{"id":4505,"date":"2023-12-18T15:57:17","date_gmt":"2023-12-18T15:57:17","guid":{"rendered":"https:\/\/leger360.com\/?page_id=4505"},"modified":"2025-11-25T14:51:15","modified_gmt":"2025-11-25T19:51:15","slug":"finance","status":"publish","type":"page","link":"https:\/\/leger360.com\/en\/finance\/","title":{"rendered":"Finance"},"content":{"rendered":"

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Financial Services Sector<\/p>\n

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Invest in strategies that <\/span>deliver<\/span><\/h1>\n

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Deliver on your strategies through the power of our insights.<\/p>\n

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Leverage data, insights, and strategic consulting<\/span> tailored for the Financial Services Sector<\/span><\/h2>\n

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<\/span><\/p>\n

At Leger, we’re proud of our collaboration with financial services providers thanks to our extensive panel of respondents.<\/span><\/p>\n

Supported by our 500,000+ panel of respondents, our insights go from coast-to-coast-to-coast. We excel at reaching not just the general population, but also niche groups that important to the Financial Services Sector, such as: sector employees, brand-specific clients\/members, young people, newcomers, and business leaders.<\/p>\n

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See how we helped Vancity identify the offers and features that resonate most with potential members.<\/span><\/p>\n

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Strategic data, m<\/span>easurable <\/span>results<\/span><\/h2>\n

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Our team of research experts and consulting partners offer expertise that spans:<\/span><\/p>\n

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Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Customer acquisition” icon_color=”#ED1C24″ toggle_icon=”L||divi||400″ use_icon_font_size=”on” icon_font_size=”30px” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

Capture the interest of all audience types through a strong brand and powerful service offering.<\/span> <\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Community collaboration” icon_color=”#ED1C24″ toggle_icon=”L||divi||400″ use_icon_font_size=”on” icon_font_size=”30px” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” closed_toggle_font_size=”18px” open=”off”]<\/p>\n

Improve customer experience <\/a>by gaining deeper insight into the customer journey\u2014enabling you to optimize engagement and boost conversion.<\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Loyalty and relationship growth” icon_color=”#ED1C24″ toggle_icon=”L||divi||400″ use_icon_font_size=”on” icon_font_size=”30px” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

Strengthen loyalty and grow share of wallet by delivering timely, personalized, and relevant financial solutions that meet your clients\u2019 evolving needs.<\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Segmentation” icon_color=”#ED1C24″ toggle_icon=”L||divi||400″ use_icon_font_size=”on” icon_font_size=”30px” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

Understand your target audience across generations and levels of wealth (mass, mass affluent, and wealthy) to better tailor your messaging.<\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Message testing” icon_color=”#ED1C24″ toggle_icon=”L||divi||400″ use_icon_font_size=”on” icon_font_size=”30px” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

Test promotional offers, new features, rewards and ad creatives to see what people find most appealing before you launch new initiatives. For an innovative approach, Cube AI<\/a> is available to take message and concept testing to the next level.<\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Innovation” icon_color=”#ED1C24″ toggle_icon=”L||divi||400″ use_icon_font_size=”on” icon_font_size=”30px” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

Leverage consumer, influencer, and AI insights to propel your brand forward with IDEAvate360<\/a>, our proprietary innovation solution that helps <\/span>you<\/span> future<\/span>–<\/span>proof your products and stand out.<\/span><\/p>\n

