Financial Services & Banking
Trust is the product. We measure how customers experience your branches, products and people, and what makes them stay.
- Branch mystery shopping
- Satisfaction and loyalty
- Retail and B2B
Research for financial services and banking
Banking, insurance and lending are sold on trust and delivered through people. A customer who waits too long at a counter, or is sold a product that does not fit, rarely complains. They simply move their money.
We measure that experience from the customer side: how satisfied they are, how loyal they feel, what they actually understand about the products they hold, and how your branches and staff compare with the bank down the road.
The research we run most often for banks and insurers
Six study types used across retail banking, NBFCs, insurance and financial products.
Customer satisfaction and loyalty studies
How satisfied customers are, and how likely they are to stay.
Consumer behaviour research
Usage and attitude studies on how people choose and use financial products.
Customer service quality analysis
Mystery shopping at branches and counters to measure real service.
Target group research
Who your best customers are, and which segments to pursue.
Corporate image research
How the market sees your institution against competitors.
B2B research
Research with corporate clients, partners and intermediaries.
The people behind the answers
A study is only as good as the people in the sample. In Financial Services & Banking, these are the respondents we usually need to reach.
- Retail banking customers
- Policy and loan holders
- Branch walk-in customers
- Corporate and SME clients
- Agents, brokers and intermediaries
Explore another sector
Customers rarely tell a bank why they left. Research asks before they go.
Pannel Plus Market Research CompanyFinancial Services & Banking: common questions
Quick answers about research in this sector.
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Plan your Financial Services & Banking research
Tell us what you need to find out about your market. We will suggest the right approach and send a clear quote.