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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:
How to meet customer needs
- What are the needs and pain points of our target audiences?
- What products, features, and services do our customers truly value?
- What does the customer journey and experience look like with our organization?
How the brand is perceived
- Are decision-makers aware of our brand, products, and services? How do we benchmark against our competitors?
- How do we differentiate our products and services through our positioning?
- How is our brand reputation trending over time?
- How do we effectively communicate our unique selling proposition through a marketing campaign?
How to capture more revenue
- What features and innovations would encourage increased use of our tools and services?
- How do we increase customer acquisition and retention?
- What demographics are underserved, and how can we better cater to them?
- How can we tap into new markets? What opportunities and blockers are there?
How to hire and retain the right talent
- 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 industry trends and shifts to expect
- How can we incorporate ESG into our strategies and practices?
- What new technologies are emerging and how will they change the way our industry does business?
- How can we apply tech such as blockchain and AI/ML to our own organization? What opportunities should we invest in?
- What new payment channels or types, such as cryptocurrency, should we accommodate?
- What changes can we anticipate in data privacy and transparency expectations?
- How are certain signals of economic well-being trending?
- What opportunities do workforce shifts, such as the growth of gig work, present to the industry?
NewtonX helps industry innovators turn inquiry into impact.
Financial Services Competitive Intelligence with 15 Fortune 1000 CFOs
We used Custom Recruiting to identify the CFOs who could provide the insights about payments managed services our client needed.
Why Fortune Trusts NewtonX to Gather Executive Insights
For the second year in a row, Fortune relied on NewtonX to answer their most burning questions about the economy.
How we helped a top financial services company measure advertising effectiveness among its target audience
Insights from our data enabled our client to better identify the target audience for their advertisements.
How NewtonX helped a top financial services company enter the US fleet industry market
Our financial services client was looking to expand. Our research helped them understand the pain points and consumer needs across the target market.
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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
The importance of conducting financial services market research
Resources
Market-Sizing Questions: Frameworks for Estimating Market Demand
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.
[Webinar Replay] NewtonX Current: What CFOs really think about the future of work
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.
How a full-service B2B research provider can give you valuable business insights
Working with a full-service B2B research provider can help you make confident decisions based on solid business insights.
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