Market Research and Strategy Consulting for Financial Services Industry

In the world of global financial services, disruption takes center stage. FinTech, pure digital banking, crypto exchanges, and discounted online brokers collectively challenge the status quo of more established players. As a trusted market research and strategy consultant for the financial servicies industry, we can help banks, insurance providers, wealth management firms and credit card brnads navigate this landscape, offering strategic insights to empower businesses during this era of transformative change.

In the digital age, building a successful brand remains consistent. Success comes from understanding what customers want, knowing what competitors offer, and keeping customers loyal.

At Agility Research and Strategy, we specialize in helping top financial companies navigate market changes. Our advanced market research answers key questions: What do customers want now? Which services are popular? How can your brand stay competitive? We don’t just provide insights; we offer practical marketing strategies 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


Our client, a global leader in banking and insurance, aimed to establish a robust brand strategy tailored to the affluent market—a new and lucrative target segment.


Leveraging our deep expertise in financial services, we closely collaborated with our client to develop innovative products and solutions specifically designed for affluent customers. Our comprehensive market research employed a combination of qualitative and quantitative methodologies, complemented by co-creation workshops and action planning sessions.


Within the fiscal year following the launch of the new strategy, our client achieved a multi-million-dollar increase in top-line revenue. They forged a strong connection with the affluent segment, expanding their reach into six key Asian markets.

Navigating Financial Services with Market Research-Driven Strategies

In today’s dynamic and competitive financial services landscape, financial services firms encounter a plethora of challenges and opportunities when targeting the highly sought after affluent and HNW consumer segment. To thrive in this complex environment, it is crucial to have a deep understanding of the market, customer needs, and emerging trends. This is where market research-driven strategies come into play.

The Role of Market Research in Financial Services

Market research is the systematic process of collecting, analyzing, and interpreting information about the market and its participants. It provides financial services firms with valuable insights into:

  • Understanding the specific needs and preferences of target customers is essential for developing products and services that resonate with them.
  • Identifying emerging trends and untapped opportunities can help businesses stay ahead of the competition and capitalize on new market segments.
  • Assessing the competitive landscape allows businesses to differentiate themselves and position their offerings effectively.
  • Staying informed about regulatory changes is crucial for ensuring compliance and avoiding potential risks.

Benefits of Market Research-Driven Strategies

By incorporating market research into their decision-making processes, financial services firms can reap a multitude of benefits, including:

  • Data-driven insights that inform strategic decisions, leading to improved product development, marketing campaigns, and customer acquisition strategies.
  • Reduced risk, as understanding the market and customer needs enables businesses to mitigate risks associated with new product launches, market expansion, and changes in consumer behavior.
  • Increased ROI in market research, helping businesses identify the most profitable market segments, optimize their marketing efforts, and ultimately maximize their return on investment.
  • Improved customer satisfaction, as understanding customer needs and preferences allows businesses to tailor their products, services, and customer interactions to deliver a superior customer experience.

How Agility Research & Strategy Can Help

Our data and insights services provide financial services firms with the tools and expertise needed to navigate the financial services landscape effectively. We offer a comprehensive suite of services, including:

  • Conducting primary and secondary research to gather data on market trends, customer behavior, and competitive landscapes.
  • Using advanced analytics techniques to extract meaningful insights from data, transforming it into actionable information.
  • Providing expert consulting services to help businesses apply market research findings to their strategic planning and decision-making.
  • Offering training programs to help businesses and affluent consumers develop the skills and knowledge needed to conduct market research and leverage data effectively.

Partner with Us for Success

In today’s data-driven world, market research is no longer a luxury but a necessity for financial services firms who want to succeed in the financial services industry. Our data and insights services can provide you with the tools and expertise needed to make informed decisions, navigate challenges, and seize opportunities.

Contact us today to learn more about how we can help you achieve your business goals.