Financial Services

FINANCIAL SERVICES

Engage directly with today’s savvy consumers to deliver insights, anticipate trends and outpace the competition

Engage directly with today’s savvy consumers to deliver insights, anticipate trends and outpace the competition

With tech giants introducing cryptocurrencies, chat services offering payment solutions, and the greatest wealth transfer in history underway, meeting the expectations of customers is more important now than ever before.

The pace of innovation in the financial services space continues to accelerate; navigating this evolution will separate the wheat from the chaff, and we can help you tap into opportunities and better understand the changing needs of your customers. Our proven approach ensures your firm is positioned to serve small businesses, attract the underbanked, appeal to Centennials, and compete against an onslaught of new entries from the tech sector.

Refine, improve, breakthrough

A financial services client was launching a new credit card focused on students and millennials. The client needed to confirm, from among 10 possible creative designs, which direct mail should go in-flight to maximize product adoption and card positioning.

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Retaining female investors

A financial advisory client believed that female investors were an underserved market and wanted to better understand their needs, challenges, expectations and reasons for choosing—or not choosing—a financial advisor.

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Payments of the future

Using our proprietary MoneyScreen solution, which benchmarks and tracks payment innovation across all aspects of the industry and provides access to well-profiled consumers for ongoing concept development and testing, we executed an ideation series. The series allowed us to pose a challenge to respondents to help generate ideas.

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AI Promises Lift in Card Spend, Travel & Leisure Partners

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Be ready for what the fast-changing market brings and what your customers demand