Finance and Insurance

In an increasingly competitive market in the field of finance and insurance services it is important to try and create cutting-edge offers, keeping pace with what the market proposes and in line with customers’ needs. Indeed, the great ease of access to information by consumers implies a necessary definition of differentiated products and as customised as possible, as well as an increased transparency of messages and communication processes.

The important role of market research in this sector is now well established, as it allows to verify in the field, putting oneself in the shoes of the client, aspects that could hardly be assessed using traditional inspection tools.
The attitude of the consultant towards the customer, the quality of the information provided verbally (as well as the delivery of a formal offer), the ability to respond to customer doubts, the language used, and the analysis of the customer’s needs are just some of the many aspects that may be verified and assessed with the surveys we propose, using state-of-the-art, tailor-made research methodologies.

The experience we have gained in the field enables us to offer new insights into planning an effective marketing strategy and tools to improve the customer experience.
Our financial experts support customers in analysing market trends and consumer behaviour.