Financial services market research

Improving digital service delivery in UK general and life insurance

Client: Global technology company

Project process: Published sources, quantitative research with 2,000 UK consumers to assess individual brands

Outcomes: B2B thought leadership and content marketing – key recommendations through infographics, reports and workshops with 8 UK insurance companies

Investigating opportunities for digital technology in retail banking, GCC countries

Client: Global telecommunications company

Project process: Research across six markets in the Gulf states using analyst reports and expert executive interviews

Outcomes: Customer insight – GCC report and strategic recommendations

Developing the digitalisation of European banking and tracking study

Client: Global telecommunications company

Project process: Testing consumers uptake of digital technologies in banking across France, Germany, Spain, and the UK using quantitative research with biennial updates

Outcomes: B2B thought leadership and content marketing – series of e-reports enabling the client to generate PR and engage with prospects and clients

Exploring opportunities for new loan-based products

Client: Major high-street bank

Project process: Qualitative research, shadowing consumers journey and product selection

Outcomes: Customer insight, Digital customer experience – gained a stronger understanding of customer loyalty and when they require assistance and support

Digital customer journey design for new UK bank

Client: UK fintech

Project process: Accessing the our knowledge base, mystery shopping with other banks acquisition process and customer interviews to support the design of digital on-boarding

Outcomes: Digital customer experience – enabling the client to build a customer journey which improved the on-boarding process meaning few drop-out and a reduction in customer queries

Driving improved customer service performance using behavioural science

Client: UK bank

Project process: A/B test of cognitive biases on customers using large contact centres

Outcomes: Customer insight, Digital customer experience – improved sales performance and better customer experiences from the trial

Pinpointing HNWI’s needs for financial service products

Client: Private bank

Project process: Qualitative research, using innovative research techniques to identify and recruit HNW individuals to participate in research

Outcomes: Digital customer experience – feedback on competitor offers and new strategies for improving digital technology in private banking

Spotting opportunities for digital communications

Client: Leading UK financial service provider

Project process: Workshops with customers

Outcomes: Customer insight, Consumer, employee and technology trends – creation of new digital strategy including self-service opportunities

Driving customer satisfaction for a pension provider

Client: Major UK pension provider

Project process: Expert interviews with over 30 trustees, actuaries and advisors

Outcomes: Customer insight – enabling client to communicate customer satisfaction performance and identify areas for change

Managing a new proposition development process

Client: UK insurance company

Project process: Board interventions, international streetscapes, consumer research and workshops

Outcomes: Proposition development – evolving new products for consideration by board

Analysing the complaints of a major UK bank

Client: Major UK bank

Project process: Analysis of thousands of complaints made to the bank; classification, causal and clustering analysis

Outcomes: Customer insight – developed a new framework for complaint handling and made recommendations for reducing complaint volumes

Improving the performance of an outsourced contact centre portfolio

Client: CMA-9 bank

Project process: Analysis of internal data including key metrics, complaints and executive feedback. Call and e-mail observation, calibration and expert interviews with team leaders and advisors

Outcomes: Digital customer experience – full report to UK head office on performance of outsources contact centres, recommendations for service improvement

Marketing targeting for UK debt consolidation service

Client: Insolvency practitioner

Project process: Expert interviews, customer interviews, analysis of customer and geodemographic database to identify key segments and the opportunity to focus marketing resources in these areas

Outcomes: Customer insight – marketing segmentation, linked to postcodes across the UK enabling targeted marketing strategy for our client

Assessing the best business ownership models for customer experience

Client: Membership organisation

Project process: Use of publications, 25 expert interviews with senior executives, business and consumer quantitative research

Outcomes: B2B thought leadership and content marketing – thought out leadership report, infographics, presentations and PR

Healthcare market research

Assessing healthcare payers needs and market pressures post COVID-19

Client: Global technology provider

Project process: Using desk research and expert interviews to develop key drivers and scenarios for change

Outcomes: Customer insight, Consumer, employee and technology trends – creating and supporting a new marketing strategy

Improving the patient experience in Gulf countries healthcare

Client: Global technology provider

Project process: A combination of published sources, expert interviews with senior healthcare clinicians and managers across 8 markets, benchmarking data for patient journey and digital technology

Outcomes: Customer insight, Consumer, employee and technology trends – improving clinicians, administrators and patient engagement

