Finance
Helping to improve financial health
Be the leader in your industry and guide your consumers on their financial journey.
Leverage tailored financial data and insights
Your customers need personalized guidance to achieve financial health and security.
They’re looking for the knowledge to make informed decisions, achieve financial stability, reduce stress, and attain a higher quality of life.
Our research experts specialize in delivering the data you need to craft tailored financial solutions for any stage of your consumers’ financial journey.
By understanding life stages and audience segments, we enable your brand to offer impactful, customized support, setting you apart and driving your success to new heights.
Some of our satisfied clients include Vancity, Payments Canada, and more.
Guide your customers to a better future
In addition to custom qualitative, quantitative, or hybrid research, some of our finance market research expertise you can leverage includes:
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Customer attraction and retention
Improve your customer experience to retain existing clients, reach new ones, and grow.
Segmentation
Understand your target audience across generations and levels of wealth (mass, mass affluent, and wealthy) to better tailor your messaging.
Message testing
Test promotional offers, new features, and rewards to see what people find most appealing before you launch new initiatives.
Innovation
Leverage consumer, influencer, and AI insights to propel your brand forward with IDEAvate360, our proprietary innovation solution that helps you future–proof your products and stand out.
What makes us different?
Dedicated experts with cross-category expertise
Access hard-to-reach audiences
Specialized studies
North American Tracker
Dedicated experts with cross-category expertise
We ensure your brand benefits from working with experts who deeply understand finance. Our expertise includes banking (B2C and B2B), mortgages, payment solutions, RRSPs, investments, insurance, and more.
Access hard to reach audiences
Dig deep with hard-to-reach populations to get the insights you need. We can help you reach your targets, no matter how niche.
Specialized studies
Explore Gen Z and millennials’ perspectives on their finances with the Youth study, understand how reputable you are with Reputation, and discover our in-depth Newcomers to Canada study, which will be released in 2024.
North American Tracker
We maintain a constant pulse on the state of the economy with our LEO panel made up of 400,000+ members. Each month, we track how North Americans feel about their personal finances and the economic situation, using the insights to inform our research.
Deepen your customer connections
Explore financial research solutions that will resonate with your audience.