Join the organizations who have already found success

The Wall Street Journal
Apax (1)

Futureproof your business with financial services market research

Financial services are particularly exposed to external factors as consumer behaviors within the industry are sensitive to what is happening in the world. These shifts in behaviors or even emerging speculation can quickly hit the industry. Additionally, the industry is facing an accelerated rate of change due to technology. Industry incumbents face competition not only from new entrants in FinTech, but also from major players in other industries branching into financial services—namely big tech companies that consumers are already familiar with and trust. Financial institutions must fight to stay relevant. 

Through financial services market research, you will more deeply understand your target audience and how to best serve them, whether it is through expansion into new markets, development of new products and services, or other innovations. Financial services market research can take many forms—it offers insights around market opportunity, brand, customers, and products and services while answering key business questions, such as:

How to meet customer needs

  • What are the needs and pain points of our target audiences?
  • What products, features, and services do our customers truly value?
  • What does the customer journey and experience look like with our organization?

How the brand is perceived

  • Are decision-makers aware of our brand, products, and services? How do we benchmark against our competitors?
  • How do we differentiate our products and services through our positioning?
  • How is our brand reputation trending over time?
  • How do we effectively communicate our unique selling proposition through a marketing campaign?

How to capture more revenue

  • What features and innovations would encourage increased use of our tools and services? 
  • How do we increase customer acquisition and retention?
  • What demographics are underserved, and how can we better cater to them?
  • How can we tap into new markets? What opportunities and blockers are there?

How to hire and retain the right talent

  • What types of people and skills do we need to be successful as a company now and in the future? What are our talent gaps and needs versus what is available in the market?
  • How is our company perceived by prospective employees?
  • What is the main driver of turnover in the industry?
  • How does our company culture and work environment compare to other workplaces?

What industry trends and shifts to expect

  • How can we incorporate ESG into our strategies and practices?
  • What new technologies are emerging and how will they change the way our industry does business? 
  • How can we apply tech such as blockchain and AI/ML to our own organization? What opportunities should we invest in?
  • What new payment channels or types, such as cryptocurrency, should we accommodate?
  • What changes can we anticipate in data privacy and transparency expectations?
  • How are certain signals of economic well-being trending?
  • What opportunities do workforce shifts, such as the growth of gig work, present to the industry?

Want to see how NewtonX can help you?

Take it from the world’s leading companies.

What’s exciting about the results is how they clearly highlighted what CFOs are thinking across price increases, spending habits, this inflationary environment, and tech continuing to be a priority.

Sheryl Estrada
Fortune, Senior Reporter

There is no other research known to us that is this forward looking when it comes to innovation.

Carina Manteuffel
McKinsey & Company, Engagement Manager

Over at Fortune, we’re excited to publish the results. There are some really compelling findings.

Lance Lambert
Fortune, Editorial Director

Financial services audiences we reach

An impact-driving financial services market research company starts off with speaking to the right people. The NewtonX Knowledge Graph finds the professionals with the exact expertise to answer your financial services market research questions.

NewtonX utilizes cutting-edge technology and a vast network of industry professionals to identify and connect with the correct financial services market research audiences. Our team of experts conducts extensive research and analysis to ensure that we accurately identify the target audience for each project. We leverage our proprietary platform to access a vast network of industry professionals, enabling us to quickly reach decision-makers and subject matter experts within the financial services industry. Our in-house team of researchers then conducts extensive interviews and surveys to gather insights and feedback from these individuals, ensuring that our clients receive accurate and relevant market research data. With NewtonX, clients can be confident that they are receiving the highest quality financial services market research available. Here are just a few examples:

Startup founders

FinTech experts

Crypto experts

Financial advisors

Wealth managers

Cybersecurity professionals

Payment solutions decision-makers

Insurance brokers

IT decision-makers

Product managers

Blockchain experts

Business owners

C-suite executives

HR decision-makers

Our financial services market research company expertise delivers data you can trust

Fortune 500 enterprises to top consultancies, financial institutions, and leading market research firms choose us as their financial services market research company.

of new clients start a second project with us
industries & counting reached by our search
verified samples
quality check process

How NewtonX delivers business-critical financial services market research data

Data is modern currency, but too often, we’re limited to recycled or flawed sources. Data plays a pivotal role in carving out a competitive advantage, but so much of the data typically collected isn’t actually useful. 30-40% of data sold today is thrown away, and upwards of 50% of research timelines are spent questioning the validity of samples and parsing out the truth from the noise.

With NewtonX custom recruiting and multi-step verification, you’ll spend less time as an arbiter of truth and more time using high-quality data from verified professionals to solve key business questions. We’re the only B2B financial services research company that’s developed proprietary market research technology that keeps up with the pace of innovation. 

NewtonX will partner with you on your financial services market research needs, whether you are evaluating new markets, developing personas, tracking brand health, or investigating marketplace trends. As a full-service B2B market research firm, NewtonX can help you with any part of the research process—from strategy to execution to analysis—and with a variety of research methods, including qualitative, quantitative, and blended approaches. 

With the NewtonX Knowledge Graph, we’ll find the best minds that you can tap for expertise and leverage to inform your decisions. Our 100% verification means that you get high-quality data you and your stakeholders can trust. And with our open network of 1.1 billion professionals across countries and industries, we can source relevant insights that help you minimize risk and maximize profit.

What is financial services market research

brand awareness survey questions

The importance of conducting financial services market research

financial services research


Market-Sizing Questions: Frameworks for Estimating Market Demand

Asking market-sizing questions is part of the process of estimating the potential size of a market for a product or service. This information is vital in your go-to-market planning.

[Webinar Replay] NewtonX Current: What CFOs really think about the future of work

Building off the learnings of the report, we're hosting a 45-minute webinar to get to the bottom of what CFOs really think about the return and future of work. 

How a full-service B2B research provider can give you valuable business insights

Working with a full-service B2B research provider can help you make confident decisions based on solid business insights.

Have your next project in mind?

Got your next question in mind?

NewtonX is the only B2B research company that connects researchers with the exact professionals required to solve any problem.