Revealing the difference in happiness across 20 countries

Client: Global technology provider

Project process: Following a review of happiness research, developing a framework and index for happiness, tested with thousands of consumers across 20 countries and using statistical modelling for outputs

Outcomes: B2B thought leadership and content marketing – results used to promote the clients’ brand globally through PR, presentations and client meetings

CX training to enable a large public sector organisation to better serve low-income and disabled consumers

Client: Membership organisation

Project process: Following a review of best practice in CX delivery, including vulnerable and digitally disadvantaged people, created a model for assessing performance and identifying approaches to improving performance

Outcomes: Customer insight – delivered CX training to hundreds of frontline service delivery professionals

Researching the importance of trust in customer relationships

Client: Industry association

Project process: Used published sources, 25 expert interviews with UK senior executives, quantitative research with 1,000 consumers and 300 frontline customer facing employees

Outcomes: B2B thought leadership and content marketing – advancing the professionalism of customer service through communication with members

Housing market research

Brand strategy for housing association

Client: Major housing association

Project process: Desk research, expert interviews with marketing professionals, qualitative research with consumers

Outcomes: B2B brand research and tracking – recommendations for using existing brand versus launching a separate new build housing sales brand

Capturing new build buyers’ expectations and preferences

Client: Major housing association

Project process: Internal data, depth phone interviews and focus groups with buyers on new build sites

Outcomes: Customer insight, Consumer, employee and technology trends – recommendations for design and marketing of new build houses

Understanding key stakeholders’ attitudes to an innovative housing provider

Client: Forward thinking housing association

Project process: Using internal briefings and key stakeholder expert interviews to calibrate perceptions

Outcomes: Customer insight – board presentation and detailed research on the development of a new stakeholder communication strategy

Improving the customer journey for purchasing new homes

Client: Housing association

Project process: Accompanied shopping journeys with over 20 buyers negotiating in the London housing market

Outcomes: Digital customer experience – detailed recommendations to senior executives how best to add value at customer journey touch points

Discovering new revenue opportunities for a three-year strategy

Client: Social housing provider

Project process: Desk research, 40 expert interviews to identify over 30 new revenue opportunities for investment

Outcomes: Customer insight, Consumer, employee and technology trends – identified and ranked new revenue opportunities helping the client to prioritise resources

Payments market research

Assisting with the introduction of a new payment proposition to SMEs in the UK

Client: Global payments provider

Project process: Taking the clients existing proposition for a new payments system, tested qualitatively with 30 SMEs working around the UK

Outcomes: Customer insight, Proposition development – resulting in refinement to the proposition and pricing to drive future take-up

Assessing sales team performance for a payment processing provider

Client: Global payments provider

Project process: Using end-customer face-to-face interviews with high street retailers to understand the global payments sales effectiveness

Outcomes: B2B brand research and tracking – making recommendations for the improvement of sales team systems and training

Building a strategy to introduce new digital account to account payments

Client: UK digital payment company

Project process: Global research with senior executives to identify innovations, followed by quantitative research with UK consumers and SME

Outcomes: Proposition development – enabling the client to develop their strategy for the roll-out of account-to-account payments

Advancing an understanding of market pricing for card payments by SMEs in the UK

Client: Global payments provider

Project process: Qualitative research with small businesses all over the UK in a wide range of sectors

Outcomes: Customer insight and Proposition development – resulting in better decision making on a future pricing strategy

Developing and improving a switching process for financial services products

Client: Large UK payments provider

Project process: Including extensive desk research to develop drivers of change, 40 expert interviews, quantitative research with 2,000 UK consumers and 500 SMEs, testing attitudes and new proposition development

Outcomes: Customer insight and Proposition development – growing an existing switching offer and making recommendations for switching other financial products

Using MPoS systems in retail

Client: UK payment terminal provider

Project process: Using end-customer face-to-face interviews consumers and high street retailers to understand issues in retail; filmed interviews

Outcomes: Customer insight, B2B thought leadership and content marketing – including recommendations for the use of MPoS technology, a white paper, infographics and PR coverage

Using behavioural science to explore the development of consumer payments

Client: Global payments company

Project process: Accompanying customers on shopping journeys, together with product trials, to understand cognitive biases related to new payment technologies

