Financial services market research is key to success in a volatile and high-stakes industry with massive impact. To minimize risk and maximize profit, financial institutions must analyze trends and anticipate the evolving needs of its customers. The right financial services market research company can deliver insights for long-term success.
Join the organizations who have already found success
Futureproof your business with financial services market research
Financial services are particularly exposed to external factors as consumer behaviors within the industry are sensitive to what is happening in the world. These shifts in behaviors or even emerging speculation can quickly hit the industry. Additionally, the industry is facing an accelerated rate of change due to technology. Industry incumbents face competition not only from new entrants in FinTech, but also from major players in other industries branching into financial services—namely big tech companies that consumers are already familiar with and trust. Financial institutions must fight to stay relevant.
Through financial services market research, you will more deeply understand your target audience and how to best serve them, whether it is through expansion into new markets, development of new products and services, or other innovations. Financial services market research can take many forms—it offers insights around market opportunity, brand, customers, and products and services while answering key business questions, such as:
What types of people and skills do we need to be successful as a company now and in the future? What are our talent gaps and needs versus what is available in the market?
How is our company perceived by prospective employees?
What is the main driver of turnover in the industry?
How does our company culture and work environment compare to other workplaces?
What’s exciting about the results is how they clearly highlighted what CFOs are thinking across price increases, spending habits, this inflationary environment, and tech continuing to be a priority.
Sheryl Estrada
Fortune, Senior Reporter
There is no other research known to us that is this forward looking when it comes to innovation.
Carina Manteuffel
McKinsey & Company, Engagement Manager
Over at Fortune, we’re excited to publish the results. There are some really compelling findings.
Lance Lambert
Fortune, Editorial Director
Financial services audiences we reach
An impact-driving financial services market research company starts off with speaking to the right people. The NewtonX Knowledge Graph finds the professionals with the exact expertise to answer your financial services market research questions.
NewtonX utilizes cutting-edge technology and a vast network of industry professionals to identify and connect with the correct financial services market research audiences. Our team of experts conducts extensive research and analysis to ensure that we accurately identify the target audience for each project. We leverage our proprietary platform to access a vast network of industry professionals, enabling us to quickly reach decision-makers and subject matter experts within the financial services industry. Our in-house team of researchers then conducts extensive interviews and surveys to gather insights and feedback from these individuals, ensuring that our clients receive accurate and relevant market research data. With NewtonX, clients can be confident that they are receiving the highest quality financial services market research available. Here are just a few examples:
Startup founders
FinTech experts
Crypto experts
Financial advisors
Wealth managers
Cybersecurity professionals
Payment solutions decision-makers
Insurance brokers
IT decision-makers
Product managers
Blockchain experts
Business owners
C-suite executives
HR decision-makers
Our financial services market research company expertise delivers data you can trust
Fortune 500 enterprises to top consultancies, financial institutions, and leading market research firms choose us as their financial services market research company.
97%
of client requests are fully feasible
140
industries & counting reached by our search
100%
verified samples
5+
quality check process
How NewtonX delivers business-critical financial services market research data
Data is modern currency, but too often, we’re limited to recycled or flawed sources. Data plays a pivotal role in carving out a competitive advantage, but so much of the data typically collected isn’t actually useful. 30-40% of data sold today is thrown away, and upwards of 50% of research timelines are spent questioning the validity of samples and parsing out the truth from the noise.
With NewtonX custom recruiting and multi-step verification, you’ll spend less time as an arbiter of truth and more time using high-quality data from verified professionals to solve key business questions. We’re the only B2B financial services research company that’s developed proprietary market research technology that keeps up with the pace of innovation.
NewtonX will partner with you on your financial services market research needs, whether you are evaluating new markets, developing personas, tracking brand health, or investigating marketplace trends. As a full-service B2B market research firm, NewtonX can help you with any part of the research process—from strategy to execution to analysis—and with a variety of research methods, including qualitative, quantitative, and blended approaches.
With the NewtonX Knowledge Graph, we’ll find the best minds that you can tap for expertise and leverage to inform your decisions. Our 100% verification means that you get high-quality data you and your stakeholders can trust. And with our open network of 1.1 billion professionals across countries and industries, we can source relevant insights that help you minimize risk and maximize profit.
What is financial services market research
Informed Decision Making
Financial services market research is the process of gathering and analyzing data about the financial industry and its customers to inform business decisions. This type of research can encompass a wide range of topics, including consumer behavior, market trends, product development, and competitive analysis. Financial services market research is essential for financial institutions to make informed decisions about product development and marketing strategies. It allows companies to gain valuable insights into customer preferences, behaviors, and attitudes, enabling them to develop solutions that meet the evolving needs of their target audience. By conducting financial services market research, companies can stay ahead of the competition, remain agile in a rapidly evolving marketplace, and deliver solutions that resonate with their customers.
The importance of conducting financial services market research
Emerging Market Opportunities
Financial services market research is crucial to understanding the constantly evolving world of finance. With the increasing globalization of markets and the rapid pace of technological innovation, financial institutions must stay on top of market trends and emerging opportunities to remain competitive. By conducting financial services market research, organizations can stay abreast of industry trends, gain insights into customer preferences and behaviors, and identify potential risks and opportunities. Additionally, financial market research can help institutions make informed decisions about product development and marketing strategies, enabling them to develop innovative solutions that meet the evolving needs of their customers. In today’s fast-paced financial landscape, the importance of financial market research cannot be overstated, and those organizations that invest in a research partner such as NewtonX will be better positioned to succeed in the long run.
Asking market-sizing questions is part of the process of estimating the potential size of a market for a product or service. This information is vital in your go-to-market planning.
Building off the learnings of the report, we're hosting a 45-minute webinar to get to the bottom of what CFOs really think about the return and future of work.
This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Strictly Necessary Cookies
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.