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solve your challenges

Market Positioning
Market Positioning

We will identify table stakes and need gaps in your category to develop a distinct positioning strategy

Product Innovation
Product Innovation

We will extract actionable insights to enable you develop innovative financial solutions for your customers

Brand Health
Brand Health

We will track your brand equity in competitive landscape among your target segments to drive brand preference and deliver leading indicators to market performance

Segmentation
Segmentation

We will define distinct consumer segments for your product and recommend communication strategy for each persona

Campaign Impact
Campaign Impact

We will track your integrated campaigns and provide actionable insights for real-time optimization

How we're different
How we're different

Tap into millions of consumers Extensive coverage including thousands of forums, videos, message boards, review sites, chat rooms, and social platforms dedicated to financial discussions to deliver actionable insights

Focus on your target segments Get insights from your target segments including consumers, financial advisors and business decision-makers

Discover insights Understand consumer perception and get actionable insights without limiting them to questionnaires and discussion guides

see real results
see real results

Client launched a new credit card with membership features such as celebrity chef restaurant tie-ups and more points per dollar spent on fine-dining, and highlighted these features in their communication strategy

  • Business Challenge: A financial services company wanted to launch a new personal credit card for affluent business travelers. The key challenge was to identify and define consumer segment for the credit card and develop a communication strategy for the launch.
  • Business Result: Ethnography research defined an “experience seekers” segment that demonstrated high involvement with travel planning. We further identified food, led by experimental dining and experiencing local cuisine, was their top spend. Based on the study insights, client launched the card with membership features such as celebrity chef restaurant tie-ups and more points per dollar spent on fine-dining, and highlighted these features in their communication strategy.

Actionable insights from our study helped the client take corrective action with their call center support and launched an on-site support program for Middle Market customers, positively impacting their CSAT score considerably within two quarters

see real results
  • Business Challenge: A major national bank wanted to position itself as the payment platform of choice for Middle Market ($20MM-$500MM) businesses.
  • Business Result: Analyzing the conversations among financial decision markers in Middle Market companies revealed that customer service, primarily driven by after sales service, was their biggest pain point. Further deep dive analysis uncovered that lack of responsiveness and personalized attention to customer's need were the key concerns. Our client used these insights to take corrective action with their call center support and launched an on-site support program for Middle Market customers, increasing their CSAT score considerably among Middle Market customers within two quarters.