Investments /Finance/ Banking
The financial services industry encompasses banks, credit and lending companies, as well as insurance providers, and insurance providers, all supported by essential technology services. At FMR Global Research, we empower large multinational brands with market research to help them maintain their competitive edge, manage risks, and make informed decisions in an ever-changing landscape. Our expertise spans insurance, reinsurance, risk management, and credit risk solutions, acquired by supporting some of the world’s leading brands.
Main Areas & Subjects
Our financial services market research spans investment management, corporate finance, and fintech, among others. We provide insights into banking, insurance, and risk management, helping you navigate an ever-evolving landscape with strategic intelligence.
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Investment Management
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Corporate Finance
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Personal Finance
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Fintech
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Financial Markets (stock market trends, bond markets)
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Life Insurance
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Property and Casualty Insurance
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Underwriting
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Reinsurance
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InsurTech
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Tax & Accounting
- Retail Banking
- Commercial Banking
- Digital Banking
- Banking Technology
- Business Loans
- Risk Management
- Sustainability and ESG
- Innovation and Technology (impact of AI, blockchain and big data)
- Payment solutions
Targets covered in Investments/ Finance/ Banking
Our research targets a comprehensive range of professionals in the finance and banking sectors, ensuring we cover every key role from analysis to management. We focus on understanding the needs and challenges faced by these crucial players to provide actionable insights.
- Investment Analyst
- Portfolio Manager
- Financial Analyst
- Risk Manager
- Private Banker
- Corporate Finance Manager
- Commercial Banker
- Financial Advisor
- Credit Analyst
- Quantitative Analyst
- Investment Banking Analyst
- Compliance Officer
- Investment Banker
- CFO
- Finance Manager
- Finance Director
- Financial Analyst
Case Studies
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 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 according to 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 awareness of Pillar III, educating the population about post-60 challenges, emphasizing tax reductions, and associating the campaign with impactful social causes.