Outcomes: B2B thought leadership and content marketing – generating extensive press coverage, creating presentations for industry events and internal strategic change

Testing the appeal of a new business to business payment mechanism

Client: Global payments company

Project process: Expert interviews and quantitative research with senior executives in finance, accounts and other management roles

Outcomes: B2B thought leadership and content marketing – resulting in a white paper, press coverage, presentations at industry events and with prospects

Sustainable energy and other market research

Enhancing customer performance through meta-analysis of customer data

Client: Water company

Project process: Meta-analysis of available customer experience data to distinguish where customer performance can be improved

Outcomes: Digital customer experience – identifying ways to boost customer satisfaction levels and support operational business decision-making

Future trends for a global energy consultancy provider

Client: Global energy consultant

Project process: Published sources, expert interviews and internal client workshops to develop key drivers of change for the next 10 years

Outcomes: Consumer, employee and technology trends – supporting the client to develop its long-term strategy in a fast-changing business market

Setting up a Customer Experience networking and benchmarking group

Client: Professional body

Project process: Using our knowledge of the UK customer experience industry to identify, recruit and manage a group of executives responsible for delivering service, creating a benchmark for performance

Outcomes: Customer insight – enabling participating organisations being benchmarked to learn from and contribute to CX development

Advising on industry standards

Client: BSI/CEN/ISO – Standards Committee member

Project process: Contributing to the content of UK, European and International standards including customer service excellence, monitoring and measuring CX, contact centres, complaint handling

Outcomes: Advising, as an expert, on the strategic and operational details for industry standards

Online database of digital strategies of large enterprises

Client: Start-up

Project process: Using our knowledge of the digital transformation industry to complete proposition research with potential buyers of a new service designed to provide insights into large corporations digital strategy

Outcomes: Proposition development – supporting client in developing a strategy for a new digital platform including benefits, product features and possible pricing

Digital transformation in UK local government

Client: Local government

Project process: Using our knowledge of the UK customer experience industry to identify improvements in citizen engagement, expert interviews and client workshop

Outcomes: Digital customer experience – supporting client in developing a strategy for digital transformation to provide better values service

Contact centre improvement

Client: Local government

Project process: Using call listening and calibration, internal data and expert interviews with executives, team leaders and advisors

Outcomes: Digital customer experience – development of a 10 point plan to improve customer experience and improve efficiency for leaders

Technology market research

Unravelling emerging lifestyles and media choices

Client: Global networking software company

Project process: Focus groups

Outcomes: B2B brand research and tracking – content for driving B2B marketing campaigns

Opportunities to use AI in customer contact centres across Europe

Client: Contact centre technology provider

Project process: Published sources, quantitative business research with senior executives in Belgium/Netherlands, France, Germany, Spain and the UK a tracking study

Outcomes: B2B thought leadership and content marketing – 3 e-reports, presentations, PR, social media across Europe

Assessing the opportunities to use new technology to transform customer experience

Client: Membership body

Project process: Published sources, expert interviews, quantitative research with consumers and businesses

Outcomes: B2B thought leadership and content marketing – webinar launch, report, infographics for social media and PR

Understanding changing consumer values in a post-Covid-19 world

Client: Global technology provider

Project process: Using quantitative research in Argentina, Austria, Chile, China, France, Germany, India, Ireland, Switzerland, South Africa, UAE, UK, US to explore consumer attitudes and working lives

Outcomes: B2B thought leadership and content marketing – generating PR coverage, client presentations and raising brand profile for technology client

Brand performance measurement for a US global technology provider

Client: US global technology company

Project process: Using brand metrics and modelling methodologies to compare the client’s brand to key competitors

Outcomes: B2B brand research and tracking – identifieng key strengths and weaknesses and making recommendations for change

Evaluating delivery companies and online retailers approach to PUDO market

Client: Global technology company

Project process: Global research with 60 delivery companies and online retailers in 20 countries

Outcomes: Customer insight, B2B thought leadership and content marketing – enabling the client to focus on markets to drive sales-lead generation

Showcasing an emerging cloud contact centre provider by winning awards and publishing case studies

Client: Global provider of cloud contact centre technology

Project process: Interviewed customer businesses and internal executives to source data, insights and quotes to demonstrate the before and after-benefits of the client’s cloud contact centre technology

