Financial Services Research
Expert market research for banking, insurance, and fintech sectors. Understanding customers and markets across Caribbean, Latin American, and North American financial services.
Financial Services Research Areas
Banking Research
Customer satisfaction, branch experience, digital banking adoption, and competitive positioning.
- • Customer experience
- • Product development
- • Branch optimization
Insurance Research
Policyholder insights, claims experience, product needs, and distribution channel effectiveness.
- • Customer journey
- • Claims satisfaction
- • Agent research
Fintech Research
Digital payment adoption, mobile banking, cryptocurrency awareness, and fintech competition.
- • Digital adoption
- • Mobile payments
- • Fintech awareness
Customer Experience
NPS tracking, customer effort measurement, touchpoint evaluation, and service quality.
- • NPS programs
- • Mystery shopping
- • Journey mapping
Financial Inclusion
Unbanked/underbanked research, informal financial behaviors, and inclusive product design.
- • Access barriers
- • Informal finance
- • Inclusive products
Wealth Management
High-net-worth research, investment preferences, and wealth advisor effectiveness.
- • HNW insights
- • Investment behavior
- • Advisor research
Frequently Asked Questions
What is financial services market research?
Financial services market research studies banking, insurance, investment, and fintech sectors including customer needs, product adoption, service quality, and competitive dynamics. Hope Research Group conducts financial services research across Caribbean and Latin American markets.
What research methods work best for financial services?
Financial services research uses customer satisfaction surveys, mystery shopping, brand tracking, product concept testing, segmentation studies, and qualitative research on financial behaviors. Digital analytics and transactional data analysis complement primary research.
How do you research fintech adoption?
Fintech research explores digital banking adoption, mobile payment usage, cryptocurrency awareness, and barriers to digital financial services. Methods include surveys, usage tracking, and qualitative research on technology attitudes among Caribbean and LATAM consumers.
What customer experience metrics matter in banking?
Key banking CX metrics include Net Promoter Score (NPS), Customer Satisfaction (CSAT), Customer Effort Score (CES), branch/digital channel satisfaction, complaint resolution, and likelihood to recommend. Mystery shopping evaluates service delivery at touchpoints.
How is financial inclusion researched in Caribbean markets?
Financial inclusion research studies the unbanked and underbanked populations, barriers to formal financial services, informal financial behaviors, and opportunities for inclusive products. This is particularly important in Caribbean and LATAM markets with significant unbanked populations.
Need Financial Services Research?
Partner with HRG for expert banking, insurance, and fintech research across Caribbean, Latin American, and North American markets.