Understand financial needs, choices, and service experiences

Research into how consumers and businesses evaluate financial products, providers, and channels.

Financial Services Research — Strata Metrix

Core Research Topics

We explore the decisions, challenges, and channel dynamics specific to the Financial Services sector:

• Payment preferences
• lending needs
• investment service experiences
• digital adoption
• provider selection.

Target Audiences & Stakeholders

Consumers, business finance teams, advisers, and relevant financial professionals.

Screening Approach: Eligibility is framed around verified decision authority, professional responsibility, and recent transaction or usage experience rather than job title alone.

Methodology & Fieldwork Delivery

CATI-led fieldwork, qualitative interviews, online surveys, and market analysis can be combined according to the study. Audience access and methodology are assessed against your brief.

Scope a Study in Financial Services

Share your study objectives, target audience, and countries to receive a tailored feasibility assessment.

Sector Capabilities

  • Fieldwork: CATI / CAWI / Mixed
  • Targeting: Decision Makers
  • Coverage: Multi-Market
  • Ethics: Strict Anonymity

Request Feasibility

Discuss audience availability, incidence estimates, and project timelines.

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