Market Research for the Banking and Insurance SectorThe Key to Success
Banking and insurance institutions are revolutionizing their approach, adopting an increasingly customer-centric logic. Market research for the banking and insurance sector is at the heart of this transformation because it offers essential tools to understand customer needs and anticipate the dynamics of a constantly evolving market. The goal is to transform the large amount of data available on behaviors and preferences into lasting relationships and strategies aimed at maximizing the value of the portfolio.
These market surveys allow you to analyze in depth every aspect of the customer journey, for one or all contact channels, identify the levers to improve the customer experience, strengthen loyalty and optimize cross-selling opportunities. At the same time, they offer valuable insights to monitor employee motivation, or satisfaction with internal services, crucial elements to ensure strategic alignment and excellent service.
CFI Group Banking and Insurance Investigations
CFI Group conducts market research for the banking and insurance sector designed to provide a deep and strategic understanding of the dynamics experienced by clients in the financial market. Thanks to advanced methodologies, such as behavioral economics, predictive behavioral modeling, and thousands of annual interviews with end clients of financial advisors, private bankers, banks and insurers, our analyses help identify the levers to strengthen competitiveness.
With tools like the Finance Satisfaction Barometer, you can compare your bank/insurance performance with the market, discovering areas for improvement to increase customer satisfaction and loyalty. Surveys explore the needs of account holders, investors and insured, analyzing the purchase path and online/offline habits to optimize each interaction.
In addition to focusing on customers, CFI Group’s research also includes employee surveys, which are essential for strengthening human capital and improving internal services. Monitoring employee satisfaction, engagement, and perceptions allows you to identify internal growth opportunities and improve processes and the corporate climate.
Our tools
Mystery client
CAPI Investigations
CAWI Investigations
CATI Investigations
Focus group
Lost Customer Analysis
Why CFI Group Market Research is Essential for Banks and Insurance Companies
CFI Group market research provides strategic insights to deeply understand customers and optimize products, services and marketing strategies.
Evaluate customer satisfaction and improve customer experience in each individual branch or in the most critical contact channels
Measure network satisfaction with the services received from the headquarters, to improve the organization and offer better services to end customers
Designing tailored products and services to better meet customer needs
Uncover the hidden motivations behind the choices of customers and potential customers
Analyze brand perception compared to competitors and define improvement strategies
Understand why customers choose competitors and how to retain your customers
Conduct brand equity research to monitor awareness, loyalty and effectiveness of advertising campaigns
Conduct employee engagement and satisfaction surveys to strengthen the effectiveness of your company team