Industries

Financial Services Research

The greatest wealth transfer in history will see Gen X, Millennials and Gen Z inherit $84 trillion in assets over the next 20 years. That money will be saved and invested very differently in comparison to the last 20 years. The emergence of new financial technology – from blockchain to trading apps – is already revolutionizing public markets and the end-user experience, while money is also flooding into alternative asset classes, such as private credit. For financial services companies, that is creating an urgent need to adapt to meet rapidly evolving customer demand.

How research can help

Market research helps asset managers, investment banks, commercial banks, retail banks, fintech companies, financial brokers and insurance companies to understand the needs of their customer base, and how emerging technology, big trends in asset allocation and changing demographics are shaping expectations when it comes to innovation in financial products and services. For our financial services clients, that often includes the customer journey – who makes decisions, where they go for information, and who are trusted sources – and how to optimize value propositions for new products and concepts.

Our approach

It is challenging for market researchers to navigate complex, heavily regulated industries like financial services. Often, we are targeting a small universe of highly compensated or wealthy individuals who are unlikely to fill out an online survey. The breadth of financial product offerings and their complexity can also make it difficult for researchers to understand the nuances and dive down into the details. That is why it’s important to work with a research agency that truly understands the technical nuances of financial products, who the target audience is, and how to reach them. 

What we bring to every financial services research project:

Deep experience in financial services

Our team has experience in helping financial services companies to understand how to win competitive advantage.

An understanding of different financial services audiences

We have a network of financial services audiences, covering investment, retail, and merchant banks (including issuing and acquiring banks), credit unions, asset management firms, private equity and fintech companies.

Trusted by leaders in financial services to find answers to tough questions

We have delivered tangible insights that have shaped product launches, go-to-market strategies, brand development and acquisitions across banking, asset management, wealth management, and investment solutions.

Our industry experience

How we help our clients

Financial services audiences we engage with

Operations

  • Business owners and leaders

  • Risk/Compliance

  • Product

  • IT / Tech / Systems Integrators

  • Market analysts and consultants

  • Marketing

  • Strategy

  • Insurance & underwriting professionals

Investment professionals

  • Analysts

  • Asset managers

  • Wealth managers

  • Fund managers

  • Financial Advisors / Brokers (Series 6, 7, 63, 65, 66 and more)

  • Plan sponsors

  • Traders / Brokers

Consumers

  • Individual investors

  • Insurance policy holders

  • 401k participants

  • Retirees

Financial services expertise

Asset classes

  • Equities

  • Fixed income

  • Mutual funds

  • ETFs / bond ETFs

  • Private equity

  • Private credit

  • Hedge funds

  • Real estate

Technology and solutions

  • Trading software

  • Regulatory and compliance software

  • Data & analytics software

  • Risk management software

  • Fintech solutions

  • Portfolio reporting & analytics

Retail products

  • 401k retirement accounts

  • 403(b) retirement accounts

  • Pension plans

  • Traditional IRAs

  • Roth IRAs

  • Simple IRAs

  • Savings accounts

  • Brokerage accounts

  • 529s

  • HSAs

  • Insurance

    • Business insurance

    • Life insurance

    • Auto insurance

    • Home insurance

    • Health insurance

    • Disability insurance

  • Credit cards

  • Fuel cards

  • Wealth management

Talk to us about your financial services research needs today

Nik Werk, Managing Director
nik.werk@werkinsight.com
+1 (615) 236-6404

Nik Werk headshot

Adam Jones, Executive Director
adam.jones@werkinsight.com

Adam Jones headshot