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What makes us different<\/span>?<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|off|off” _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][dsm_image_accordion image_accordion_animation=”push_right” image_accordion_animation_sequence=”on” disabled_on=”off|off|off” _builder_version=”4.27.4″ _module_preset=”default” border_color_all=”RGBA(255,255,255,0)” global_colors_info=”{}”][dsm_image_accordion_child expanded_item=”on” image_accordion_src=”https:\/\/leger360.com\/wp-content\/uploads\/2024\/01\/DEDICATED-EXPERTS.jpeg” title_text=”business hand showing creative business strategy with light bulb as concept” image_accordion_title=” Dedicated experts with cross-category expertise” image_accordion_desc=”Our team brings proven experience across B2C and B2B banking, mortgages, payment solutions, RRSPs, investments, and insurance. We also support clients with public-facing reporting, data and systems integration, OKR development and tracking, and both enterprise-wide and Line-of-Business strategies.
\n” ia_align_horizontal=”left” ia_align_vertical=”bottom” overlay_content_padding=”10px|10px|10px||false|false” overlay_color=”rgba(46,46,48,0.6)” _builder_version=”4.27.4″ _dynamic_attributes=”ia_button_link” _module_preset=”default” title_level=”h3″ title_font_size=”28px” desc_font_size=”16px” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_border_color=”RGBA(255,255,255,0)” button_use_icon=”on” button_icon=”$||divi||400″ button_icon_color=”#ED1C24″ button_on_hover=”off” button_custom_padding=”||||false|false” button_custom_padding_tablet=”||||false|false” button_custom_padding_phone=”||||false|false” button_custom_padding_last_edited=”on|desktop” custom_margin=”|25px|||false|false” custom_padding=”|95px|15px|35px|false|false” border_radii=”on|25px|25px|25px|25px” border_color_all=”#FFFFFF” global_colors_info=”{}” button_bg_color__hover=”RGBA(255,255,255,0)” button_bg_color__hover_enabled=”on|hover”][\/dsm_image_accordion_child][dsm_image_accordion_child image_accordion_src=”https:\/\/leger360.com\/wp-content\/uploads\/2023\/12\/finance-hard-to-reach-person.jpg” image_accordion_title=”Access hard-to-reach audiences” image_accordion_desc=”Dig deep with hard-to-reach populations to get the insights you need. We can help you reach high income earners, young people, new immigrants, and more.
\n” ia_align_horizontal=”left” ia_align_vertical=”bottom” overlay_content_padding=”10px|10px|10px||false|false” overlay_color=”rgba(46,46,48,0.75)” _builder_version=”4.24.2″ _module_preset=”default” title_level=”h3″ title_font_size=”28px” desc_font_size=”16px” custom_margin=”|25px|||false|false” custom_padding=”|95px|15px|35px|false|false” border_radii=”on|25px|25px|25px|25px” border_color_all=”#FFFFFF” global_colors_info=”{}”][\/dsm_image_accordion_child][dsm_image_accordion_child image_accordion_src=”https:\/\/leger360.com\/wp-content\/uploads\/2024\/01\/20240114-Website-Homepage-Hero-center-image.png” title_text=”20240114-Website-Homepage-Hero center image” image_accordion_title=”Specialized studies” image_accordion_desc=”Explore how Gen Z and Millennials approach their finances, spending and life goals with our Youth Study, track how your brand and your competitors are perceived with Reputation and better understand the Canadian experience in our Newcomer Study. ” show_ia_button=”on” ia_button_text=”Learn more” ia_button_link=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM1NTciLCJlbmFibGVfaHRtbCI6Im9mZiJ9fQ==@” ia_button_link_target=”1″ ia_align_horizontal=”left” ia_align_vertical=”bottom” overlay_content_padding=”10px|10px|10px||false|false” overlay_color=”rgba(46,46,48,0.6)” _builder_version=”4.27.4″ _dynamic_attributes=”ia_button_link,link_option_url” _module_preset=”default” title_level=”h3″ title_font_size=”28px” desc_font_size=”16px” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_border_color=”RGBA(255,255,255,0)” button_use_icon=”on” button_icon=”$||divi||400″ button_icon_color=”#ED1C24″ button_on_hover=”off” button_custom_padding=”||||false|false” button_custom_padding_tablet=”||||false|false” button_custom_padding_phone=”||||false|false” button_custom_padding_last_edited=”on|desktop” custom_margin=”|25px|||false|false” custom_padding=”|95px|15px|35px|false|false” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM1NTciLCJlbmFibGVfaHRtbCI6Im9mZiJ9fQ==@” border_radii=”on|25px|25px|25px|25px” border_color_all=”#FFFFFF” global_colors_info=”{}” button_bg_color__hover=”RGBA(255,255,255,0)” button_bg_color__hover_enabled=”on|hover”][\/dsm_image_accordion_child][dsm_image_accordion_child image_accordion_src=”https:\/\/leger360.com\/wp-content\/uploads\/2023\/12\/north-american-tracker.jpg” image_accordion_title=” North American Tracker” image_accordion_desc=”We maintain a constant pulse on the state of the economy with our LEO panel made up of 500,000+ members. Each month, we track how North Americans feel about their personal finances and the economic situation, using the insights to inform our research.
\n” show_ia_button=”on” ia_button_text=”View insights” ia_button_link=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjMyMDkiLCJlbmFibGVfaHRtbCI6Im9mZiJ9fQ==@” ia_button_link_target=”1″ ia_align_horizontal=”left” ia_align_vertical=”bottom” overlay_content_padding=”10px|10px|10px||false|false” overlay_color=”rgba(46,46,48,0.6)” _builder_version=”4.27.0″ _dynamic_attributes=”ia_button_link” _module_preset=”default” title_level=”h3″ title_font_size=”28px” desc_font_size=”16px” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_border_color=”RGBA(255,255,255,0)” button_use_icon=”on” button_icon=”$||divi||400″ button_icon_color=”#ED1C24″ button_on_hover=”off” button_custom_padding=”||||false|false” button_custom_padding_tablet=”||||false|false” button_custom_padding_phone=”||||false|false” button_custom_padding_last_edited=”on|desktop” custom_margin=”|25px|||false|false” custom_padding=”|95px|15px|35px|false|false” border_radii=”on|25px|25px|25px|25px” border_color_all=”#FFFFFF” global_colors_info=”{}” button_bg_color__hover=”RGBA(255,255,255,0)” button_bg_color__hover_enabled=”on|hover”][\/dsm_image_accordion_child][\/dsm_image_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” background_color=”#2E2E30″ locked=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” background_enable_image=”off” background_position=”top_center” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_text_align=”center” header_2_font=”Aptos||||||||” header_2_text_align=”center” header_2_text_color=”#FFFFFF” header_2_font_size=”50px” custom_margin=”10px||20px||false|false” header_font_size_tablet=”” header_font_size_phone=”40px” header_font_size_last_edited=”on|phone” header_2_font_size_tablet=”50px” header_2_font_size_phone=”36px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Deepen your knowledge to expand your potential<\/span><\/h2>\n

