
Workshopping and Co-creation
A collaborative forum bringing customers and internal stakeholders together to stress-test existing propositions and co-create new products, journeys or communications.
Expert UK Insight Agency
The financial services sector is one of the most competitive, fast-moving and highly regulated in the world, and success requires more than a market-leading product. It demands trust, relevance and a seamless end-to-end customer experience, all built on genuine customer understanding.

Financial services market research includes qualitative, quantitative, behavioural, and neuroscience methods to provide clear, evidence-based insight that supports strategic decision-making across brands, products, customers, competitors, communications, and experiences.
Brandspeak partners with UK and international financial services organisations across B2B and B2C markets, bringing specialist expertise across retail and commercial banking, fintech and challenger banks, investment and asset management, insurance and protection, commercial lending, payments, and accountancy and tax advisory.
Financial services market research gives you the clarity and evidence needed to make confident decisions that will:
In a crowded sector where many brands look and sound alike, mental availability is critical to growth. Brandspeak uncovers the insights needed to build brand relevance, differentiation - and recall.
New propositions and market entry always carry risk. The right insights, delivered at the right time, reduce risk, prevent costly missteps and maximise commercial potential.
If you don’t know who your priority audiences are, or how to target them, you could be wasting a significant proportion of your marketing budget. Research identifies who to target, how to target them and what to say to maximise return.
Even the strongest proposition can be undermined if the customer experience introduces friction at key touchpoints. Research identifies where the experience needs to work harder, and how to fix it.
No two financial services research projects are the same, which is why we design every programme from the ground up. We blend proven and advanced research techniques to uncover what customers feel, think and do.

A collaborative forum bringing customers and internal stakeholders together to stress-test existing propositions and co-create new products, journeys or communications.

Track regulatory change, competitor activity and category trends across banking, insurance, investment and fintech using desk research.

Observe real financial decisions and money management as they happen, uncovering the anxieties and trade-offs customers rarely raise unprompted.

Explore how customers think and feel about money, risk and trust, in rich qualitative detail.

Turn transaction, survey and behavioural data into clear insight, revealing what really drives product choice, switching and loyalty.

Gather deeper insight over several days as customers complete tasks and discussions around real financial decisions and products.
The following are the project types most frequently commissioned by our financial services clients:
As a full service market research agency we support research in 40+ global markets, working with native-speaking moderators and trusted in-market partners to ensure cultural accuracy and insight quality. Wherever your audience is, we can reach them and deliver insight that drives better decisions.
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We learn about your needs and goals and how to achieve them.
Find answers to common questions about our financial services research.
As one of the UK's most experienced market research agencies, Brandspeak brings scale, consistency, and depth to every project.
Focus Groups
Years
Quantitative Studies
International Markets
Survey Participants
Languages Covered in Global Research
Depth Interviews


Brandspeak is proud to be a member of both The Association for Qualitative Research (AQR) and The Market Research Society (MRS) — demonstrating our commitment to quality, ethical practice and industry-leading research standards.
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We worked with Brandspeak on a brand awareness project and we were extremely pleased with the quality of service and the process. They understood the complexity of the briefs and asked plenty of questions to make sure they fully understand the objectives. They interacted with all levels of people in our business and understood the differences within the market and suggested ways to tie the research together so it was still comparable. The results were delivered with easy to digest summaries that could be used across the business. We would highly recommend using them.
Lauren Williams
Very informative, easy to work with and a really friendly team. I would recommend Brandspeak to help any business grow. They are great quality for money, help niche sectors and present their findings in an understanding manner. They have provided a brand review, market review post-covid to ensure we are still up to date, along with two very valuable website reviews. Working with them for qualitative and quantities research has a been fantastic for us. Thank you for all your help!
Sarah Twist – Marketing Manager
It's been an absolute pleasure to work with Brandspeak on our qualitative assessment of different ads across 5 EU markets. Throughout this project, Brandspeak have been expert, professional and so flexible with our requirements and timings. The research analysis that they provided us with was extremely valuable and insightful. I look forward to working with them again – highly recommend!
Zanya Fahy

Great service from Brandspeak – highly recommend for thoughtful and detailed brand measurement and tracking.
Georgie Burks, Brand Marketing Lead
Brandspeak have been fantastic to work with. They are a very professional agency who really understand the importance of quality research. Their team were very responsive, knowledgeable and easy to work with and provided us with excellent insights.
Mark Wilson

We wanted to understand how elements of our brand were perceived by consumers and identify opportunities where we could make improvements. Brandspeak clearly understood the brief and worked closely with us to develop a research approach that would answer our questions. The insight has been used to inform the development of our creative and also applied to other areas of our marketing communications. It was a pleasure to work with Brandspeak.
Strategy & Insight Manager | Animal Friends Insurance
Brandspeak helped us with getting invaluable market insights! They showed great flexibility and professionalism throughout the entire process and provided us exactly with the results we needed. I would recommend working with Brandspeak to anyone and anytime.
Tom Suberg
From the moment I contacted Brandspeak I can't thank Jeremy and his team enough. Offering a professional approach they took the time and effort to make the whole process easy and effortless. I highly recommend Brandspeak and look forward to working with them again in the future.
Verity Kimber
From their initial proposal they displayed an understanding of financial services and a clarity of thinking that made them stand out. Since then they have consistently delivered to demanding timescales. But what really sets them apart are their actionable and business focused recommendations which give them the credibility to influence senior internal stakeholders. I have really enjoyed working with them and look forward to doing so again.
Leading life and pensions provider
It is always a pleasure – and a relief! – to work with researchers who get the whole thing – effortlessly... a heartfelt thanks.
DLKW
With offices in London, Bristol, and Birmingham – and partners across the world – we provide global reach with local expertise. Our team is ready to discuss your business challenge and show you what's possible with the right insights.
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