Financial Services & Insurance Market Research


Financial Services & Insurance Market Research

The companies that are truly superior in the economic services sector are the ones that realize they have to do a lot more than sell products. In order to sustain their relevance, as well as increase their market share, these companies actively seek ways to understand “who” their current and prospective clients are; “what” they need; and “when,” “where,” “how” and “why” they want to get it. It’s a lot to manage, but they prioritize continuous research into customer needs so that they are better equipped to make tough (and profitable) decisions. 

Although estimates are hard to make, using figures gathered by The World Bank, the McKinsey Global Institute and The International Monetary Fund, the total revenue of the global financial services & insurance sector was worth approximately $13.1 trillion in 2014. These businesses thrive on data-driven decision-making practices and marketing research brings the customers’ perspective into the process.

Our team at Communications for Research (CFR) are experts in developing research plans to engage commercial and consumer customers in providing their perspectives.  We know how to get the right information from the right people in the right way. You can count on research being a positive touchpoint for your audiences with us.

Our Clients Include:

  • Insurance Companies
    • Property/Casualty
    • Life
    • Crop protection
    • Land/Equipment
    • Human Health
      • Medicare/Medicaid
      • ACA and private plans
  • Mortgage Lenders
  • Retail and Commercial Banks
  • Credit Unions
  • Savings and Loan Associations
  • Investment Companies
  • Brokerage Firms

Types of Respondents We Contact:

  • Primary insurance decision-makers
    • Personal/Family
    • Business Decision Makers
  • Channel Partners, including Brokers and Intermediaries
  • Financial Services Providers

Types of Services We Provide:

  • Research Logistics
    • Data collection research sampling planning
    • Respondent recruitment
    • Survey programming and access setup
  • Full Service Research Consultancy

We know what we are best at and can at least help you with some great questions to assess your own research situation and whether we may be a good fit to work together. Contact us right now so we can talk through the research opportunity you are planning for:

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