Industry Expertise

market research for the
financial services industry

financial services

In just the past few years, the financial services industry has exploded with new ways to spend, save, invest, and manage money – leading to a competitive set that would have been unheard of just a few years ago.  One of the driving forces behind this intense competition is the digital advancement and increased financial technology. These forces are rapidly transforming the financial sector, and those who don’t have a pulse of consumers’ wants and needs will be at a disadvantage.

financial services

market research
questions we answer:

  • what are people’s preferred ways to pay and manage money and how do they differ by generation?
  • how effective is our advertising? Is the messaging clear and motivating?
  • how can we optimize our credit card loyalty program?
  • how can we expand our mobile wallet features?
  • are people using Buy Now. Pay Later services? And for what type of purchases?
  • as e-commerce continues to grow, where are opportunities for innovation and potential partnerships? 
  • what are the new features/products that motivate people to our brand?

accurate and

To get accurate and impactful results that can move the needle in this dynamic marketplace, you need an experienced financial services market research partner. C+R Research is trusted by leaders in the financial services industry because we keep up with the trends of the demands of the industry; our flexibility and nimbleness allow us to create the right research to answer the never- ending burning questions.

custom market
research solutions

Our goal

ensure you stay one step ahead, no matter how the industry evolves.

While we have a toolbox full of reliable qualitative and quantitative research tools, we never stop striving to discover new ways to deliver custom insights about the customers you have now (and want to keep) and the ones you want to win in the future.

We have kept up with how the industry has changed (and continues to do so), so we understand the need for faster, impactful insights. Our goal is to help you keep one step ahead no matter how the industry evolves.

take the next step

let’s discuss your upcoming project