Financial services research asks people about money, trust and risk, so screening has to be precise and data handling has to be secure. Research and Metric runs financial services market research fieldwork for banks, insurers, wealth managers, fintech companies and the agencies that research for them.
From national customer trackers to interviews with high-net-worth investors, we deliver the sample your study needs and keep personal and financial details protected.
Who we reach in financial services
- Banking customers: current account, card, loan and mortgage holders, by provider and channel.
- Insurance buyers and switchers: home, motor, health and life policy holders.
- Investors and high-net-worth individuals: screened on investable assets and advisory relationships.
- Small business owners: business banking, payments and lending decision makers.
- Advisers and intermediaries: financial advisers, brokers and wealth managers.
- Fintech and app users: digital banking, payments and investing app users.
Research methods we run for financial services clients
- Online surveys for customer trackers and product tests.
- Specialist recruitment for affluent investors, advisers and business owners.
- In-depth interviews on customer journeys, switching and trust.
- CATI for small business and older customer samples.
- Weighting and tabulation so every tracker wave matches national targets.
Typical financial services research projects
- Customer satisfaction and net promoter trackers
- Insurance purchase and switching journey studies
- Wealth management and adviser selection interviews
- Concept and usability testing for banking apps
- Small business banking and payments research
How we protect data quality and security
Financial research needs the same care with data that your clients expect from their bank.
- Screening on products held, assets and recent activity, not self-description alone
- Personal and financial details kept under strict data protection controls
- Rim weighting with capped factors and documented efficiency for trackers
- GDPR, UK GDPR, CCPA and India DPDP-compliant data handling
Recent financial services projects
See this work in practice: high-net-worth investor interviews, weighting a national banking tracker and customer journey interviews for an insurance provider.
Why agencies choose Research and Metric for financial services fieldwork
- Precise screening on products, assets and activity
- Discreet recruitment of affluent and professional audiences
- Secure handling of personal and financial data
- Weighting and tables your analysts can trust
Frequently asked questions
Can you recruit high-net-worth individuals?
Yes. We use referral-based and specialist recruitment, screening on investable assets and advisory relationships, with discreet outreach and flexible interview formats.
How do you keep financial research data secure?
Personal and financial details are kept under strict access controls and handled in line with GDPR, UK GDPR, CCPA and India's DPDP Act.
Can you weight our tracker to national targets?
Yes. We agree targets with you, apply rim weighting with capped factors and report weighting efficiency for every wave.
Do you research small business banking customers?
Yes. We reach business owners and finance decision makers by telephone and online, with quotas by company size and sector.
