Industries
Fintech and Payments Research
The era of “move fast and break things” is over. Fintech and payments companies have matured into billion-dollar companies that are critical to the world’s financial infrastructure. Speed of innovation to remain competitive needs to be weighed against the rising cost of fraud and the prevalence of cyberattacks from sophisticated bad actors. To be successful, fintech and payments companies have to continue to make investments in their brand, the customer experience, and new products that meet the customer’s needs.
How research can help
In a highly regulated industry with a complex value-chain, fintech market research helps fintech companies, payments providers and credit card companies to understand emerging B2B customer demands, the customer journey, and their customer experience. This often involves testing new names, products and concepts to meet customers’ needs. Our clients also use brand awareness assessments and brand trackers to differentiate in a competitive fintech and payments market.
Our approach
It is challenging for market researchers to navigate complex, heavily regulated industries like fintech and payments. The subject matter is highly technical, requiring a deep familiarity of terminology and processes in technology and financial services. That is why it’s important to work with a B2B research agency that truly understands the technical nuances of fintech and payments, who the target audience is, and how to reach them.
What we bring to every fintech and payments research project:
Deep experience in fintech market research
Our team is experienced in helping fintech companies, payment providers and credit card companies to understand how to win competitive advantage. We have delivered over 50 full-service projects for different clients in the financial sector, including fintech and payments.
An understanding of different fintech and payments audiences
Our project team’s research has covered payment cards, payment acceptance and disbursement, fraud management and payment security, payment automation, and cross-border payment solutions.
Trusted by leaders in fintech and payments to find answers to tough questions
We have delivered tangible insights that have shaped product launches, go-to-market strategies, loyalty programs, brand development and acquisitions.
Our industry experience

How we help our clients
Customers & Decision-Making
Fintech and payments audiences that we reach
Operations
Business owners and leaders
Call-center / customer support supervisors
IT decision makers
o CTOs / CIOs / CFOs
o IT Directors / Manager
Marketing
Office managers
Product developers
Risk/Compliance
Strategy
Tech and payments professionals
Infrastructure Managers
IT consultants
Merchants
Security Analysts / Managers
Systems Architects
Payments processors
Product developers
Consumers
Credit card holders
General population
Small business owners
Sole proprietors
Fintech and payments expertise
Credit cards
Digital lending
Fuel cards
Mobile payments
Payment processing software
Insurtech
POS systems
Regtech
Roboadvisors
Wealthtech
Talk to us about your fintech and payments research needs today
Nik Werk, Managing Director
nik.werk@werkinsight.com
+1 (615) 236-6404
Adam Jones, Executive Director
adam.jones@werkinsight.com