Financial Services Market Research

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.

How To Get Your Insights

Step 1

Fill in the form and click submit.

Step 2

Our team will contact you within 24 hours

Step 3

We learn about your needs and goals and help you achieve them.

Book your Financial Service Market Research

Brands We've Worked With

Customer Testimonials

Professional & friendly with a great team to support your research needs!

Lauren Williams

We worked with Brandspeak on a brand awareness project and we were extremely pleased the quality of service and the process. They understood the complexity of the briefs and ask plenty of questions to make sure they fully understand the objectives. They interacted with all levels of people in our business and understood the differences within the market and suggested ways to tie the research together so it was still comparable. The results were delivered with easy to digest summaries that could be used across the business. We would highly recommend using them

Steven Hughes

Regatta Ltd

Brandspeak are fantastic to work with. They listened to our brief carefully, understood exactly what was required, then got cracking. They delivered exactly what we were after, presenting to us often complex data in an easy-to-understand fashion, enabling us to take the work forward and really make use out of it. Mark in particular was amazing to work alongside, and I wouldn’t hesitate to recommend both him and Brandspeak in the future. Thank you!

Sam Heague

Extracover Limited

Brandspeak were very helpful through this project. With regular check ins with the team to finesse the brief, through to consistent communication during the research and results delivered promptly, I can’t fault the team. The results have been helpful in shaping the future of our brand strategy

Harry

Brandspeak were a pleasure to work with. They’re extremely helpful and professional and truly experts in everything they do. They were able to help us and provide valuable knowledge throughout the entire process, from helping curate survey questions, carrying out the research and feeding back the results in a clear and proficient way, all with exceptional communication. Thank you Mark Bagnall and the Brandspeak team. Would recommend and definitely use again.

Grace Hughes

Blink

Working with Jeremy from Brandspeak has opened my eyes to how powerful good quality quantitative data can be to inform and drive better business decisions.

Adrian Chatterton

UK Product Manager, Spine & Orthobiologics, Stryker

We worked with Brandspeak on some qualitative research for a significant redesign of our products and our brandmark. Their approach was extremely professional, they took the time to clearly understand the brief and overall were very informed in the world of research. I wouldn’t hesitate to recommend them or use them again in the future.

Victoria Leigh-Pearson

Director, Group Sales & Marketing, John Ross Jr (Aberdeen) Ltd/Coln Valley Smokery Ltd/PR Foods

From the moment I contacted Brandspeak I can’t thank Jeremy and his team enough. Offering a professional approach they took the time and effort to make the whole process easy and effortless. I highly recommend Brandspeak and look forward to working with them again in the future.

Verity Kimber

EU Transition Manager, SHOTT Beverages

Brandspeak helped us with getting invaluable market insights! They showed great flexibility and professionalism throughout the entire process and provided us exactly with the results we needed. I would recommend working with Brandspeak to anyone and anytime.

Tom Suberg

IT Project Manager at J.H. Tönnjes E.A.S.T. GmbH & Co. KG

Brandspeak recently conducted a complex and sensitive piece of research for us across the US, China, India and Europe. The work was carried out with the utmost professionalism (particular thanks to Jen!) and has provided us with invaluable insights that exceeded our expectations. A great team to work with and thoroughly recommended!

Tom Green

Marketing Manager | Industrials Group. Garner Denver Limited

Financial Services Market Research In London

Educational Resources And Case Studies

Blog

What is market segmentation and why do you need it?

Blog

How to conduct market segmentation research

Case Study

Successfully Repositioning A Building Society

Case Study

Brand Positioning And Customer Experience Development

Case Study

DIY Store Customer Experience Optimisation

Brandspeak is a leading research consultancy formed in 2004 by a group of colleagues with a shared desire to deliver game-changing research and strategic thinking.

CASE STUDIES

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