Financial Services

The financial services industry is at a crossroads, with FinTech, digital banking, crypto exchanges, and low-cost online brokers redefining the landscape. As trusted consultants, we equip banks, insurers, wealth management firms, and credit card brands with actionable insights to navigate disruption and seize opportunities. Together, we help your business thrive in this era of transformative change.

Success in today’s financial landscape hinges on understanding customer needs, staying ahead of competitors, and fostering loyalty.

At Agility Research & Strategy, we empower leading financial institutions to navigate market shifts. Through advanced market research, we answer critical questions: What do customers value most? Which services are in demand? How can your brand stay competitive? Beyond insights, we deliver actionable marketing strategies tailored for banks, asset managers, wealth managers, and insurance firms.

Our Approach:

  1. Uncover the needs and motivations driving your target audience.
  2. Create better products and services than your competitors.
  3. Customize your products and services thoroughly.
  4. Plan strategically for increased market share.
Case Study:

Forging a Path to Affluent Customer Success

Objective

Our client, a global leader in banking and insurance, sought to establish a robust brand strategy targeting the affluent market—a highly lucrative and untapped segment.

Approach

Drawing on our deep expertise in financial services, we collaborated closely with the client to design innovative products and solutions tailored to affluent customers. Our comprehensive market research combined qualitative and quantitative methodologies, supported by co-creation workshops and action planning sessions to ensure actionable outcomes.

Impact

Within the first fiscal year of implementing the new strategy, the client achieved a multi-million-dollar increase in top-line revenue. They successfully built a strong connection with the affluent segment, extending their reach into six key Asian markets.

Navigating Financial Services with Market Research-Driven Strategies

In the competitive world of financial services, targeting affluent and HNW consumers requires a deep understanding of market dynamics, customer needs, and emerging trends. Market research-driven strategies are key to thriving in this complex environment.

Insights-Driven Strategies

Incorporating research into decision-making delivers:

  • Data-driven insights for better product development and marketing strategies.
  • Reduced risks in launching products or entering new markets.
  • Optimized ROI by identifying profitable segments and enhancing customer acquisition.
  • Improved satisfaction through personalized customer experiences.

How We Can Help

We offer comprehensive services to empower financial services firms, including:

  • Conducting in-depth research on market trends and customer behavior.
  • Using advanced analytics to transform data into actionable insights.
  • Expert consulting to integrate research findings into strategic planning.

Market research is no longer optional—it’s essential for success. Contact us to explore how our data-driven strategies can help you achieve your business goals.

Facing a business challenge? Schedule a confidential discussion with our consultants today.