Financial Services Research

Harris Interactive’s award-winning, full-service Financial Services Research Team combines sector expertise with a rich heritage in market research and agile solutions, allowing us to deliver tailored solutions at the speeds required today. We provide leading companies with impactful insights, advice and guidance they need to make sound, strategic business decisions that ultimately make a difference to their bottom line performance. We have a wealth of experience in stakeholder relationships, brand and marketing communications research, literature testing, product and service development, product lifecycle reviews and regulatory developments.

 

A Wealth of Financial Services Research Expertise

The financial services sector is complex and contains many diverse sub-sectors and Harris Interactive is able to bring its knowledge and experience to bear in researching all areas of the industry. We conduct market research among a variety of stakeholders, including senior decision makers, IFAs, brokers, consumers, HNWIs, employees, corporate and affinity partners. The team is staffed by individuals with a great deal of knowledge, business understanding and research expertise in the sector and who combine agency experience with time spent on the client side and experience of delivery up to board level.

Our clients include:
  • Retail, commercial and investment banks
  • Wealth management / private banks
  • Personal and commercial insurers
  • Life providers
  • Regulatory bodies / trade associations
  • Management consultancies
  • Price comparison websites
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Latest Events

News and Blogs

Blog

Double Bubble Toil & Credit Trouble – UK’s increasing unsecured credit bubble!

With the Financial Conduct Authority and recent press reporting concern about the UK’s increasing unsecured credit bubble, we thought we would ask the public about their debts and if they plan to increase their unsecured debt over the next 6 months.... Read More

Blog

Wealth management and investment providers generating brand excitement and vitality

Harris Interactive’s recent hi brands® research, which measures brand sustainability, reveals that wealth management/investment providers have greater vitality than many other categories across various sectors, including far outstripping current account and credit card providers, especially in terms of excitement.... Read More

Blog

Open Banking Challenges

Selling a wide range of new banking services with benefits which are tailored to an individual’s personal circumstances is all well and good, but how many consumers will readily permit banks and companies to share their data?... Read More

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    Permission-based digital tracking offer that passively gathers behavioural data in real time.

How We Help Clients

Below are some examples of how we’ve helped clients recently.

- Improving investment product brochures and website content to aid understanding and help consumers make informed decisions.

- In light of regulatory changes, helping a syndicate of insurers to understand and benchmark how well changes to renewal letters have been implemented from the customers’ point of view.

- Tracking the brand strength of a global investment provider amongst HNWI and senior B2B audiences across the globe, a programme we have supported for over 15 years, including helping them to redefine their positioning on two occasions.

- Identifying the investment needs and complexity of structured products for investors with different levels of financial sophistication for an industry body. Outputs included a bespoke online simulator

- Helping insurance providers understand consumer hunger for, and concerns about ‘Smart technology’

- Establishing which insurance propositions appeal most to consumers, providing the client with real-time data so they could start to consider the implications during fieldwork.

- Measuring the impact of numeracy skills on financial capability.
Exploring attitudes and behaviours to pensions across different age groups, helping our client shine a light on the UK’s pension crisis, including for PR purposes.

- Helping a price comparison website to identify the appeal of potential new propositions to help it decide whether to enter a new market.

hi brands: Top Sustainable Financial Services Brands

  • hi brands – Banksimage

    The hi brands study measures brand sustainability across penetration, equity, future relevance and vitality for a wide variety of popular brands. These are the UK's top 5 sustainable Banking brands.

  • hi brands – Credit Cardsimage

    The hi brands study measures brand sustainability across penetration, equity, future relevance and vitality for a wide variety of popular brands. These are the UK's top 5 sustainable Credit Card brands.

  • hi brands – Price Comparison Websitesimage

    The hi brands study measures brand sustainability across penetration, equity, future relevance and vitality for a wide variety of popular brands. These are the UK's top 5 sustainable Price Comparison Website brands.

Experts

  • Michael-Worledge-1
    Michael Worledge
    Financial Services Sector Head
    Michael is the Harris Interactive Financial Services sector head. He joined Harris Interactive in 2005 and has been in market research for over 20 years. After working in consumer and pharmaceutical research as well as ops-project management, Michael has specialised in Financial Services research at Harris. He has worked across sub-sectors, initiated and led a qualitative syndicate looking at the future of insurance, and has written two papers which have been finalists for the MRS Financial Services Research Award, winning in 2012 with GIMRA. Michael has extensive experience in both consumer and B2B market research, has a BSc in French and German from Aston University and is a Certified Member of the Market Research Society.
  • Vicky-Whiting
    Vicky Whiting
    Research Director
    Vicky is a Research Director in the financial services team at Harris Interactive and has 15 years’ experience of delivering market research to the financial services industry. This includes client and agency side roles at The Pensions Regulator, BDRC Continental, ORC International and the Money Advice Service. Through this background, she has developed specialisms in financial capability and later life savings research, including pensions. Vicky has a degree in Mathematics and Statistics and although her core skills lie in quantitative research design and analysis, she has full methodological expertise and regularly incorporates qualitative techniques to add depth to a research project. She has a managed a range of ad hoc, tracking, B2B and consumer research throughout her career, and enjoys a challenging brief. Since joining Harris in July 2017, Vicky has worked closely with the advanced analytics team to develop our new brand measurement approach (hi brands®) and apply regression models to examine the impact of numeracy skills on financial capacity. Vicky is a member of the Market Research Society.

Testimonials

  • The study we set up with Harris six years ago has grown into one of the most valuable and actually used pieces of research we run.  The Harris team has supported us strongly on everything from data analysis to training and delivery of strategic insights.

  • Thank you so much for all of the incredible work you’ve put into this comprehensive debrief report. It really is exactly what we need.

Latest Video

  • Automated Concept Testing for Financial Services
    Automated Concept Testing for Financial Services
    Recorded 28th Feb 2017 and presented by Harris Interactive’s Michael Worledge – Head Financial Services Research, and Debbie Senior – VP Global Products and Automation. This webinar presents Concept Express an agile, fully automated concept testing service.