金融服务市场研究

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.

如何获取 Your Insights

步骤 1

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步骤 2

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步骤 3

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

Book your Financial Service Market Research

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客户客户感言

专业、友好的优秀团队可满足您的研究需求！

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劳伦-威廉姆斯

我们与 Brandspeak 合作开展了一个品牌知名度项目，我们对他们的服务质量和流程非常满意。他们了解项目简介的复杂性，并提出大量问题以确保他们完全理解项目目标。他们与我们企业的各级人员进行了互动，了解了市场中的差异，并提出了将研究结合在一起的方法，使其仍具有可比性。他们提供的结果摘要易于消化，可用于整个企业。我们强烈推荐使用他们

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史蒂文-休斯

Regatta Ltd

与 Brandspeak 合作非常愉快。他们认真听取了我们的简要介绍，准确理解了我们的需求，然后就开始工作。他们完全达到了我们的要求，以通俗易懂的方式向我们展示了复杂的数据，使我们能够推进工作并真正利用这些数据。特别是马克，他的工作能力让人赞叹，我将来会毫不犹豫地推荐他和 Brandspeak。谢谢你们

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萨姆-希格

Extracover 有限公司

在这个项目中，Brandspeak 提供了很多帮助。我们与团队定期沟通，细化项目简介，在调研过程中保持沟通，并及时交付调研结果，我对团队的工作无可挑剔。调研结果有助于我们制定未来的品牌战略。

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哈利

与 Brandspeak 合作非常愉快。他们乐于助人，非常专业，是真正的专家。在整个过程中，他们都能帮助我们并提供有价值的知识，从帮助策划调查问题，到开展研究，再到以清晰熟练的方式反馈结果，所有这一切都离不开出色的沟通。感谢 Mark Bagnall 和 Brandspeak 团队。我会向您推荐，并一定会再次使用。

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