insights for better financial services products

We offer a tailored approach to meet the unique demands of the financial sector, providing the insights you need to develop superior products and achieve your strategic goals.

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top financial brands trust AnswerLab for ux research

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stay on the financial services forefront

Consumers have high expectations and evolving needs in the financial landscape. To secure and retain customer loyalty, financial services companies must continually refine product roadmaps, adapt service models, and innovate to enhance customer experiences. Your customer experience is your key competitive advantage.

research across sectors & topics

Our financial services team understands your unique challenges and competitive landscape. We offer customized research for companies in the banking, payments, asset management, and insurance sectors, covering all major areas and experience topics, including:

  • Retail banking
  • Commercial banking
  • Neo banking 
  • Credit cards and accounts
  • POS payment networks 

 

  • P2P/P2B payment networks
  • Wealth management & investing
  • Robo investing
  • Property insurance
  • Health insurance
  • Auto insurance
  • Lending and mortgage
  • Account enrollment or management
  • Customer service
  • Global emerging markets

answering your most pressing questions

Whatever the question your team is looking to answer, we can help you uncover compelling perspectives for the most valuable insights. Some of the financial services questions we’ve helped explore include:

  • Why are prospects dropping out of the application flow?
  • How can we incorporate customer needs when redesigning our global navigation and account summary pages?
  • How can we learn about customers' security concerns and align our product or service to safeguard private information? 
  • How can we learn from our competitors to create a best-in-class banking experience?
  • How have payment behaviors changed now that there are so many P2P and B2B options?
  •  How do customers research investment information?
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what research leaders are saying

“I’ve worked with the AnswerLab team at FedEx, at TIAA, and now I’d like to bring them here. They ALWAYS make me look good.” 

Director of UX | Transamerica Corporation

inform your strategy with syndicated research

Syndicated research reports from AnswerLab provide a cost-effective solution to get insights on key user experience metrics and inform your product strategy. 

Learn more about our financial services syndicated offerings:

Learn more about syndicated research
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