FMR Global Research

Case studies:

Investments / Finance / Banking

Explore new market opportunities

The study aimed to identify perceptions, willingness to invest, and main barriers in the cryptocurrency market across the US, FR, DE, and CH. Conducted via a 7-day online community with 50-70 participants per country, it explored in-depth perceptions and behavior. The results highlighted unaddressed needs, security concerns, and information gaps, creating personas of crypto users to understand their needs and fears. Key takeaways included a comprehensive overview of market perceptions, drivers, barriers, and opportunities for different personas.

Concept testing of new financial product

The study aimed to understand attitudes and behaviors towards financial products, identifying unmet needs and desired features for a new product. Utilizing focus groups and online questionnaires, it gathered insights into drivers, barriers, and criteria for choosing financial products among users of credit cards, overdrafts, and debit cards. The results offered an in-depth evaluation of the proposed concept, its benefits, drawbacks, and areas for improvement. Key takeaways included recommendations for product improvements and communication strategies to leverage these insights.

Concept testing of sustainable banking products

The study explored the potential of sustainable banking products to meet the unmet needs of B2B and B2C clients and their differentiation in the market. Using in-depth interviews and focus groups, it gathered insights on sustainability definitions, actions, drivers, and barriers. The results highlighted main needs and pain points related to sustainability, perceptions of the banking landscape, and the relevance of evaluated concepts. Key takeaways included a thorough understanding of sustainability needs and recommendations for relevant concepts and improvement areas.

Customer Satisfaction – Personal Banking

The study aimed to explore customer interactions with personal banking services, measuring satisfaction, loyalty, and identifying strengths and weaknesses to reduce attrition risk. Using quantitative CATI, it focused on customers with specific financial criteria. The results identified awareness, usage, and satisfaction levels with various bank products and services. Key takeaways included understanding main KPIs, identifying positives and challenges, and providing recommendations to better address customer needs.

Bank Image Campaign Evaluation

The study aimed to identify the views and expectations of the general population towards becoming prosumers in four EU countries using online questionnaires. It uncovered interest in government green energy programs and revealed that rising energy prices and regional factors drive the desire for energy independence. Key takeaways included creating guides to help individuals become prosumers and using the results for advocacy to support renewable energy incentives.

Web Journey

The study aimed to understand the web lead journey and market prospects for a major insurance client using quantitative mixed-mode CATI and CAWI interviews. It involved 350 respondents segmented by their conversion status after filling a lead form. Key results identified awareness sources, decision-making processes, lead form experiences, acquisition triggers, and client usage evaluations. The study provided a complete customer journey map, insights into information sources, and motivating factors influencing decisions across all segments.

Social responsibility potential- INSURANCE

The study aimed to understand the potential of a social responsibility campaign related to pensions for a major insurance client, using quantitative CAWI interviews with 612 respondents plus 70 who contributed to Pillar III. It focused on prosocial behavior, perceptions of pensions in Romania, private pensions (Pillar III), relationships with financial institutions, and information sources. Key takeaways recommended increasing the notoriety of Pillar III, educating the population about post-60 challenges, emphasizing tax reductions, and associating the campaign with impactful social causes.

FMR Global Health is the health research arm of FMR Global Research

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