Financial Services Sector

Invest in strategies that deliver

Deliver on your strategies through the power of our insights.

Leverage data, insights, and strategic consulting tailored for the Financial Services Sector

Trusted Insights for Canada’s Financial Institutions

At Leger, we’re proud of our collaboration with Canada’s financial services providers and of our in-house real-world sector expertise.

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.

Strategic data, measurable results

Our team of research experts and consulting partners offer expertise that spans:

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Customer acquisition

Capture the interest of all audience types through a strong brand and powerful service offering.

Community collaboration

Improve customer experience by gaining deeper insight into the customer journey—enabling you to optimize engagement and boost conversion.

Loyalty and relationship growth

Strengthen loyalty and grow share of wallet by delivering timely, personalized, and relevant financial solutions that meet your clients’ evolving needs.

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, rewards and ad creatives to see what people find most appealing before you launch new initiatives. For an innovative approach, Cube AI is available to take message and concept testing to the next level.

Innovation

Leverage consumer, influencer, and AI insights to propel your brand forward with IDEAvate360, our proprietary innovation solution that helps you futureproof your products and stand out.

What makes us different?

Dedicated experts with cross-category expertise

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.

Access hard-to-reach audiences

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.

Specialized studies

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.

North American Tracker

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.

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 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.

Deepen your knowledge to expand your potential

Explore financial services sector solutions that will resonate with your audience and stakeholders.