Comprehensive financial services research for Caribbean and Latin American markets. Banking, insurance, fintech, and customer experience intelligence.
Request Financial ResearchRetail banking, customer experience, and digital banking adoption
Life, health, and property insurance market research
Mobile payments, digital wallets, and financial technology adoption
High-net-worth research, investment preferences, and advisor studies
Consumer credit attitudes, lending behavior, and risk assessment
Branch audits, service quality, and competitive benchmarking
A regional bank planning a mobile banking upgrade engaged us to understand digital banking adoption barriers. Through surveys and focus groups, we identified key concerns around security, ease of use, and feature preferences across different customer segments. The insights informed their app redesign.
Yes, our mystery shoppers evaluate bank branches on customer service, product knowledge, sales processes, and wait times. We can benchmark against competitors and track performance over time.
Yes, we have experience recruiting affluent respondents for wealth management and private banking research. We use targeted recruitment approaches to reach this harder-to-access segment.
We research life, health, auto, and property insurance markets including customer satisfaction, claims experience, agent evaluations, and product development research.
Partner with financial research experts who understand Caribbean and LATAM markets.
Contact Financial Team