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Explore financial services sector solutions that will resonate with your audience and stakeholders.<\/span><\/p>\n

[\/et_pb_text][et_pb_button button_text=”Speak with an expert” button_alignment=”center” module_class=”hs-cta-trigger-button hs-cta-trigger-button-152654486603″ _builder_version=”4.24.1″ _module_preset=”default” button_text_color=”#FFFFFF” button_bg_color=”#ED1C24″ button_border_color=”#ED1C24″ button_icon_color=”#FFFFFF” custom_margin=”|||5px|false|false” custom_margin_tablet=”||30px||false|false” custom_margin_phone=”||30px||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”10px|30px|10px|15px|false|false” custom_padding_tablet=”10px|30px|10px|15px|false|false” custom_padding_phone=”10px|30px|10px|15px|false|false” custom_padding_last_edited=”on|desktop” locked=”off” global_colors_info=”{}” button_custom_margin_tablet=”0px||||false|false” button_custom_margin_phone=”0px||||false|false” button_custom_margin_last_edited=”on|desktop” button_bg_color__hover=”#C8E1F4″ button_bg_enable_color__hover=”on” transform_styles__hover_enabled=”off|desktop” transform_scale__hover_enabled=”off|desktop” transform_translate__hover_enabled=”off|desktop” transform_rotate__hover_enabled=”off|desktop” transform_skew__hover_enabled=”off|desktop” transform_origin__hover_enabled=”off|desktop” button_border_color__hover=”#C8E1F4″ button_text_color__hover=”#000000″][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

Financial Services SectorInvest in strategies that deliverDeliver on your strategies through the power of our insights.Leverage data, insights, and strategic consulting tailored for the Financial Services Sector

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Trusted Insights for North American Financial Institutions<\/h4>\n\t\t\t\t\t\n\t\t\t\t\t
At Leger, we’re proud of our collaboration with financial services providers thanks to our extensive panel of respondents. Supported by our 500,000+ panel of respondents, our insights go from coast-to-coast-to-coast. We excel at reaching not just the general population, but also niche groups that important to the Financial Services Sector, such as: sector employees, brand-specific clients\/members, young people, newcomers, and business leaders.<\/div>\n\t\t\t\t\t\n\t\t\t\t<\/div>\n\t\t\t\n\t\t\t\t<\/div>\n\t\t\t<\/div>
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”Vancity<\/h4>\n\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","inline_featured_image":false,"footnotes":""},"class_list":["post-4505","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nFinance Research - Leger<\/title>\n<meta name=\"description\" content=\"Leverage Leger\u2019s finance expertise to attract, retain, and support customers throughout their financial journey.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/leger360.com\/en\/finance\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Finance\" \/>\n<meta property=\"og:description\" content=\"Leverage Leger\u2019s finance expertise to attract, retain, and support customers throughout their financial journey.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/leger360.com\/en\/finance\/\" \/>\n<meta property=\"og:site_name\" content=\"Leger\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/leger360\/\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-25T19:51:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/leger360.com\/wp-content\/uploads\/2024\/04\/leger-feature-img-home.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1354\" \/>\n\t<meta property=\"og:image:height\" content=\"872\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@leger360\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/leger360.com\\\/en\\\/finance\\\/\",\"url\":\"https:\\\/\\\/leger360.com\\\/en\\\/finance\\\/\",\"name\":\"Finance Research - 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