Decision-grade research for financial services. Banks, asset managers, insurers, payment networks, capital markets, fintechs and the professionals who service them.
What's different about FS research
Financial services buyers buy through committees. CFO, COO, CRO, compliance, legal, tech, and the line-of-business sponsor will all weigh in on a meaningful decision. Research has to capture all of them or it under-reads the decision.
FS sales cycles are also unusually relationship-driven. The "real" reason a deal moved or stalled is often a relationship factor that never makes it into the CRM. Third-party research has a disproportionate honesty premium in FS as a result.
Where we work in FS
- Banking and capital markets. Vendor selection on core systems, trading platforms, market data, analytics, and post-trade. M&A diligence on FS technology and infrastructure targets.
- Asset and wealth management. Customer research on advisor and end-investor segments, ICP work for B2B sellers to FS, distribution research.
- Insurance. Carrier-side and broker-side research, retention and churn, partnership decisions, embedded-insurance category work.
- Payments and embedded finance. GTM, partnership and competitive research for the platform layer and the merchants on top.
- Fintech. Series A–C research, ICP, willingness-to-pay, message testing, market sizing, alongside late-stage strategic work.
- Professional services to FS. Buyer research for accounting, advisory, consulting and audit firms serving FS clients.