Financial Services

Market Research

Financial Services

As financial services researchers we serve as project managers on research projects providing informed and insightful expert advice for customer initiatives based on solid research practice. As industry experts with backgrounds in banking Market Directions has a keen understanding of financial markets and investment instruments. Our researchers speak the same language as, CFO’s, branch managers, loan officers and investment brokers.

Over the past 20+ years Market Directions has interviewed thousands of financial retail customers, brokers and investment managers. We have worked with a wide range of financial services companies:

  • Banking—Retail and Business Customers
  • Broker/Dealers
  • Investment Firms
  • Money Market Managers

Market Directions has the capabilities to handle research initiatives of any size, scope and complexity.

Trusted Partner

We become a true partner and trusted adviser for our financial service clients:

We are dedicated, collaborative and consistent in handling all aspects of the financial services sector market research process.
We immerse ourselves in our clients’ brands, markets and business situations.
We work closely with key personnel, holding frequent information and formal progress reviews.

How We Make It Work

We assist you by listening and focusing on your goals
We evaluate the current data, examine problems and bring critical insight.
We recognize when you need more information and suggest methods and strategies for further research.

Our Client’s Results

Our clients become customer focused because they discovered the “who, what, when, where, why and how of customer behavior.
Our clients respond confidently and effectively to changes in their competitive environment
Our clients implement new products and features based on sound data collect.
Our clients implement better customer service based on insights.

Download Financial Services Market Research Studies