Outcomes: B2B thought leadership and content marketing – boosting the client’s profile with over 50 published case studies and several prestigious industry awards

Analysing changes in consumer behaviours in a recession

Client: Global data, analysis and technology company

Project process: Using published sources, customer, expert and internal executive in-depth interviews

Outcomes: Customer insight, Digital customer experience – helping to strengthen client relationships with large banks and insurance companies

Competitor brand reputation for contact centre provider

Client: Contact centre software company

Project process: Using online tools to develop a detailed picture of prospect and customer perceptions in Europe and the US. Sentiment analysis and detailed examination of written feedback online

Outcomes: Customer insight – enabling the client to quality its brand positioning, the areas of leadership and opportunities for changing buyer perspectives

ABM planning to activate new better business relationships

Client: Technology provider

Project process: Using published sources, customer and industry commentators to provide insight on five global companies

Outcomes: Customer insight, Digital customer experience – helping our client to actualise its ABM strategy to deliver sales-leads and better relationships

Improving the digital complaint process to provide better outcomes for customers and the client

Client: National broadcaster

Project process: Mapping the complaints journey using 6 focus groups in different parts of the UK to understand barriers and the opportunities for efficiencies

Outcomes: Digital customer experience – making recommendations to the client how to meet SLA objectives improving the organisation’s operations and customer satisfaction

Network infrastructure research for global technology provider

Client: Global technology provider

Project process: Using published sources, expert interviews and quantitative research with IT executives around the world

Outcomes: B2B thought leadership and content marketing – generating PR, webinars and presentations with prospects and customers of our client

Highlighting global customer service standards with a new CX benchmark

Client: Global technology company

Project process: Creating and testing a customer experience (CX) benchmark with 8,000 consumers across Australia, France, Germany, Italy, Saudi Arabia, Singapore, South Africa, UAE and the UK

Outcomes: B2B thought leadership and content marketing – resulting in over 80 articles, creating a 2min video viewed over 40,000 times on Twitter and many successful presentations to clients and prospects

10-year global customer experience tracking study – The Autonomous Customer

Client: Global technology company(s)

Project process: Identifying and testing the importance of customer experience to consumers across the world, assessing global corporation’s performance and consumer desire for new solutions across 15 global markets

Outcomes: B2B thought leadership and content marketing, Consumer, employee and technology trends – resulting in hundreds of presentations to global clients, PR coverage, marketing materials and new product development for our client

Proposition development for SME telecoms supplier

Client: US telecom provider

Project process: Expert interviews with SMEs followed by focus groups with business owners to explore the features of a new service

Outcomes: Proposition development – supporting the launch of telecoms offers to SMEs

Improving the awareness for data security in large global enterprises

Client: Global technology provider

Project process: Using consumer and business research across 10 countries to assess attitudes and experiences of data management and breaches

Outcomes: B2B thought leadership and content marketing, Consumer, employee and technology trends – generating PR, webinars and presentations with our clients’ prospects and customers

Testing market appetite for cloud cybersecurity product

Client: Innovative UK cybersecurity firm

Project process: Expert interviews with SMEs followed by business research with IT directors, CISOs and others in related roles

Outcomes: Customer insight and Proposition development – leading to recommendations for product development, sales and marketing

Research market opportunities for satellite communication

Client: UK satellite service

Project process: Desk research and executive interviews with prospects and clients in broadcasting and communications. Identifying opportunities for satellite technology now and 5 years time

Outcomes: Customer insight, Consumer, employee and technology trends – prioritising sales and marketing opportunities including product attractiveness. Quantifying sales potential to enable our client to forecast revenue projects and sales targets

Opportunities for Private 5G wireless networks in global industry

Client: Major global technology provider

Project process: Expert interviews with IT and operations executives in mining, utilities, ports, airports and manufacturing. Quantitative research with a global sample of business leaders

Outcomes: B2B thought leadership and content marketing, Consumer, employee and technology trends – providing key findings, insights and global marketing stories targeted at multinational enterprises

8 years tracking study: The changing world of office-based work

Client: Global technology providers

Project process: Global quantitative study with IT and business executives exploring WFH, on the move and the wider uses of employees using digital technology

Outcomes: B2B thought leadership and content marketing, Consumer, employee and technology trends – resulting in evidence-based marketing, PR, workshops and presentations with prospects and clients