Servicios financieros Estudios de mercado
The financial services sector is one of the most competitive, fast-moving, and highly regulated industries in the world. Success demands more than great products — it requires trust, differentiation, and flawless customer experiences.
At Brandspeak, we deliver qualitative and quantitative market research that goes beyond surface-level metrics to provide clear, commercially actionable insight. Our research helps banks, insurers, fintechs, asset managers and financial institutions of every size make smarter decisions, reduce risk, and unlock sustainable growth.
How can Brandspeak help?
Brandspeak specialises in delivering market research for financial services brands across the UK and worldwide.
Whether you are looking to expand your product offer, strengthen your brand’s competitiveness, enhance the impact of your multi-channel advertising, or deliver a sector-leading customer experience strategy we design bespoke, cost-effective research programmes to meet your exact needs.
By working with Brandspeak, you can:
- Strengthen your brand’s health and performance
- Identify and target your most valuable customer segments
- Launch products and services with a competitive edge
- Maximise the cut-through of your marketing communications
- Deliver customer experiences that drive loyalty and retention
Common Types of Financial Services Research
Our clients range from UK start-ups to global financial institutions, all seeking to maximise ROI and market share by turning commercially focused research into informed decisions.
Some of our most common types of project include:
Financial Brand Tracking and Development
What truly resonates with your audience? It’s not just your brand identity — it’s also the products you offer, the communications you send, the impact of your advertising, and the experiences you deliver across every channel.
That’s why we go beyond brand equity tracking in isolation. We measure all the factors that combine to create your brand, so when equity falls short, we can pinpoint exactly why — and what to do about it.
Financial Product & Concept Testing
Will your new product or service gain real traction post-launch? Does it have the right mix of features and benefits to succeed? What refinements could increase its impact?
Whether you’re launching a feature-rich current account, a new insurance solution, or a wealth management fund, our concept testing ensures your proposition lands with your target market.
Customer Experience Optimisation
In financial services, a single poor interaction can end a customer relationship.
Do you know how satisfied your customers are with each channel and touchpoint? Do you understand which experiences matter most to them, and how you compare against competitors? And if gaps exist, do you know how to fix them in a way that truly meets customer expectations?
Brandspeak’s customer experience research reveals exactly where your brand excels, where it falls short, and how to close the gaps that cost you customers.
Competitor Benchmarking & Market Positioning
How do you really measure up against your competitors? Which parts of their offer outperform yours, and which weaknesses leave them vulnerable? Where are the untapped opportunities in your market, and how can you use your strengths to your advantage?
Our competitor analysis provides clear, actionable answers to help you stay ahead — and keep the advantage.
The Benefits of Financial Market Research
Creating the Conditions for Profitable Growth
Launching a new product, service, or entering a new market always carries risk. The right insights ensure you can move forward with clarity, avoid costly missteps, and unlock the biggest opportunities for growth.
Brandspeak has helped financial organisations de-risk strategies in areas such as:
- Retail and commercial banking
- Fintech and challenger banks
- Investment and asset management
- Insurance and protection products (B2C and B2B)
- Commercial lending
- Payment systems and processing
- Accountancy and tax advisory
Building Distinctive and Enduring Financial Brands
In a crowded sector where many providers look and sound alike, differentiation is everything. Market research uncovers the values, needs, and triggers that matter most to your audience — and turns them into a brand positioning that cuts through. We help you:
- Shape a brand strategy grounded in customer needs and values
- Craft a clear, credible proposition that builds trust
- Strengthen equity and reputation over time
- Support rebrands and new launches with the evidence needed for success
Giving Investors the Confidence to Invest
Securing investment depends on more than a strong idea — investors want proof of traction, growth potential, and market credibility. Market research provides the hard evidence they need to back your business with confidence. With Brandspeak, you can:
- Quantify market demand – prove the size of the opportunity and appetite for your offer
- Identify high-value customer segments – show that you know who your most profitable customers are and how to reach them
- Validate your go-to-market strategy – demonstrate that your messaging, channels, and marketing are delivering results
- Demonstrate brand strength – track awareness, reputation, and equity to prove your brand is building trust and recognition
- Benchmark against competitors – highlight your advantages and show how you are positioned to win market share
- Evidence scalability – prove that your proposition can expand into new markets, products, or demographics with genuine growth potential
Ready to Unlock Growth in Financial Services?
At Brandspeak, we specialise in turning complex financial data into clear, actionable strategies that drive measurable results. If you’d like to explore how our research can support your goals, get in touch — we’d be delighted to discuss your challenges and show you what’s possible.
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Financial Services Market Research In London
- 1st Floor, 239 Kensington High Street, Londres W8 6SN
- 44 (0) 203 858 0052
- enquiries@brandspeak.co.uk
Educación Recursos Y estudios de casos
Brandspeak es una consultora de investigación líder creada en 2004 por un grupo de colegas con el deseo común de ofrecer investigación y pensamiento estratégico que cambien las reglas del juego.
ESTUDIOS DE CASO
- Innovación mundial en envases
- Superar los problemas de cumplimiento en los servicios financieros
- Reposicionar con éxito una sociedad de crédito hipotecario
- Posicionamiento de la marca y desarrollo de la experiencia del cliente
- Permitir que los miembros del Consejo participen en la investigación
- Optimización de la experiencia del cliente en tiendas de bricolaje
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