Industry.

 

This means that Market Research is as crucial for the Finance Sector as any other industry.


Our Financial Services Market Research Fieldworks: The Importance Of Conducting Financial Market Research


Financial markets play a crucial role in driving a country’s economy & offering countless opportunities for investors to tap into specific markets & services. But with changing regulatory demands & consumer requirements, Financial Services Companies & Organizations need unique insights to keep up with this changing industry.

 

Financial Market Research is essential because it can help break down Market Data & Trends into a broader context that offers finance companies a clear perspective of the risks & benefits of a particular service.

 

Therefore, several Financial Services Providers invest in Data Analytics & Market Research to gain valuable information about their customers.

 

However, conducting accurate research is not easy. Lenders, Bankers, Real Estate Brokers, & all other kinds of Financial Services Providers need to know precisely what kind of information will help them in decision making.

 

The following expounds on why a Financial Market Analysis is important for banks & other businesses for their decision-making process:

 

Understanding these trends is also important so firms know exactly how to respond to market changes. Some frequent Research areas for Financial Services Providers include:

  • Insurance

  • Business Banking

  • Personal Loans 

  • Mortgages

  • Property Management

  • Multi-national Banks & Credit Card Companies

  • Multi-national Insurance Companies

  • Payment Protection Companies

  • Fintech Companies

  • Associations of Insurance Brokers


Our Financial Services Market Research Fieldworks: We Recognize The Importance Of The Consumer & Commercial Markets


For commercial banks & investment companies, market research is essential as it determines which business proposition can benefit them in the long run. Moreover, it helps brokerage firms assess which products are in demand by their customer base so that they can suggest them based on the individual requirements of their customers.

  • Financial Services

    • Small Business Decision-Makers

    • Financial Controllers

    • Financial Advisers

    • Insurance Brokers

    • Export Managers

    • Accounting Firms

    • Mortgage Brokers

  • Segment

    • SINKS

    • DINKS

    • Homeowner

    • Retiree

    • Investor

    • Professional

    • High Net Worth

  • Need

    • Transacting

    • Saving

    • Borrowing

    • Investing

    • Advice

    • Protection

  • Segment

    • SOHO

    • Small, Medium & Corporate Business

    • Niche Sectors (Agricultural, Mining, Property Development, Retail)  

  • Intermediaries

    • Advisors

    • Brokers

    • Accountants

    • Lawyers

 


Our Financial Services Market Research Fieldworks: Our Research Approach Is Tailored To Achieve Optimal Outcomes For Your Business


The future of all industries does not lie in Commoditized Products, but in Innovation & Design that creates these New & Relevant Customer Centric Experiences. Positioning your product & services optimally has never been more critical.

  • Customer Experience

    • Customer Experience Tracking

    • Voice of Customer & Integrated Customer Feedback Management Programmes

    • Mystery shopping

    • Customer Journey Mapping

    • Touchpoint Mapping

    • Customer Segmentation

    • Ethnography

    • Contextual Inquiries

    • Customer Storytelling

    • Customer Journals

  • Market Behaviour

    • Market Landscape

    • Market Trends

    • Market Sizing

    • Market Attitudes & Behaviour

    • Market Evaluation & Opportunity Identification

    • Market Segmentation

    • Brand Positioning & Tracking

    • The Use of Emerging Technologies, Platforms & Channels


Our Financial Services Market Research Fieldworks: We Have Extensive Experience To Draw On For Your Next Project


Whether you want to understand:

  • How to optimize your channel strategy to reduce customer effort & maximize acquisition.

 

  • How to Design & Deliver the ideal Claims Experience to maximize customer wellbeing.

 

  • The demand & impact of Technological Innovation in the Automotive Finance Sector.

 

  • The extent to which personalization increases spend & engages customers in card loyalty programs.

 

  • How an Integrated Customer Experience across all your digital channels impacts NPS.


James Areh Cognisance® Fieldworks are on time & in budget, but also provides extensive outputs over & above the excellent research insights. Accordingly, the outcomes of our Fieldworks project have been embraced by all stakeholders & quickly embedded into their sales & marketing activities.








 

Our Service Terms & Conditions


Note:


It is worthy to note that the Context of the word “Consumer” as used by James Areh Cognisance® widely implies either: Value-Chains, Actors, Individuals, Corporates, Communities, Sellers, Buyers, Customers, Players, Consultants, Experts, Influencers, Suppliers, Purchasers, Distributors, Supply-Chain, Distribution-Chain, Marketers, Families, Stockists, Agencies, Government, Representatives, Markets, Sectors, Users, Industries, or Beneficiaries.


 

Our Market Research, Market Surveys, Fieldworks & Data Collections Capabilities & Access are Wide Ranging.


For more information on how we can provide further insight for you, your business, or your clients, we would encourage you to contact us to Buy Now or Subscribe or Discover more.




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