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Industry Solution

Financial Services

Consumer intelligence for banking, insurance, and wealth management

Navigate the financial services landscape with confidence. From retail banking CX to wealth management positioning, globainsight provides the intelligence financial institutions need to build trust, drive loyalty, and launch winning products.

180+
FS clients globally
+28pts
Avg. NPS improvement
90+
Markets with FS panels
300+
Compliance projects/yr
Key Challenges We Solve

Customer Trust & Loyalty

Measure and improve trust, NPS, and loyalty across all touchpoints from acquisition through servicing and retention.

Regulatory & Compliance Research

Conduct CSAT and complaints analysis that meets FCA, GDPR, and local regulatory requirements for consumer duty reporting.

Digital Adoption

Understand barriers to digital channel adoption and the CX drivers that move customers from branch to app.

Brand Differentiation

Track brand equity and positioning across a crowded, trust-dependent category โ€” identifying white space opportunities.

Capabilities
NPS & CX measurementRegulatory researchBrand trackingCustomer journey mappingChurn predictionDigital experience researchWealth management panelsFinTech benchmark studies
Trusted by Leading Brands
FinServ Group
InsureCo
WealthBank
NeoBankX
InsurTech Ltd
Credit Corp

Built for Financial Services

Speak with one of our industry specialists to design the right research program for your category.