Financial Market Research
Fintech & Financial Research Services
Game-Changing Financial Market Research Services
We’re Vision One — an award-winning strategic market research agency built for financial service companies that want to grow. We help you uncover deeper customer insights, explore new markets, track your brand and create thought leadership. We deliver fast, powerful research that moves your business forward.
Savings & investments
From lending to savings and investments, we offer a breadth of business and consumer research solutions. Our specialisms include: Messaging and communications, brand tracking and new product development.
Insurance & Banking
From pricing and claims to brand perception and customer experience, we identify opportunities to enhance loyalty and streamline digital journeys, helping insurers create value-driven, trusted protection solutions.
Software & Accountancy
We explore user needs for digital, fintech, accountancy, and tax software—launching new solutions and improving usability, feature design, and brand and marketing effectiveness.
Financial Market Research
The cost-of-living crisis has affected everyone and, as a result, has had a significant impact on the Financial Services sector itself. From banking and insurance to credit and loans, many people will be looking to the financial services sector for help.
Here at Vision One, we are here to help your brand succeed in these challenging times. In a sector where quality is key, all good research begins with speaking to the right people, from low-income families to high-net-worth individuals and companies.
Unlike traditional off-the-shelf research products, we build bespoke packages designed with your brand in mind, often creating innovative solutions to address all queries fully.
We produce actionable, practical results that can be gathered, presented, and used to make tactical changes that eliminate doubt and promote growth.
Select from the following financial specialisms.
Award-winning market research for the financial and fintech sectors
Make smarter decisions with data-driven confidence.
Our team of top qualitative and quantitative research experts are focused on helping you unlock growth through razor-sharp insights. We offer…
- Consumer Duty compliance
- Customer journey mapping
- UX and digital onboarding testing
- Advertising and campaign testing
- Concept and proposition testing
- Pricing and fee sensitivity research
- Brand tracking and trust measurement
- Customer satisfaction and NPS tracking
- Vulnerable customer research
- Segmentation and audience profiling
- Market opportunity and sizing research
- Churn and retention analysis
Why Vision One
- A multi-disciplinary team of researchers, marketers and scientists
- Award-winning Best Market Research Agency
- Rated 9.4/10 for actionable insights, satisfaction and value for money
- Data-driven to improve customer satisfaction, enhance reputation & achieve growth
- ISO 20252:2012 certified for quality and research rigour
Latest client testimonials
I just want to say thank you so much for the brilliant presentation yesterday. The work you’ve done has really hit home, which will make a massive difference to our work. We’re really grateful!
Vision One were excellent to work with throughout the process. They understood our brand and its needs and took on feedback to make changes where necessary. We’re very happy with the level of insight gained.
Vision One were a pleasure to work with. I enjoyed the whole process start to finish, they managed my expectation perfectly and their level of service was outstanding and their insights were effective. I would recommend them to anyone.
Fantastic service. Will go the extra mile to accommodate your needs and fit within changing timelines and requirements.
Vision One’s BrandVision has given us new and powerful insights – helping us understand our brand health and shape our strategic decisions going forward.
Vision One delivered exactly what we wanted with no fuss or issues. Every step of the process was easy, hassle-free and the relationship always felt warm. I would recommend them to any charity or organisation wanting to conduct research.
Questions and Answers (Q&A)
Your financial research & insight questions answered
Financial market research is the systematic collection and analysis of data related to both consumer, customer and B2B research and behavioural insights within the financial services sector.
Its primary goal is to provide financial companies with actionable insights to develop and optimise new products, pricing strategies, marketing campaigns, and overall customer experience, ultimately driving sales and profitability.
They use a mix of surveys, qualitative depth interviews, analytics, observation, and desk research—combining behavioural data with statistical modelling and expert interpretation to produce credible, insight-led recommendations tailored to the client’s business objectives.
Other financial research companies specialising in fintech can be found on the Clutch.
Trust is the foundation of financial services. We deliver brand tracking, reputation research and competitive benchmarking to understand how your brand is perceived and where trust drivers can be strengthened. This enables you to refine positioning and protect long-term brand equity.
Financial market research amongst consumers or businesses, helps financial brands identify customer needs, assess risk, improve retention, and uncover growth opportunities.
Reliable insights inform strategy, improve marketing and communications, enhance product development, and strengthen brand trust and competitiveness in a fast-changing financial environment.
We combine rigorous methodology with commercial understanding of regulated markets. Our team delivers high-quality business and consumer research, clear strategic interpretation, and actionable recommendations — ensuring insights translate into confident decision-making at leadership level.
Our qualitative market research services explore how target customers think and feel – revealing important new insights for businesses, adn include:
- Focus Groups
- In-depth interviews
- Co-creation workshops
- Ideation sessions
- Eye-tracking
Our quantitative research services include:
- Online surveys
- Telephone and mobile surveys and IVR
- Face-to-face research
- Postal and Self-completion surveys
- Brand tracking
- Customer segmentation
- Behavioural and market studies
Contact Us
We are quick, responsive, and above all, our research is customised precisely to your needs, ensuring you get exactly what you need every time.
Email us at mail@visionone.co.uk
Complete the enquiry form.
Or book a meeting below.
Powering Business Decisions
Latest News
Keep up to date with the latest news from Vision One
