FINANCIAL SERVICES

Data-driven insights to build relationships with consumers and influencers

Consumers like to discuss with experts and peers to plan their finances, pick the right credit card and open account at the bank that fits their needs. Use deep learning analysis to understand what's important for your customers and develop effective communication strategy to connect with them.

FINANCIAL SERVICES

Data-driven insights to build relationships with consumers and influencers

Consumers like to discuss with experts and peers to plan their finances, pick the right credit card and open account at the bank that fits their needs. Use deep learning analysis to understand what's important for your customers and develop effective communication strategy to connect with them.

Solve your challenges

We've tracked broad consumer audiences and high‑value niche segments, including financial advisors, wealth managers, and regulators, to deliver precise, data‑backed insights

We will identify table stakes and need gaps in your category to develop a distinct positioning strategy

Market Positioning

We will extract actionable insights to enable you develop innovative financial solutions for your customers

Product Innovation

We will track your brand equity in competitive landscape among your target segments to drive brand preference and deliver leading indicators to market performance

Brand Health

We will define distinct consumer segments for your product and recommend communication strategy for each persona

Segmentation

We will track your integrated campaigns and provide actionable insights for real-time optimization

Campaign Impact

Solve your challenges

We've tracked broad consumer audiences and high‑value niche segments, including financial advisors, wealth managers, and regulators, to deliver precise, data‑backed insights

We will identify table stakes and need gaps in your category to develop a distinct positioning strategy

Market Positioning

We will extract actionable insights to enable you develop innovative financial solutions for your customers

Product Innovation

We will track your brand equity in competitive landscape among your target segments to drive brand preference and deliver leading indicators to market performance

Brand Health

We will define distinct consumer segments for your product and recommend communication strategy for each persona

Segmentation

We will track your integrated campaigns and provide actionable insights for real-time optimization

Campaign Impact

HOW WE'RE

DIFFERENT

01

Unlock Omni-Source Intelligence

Seamlessly integrate your first‑party and second‑party data with extensive third‑party sources including millions of forums, message boards, review sites, chat rooms, and social platforms, and advanced cognitive intent data to deliver precise, actionable insights

02

Focus on your target segments

Get insights from your target segments including consumers, financial advisors and business decision-makers

03

Discover insights in real-time

Leverage fine‑tuned foundational models purpose‑built for the financial services category and sub‑segments to decode consumer perception and deliver fast, actionable insights

HOW WE'RE

DIFFERENT

01

Unlock Omni-Source Intelligence

Seamlessly integrate your first‑party and second‑party data with extensive third‑party sources including millions of forums, message boards, review sites, chat rooms, and social platforms, and advanced cognitive intent data to deliver precise, actionable insights

02

Focus on your target segments

Get insights from your target segments including consumers, financial advisors and business decision-makers

03

Discover insights in real-time

Leverage fine‑tuned foundational models purpose‑built for the financial services category and sub‑segments to decode consumer perception and deliver fast, actionable insights

See real results

Ethnography study guided the launch of a new credit card featuring celebrity chef tie-ups and elevated fine-dining rewards, shaping both product perks and launch communication strategy

Learn More

Business Challenge: A financial services company wanted to launch a new personal credit card for affluent business travelers. The key challenge was to identify and define consumer segment for the credit card and develop a communication strategy for the launch.

Business Result: Ethnography study defined an “experience seekers” segment that demonstrated high involvement with travel planning. We further identified food, led by experimental dining and experiencing local cuisine, was their top spend. Based on the study insights, client launched the card with membership features such as celebrity chef restaurant tie-ups and more points per dollar spent on fine-dining, and highlighted these features in their communication strategy.

Actionable insights from our study helped the client take corrective action with their call center support and launch an on-site support program for Middle Market customers, significantly improving their CSAT scores within two quarters

Learn More

Business Challenge: A major national bank wanted to position itself as the payment platform of choice for Middle Market ($20MM-$500MM) businesses.

Business Result: Analyzing the conversations among financial decision-makers in Middle Market companies revealed that customer service, primarily driven by after-sales service, was their biggest pain point. Further deep dive analysis uncovered that lack of responsiveness and personalized attention to customer's needs were the key concerns. Our client used these insights to take corrective action with their call center support and launched an on-site support program for Middle Market customers, increasing their CSAT score considerably among Middle Market customers within two quarters.

See real results

Ethnography study guided the launch of a new credit card featuring celebrity chef tie-ups and elevated fine-dining rewards, shaping both product perks and launch communication strategy

Learn More

Business Challenge: A financial services company wanted to launch a new personal credit card for affluent business travelers. The key challenge was to identify and define consumer segment for the credit card and develop a communication strategy for the launch.

Business Result: Ethnography study defined an “experience seekers” segment that demonstrated high involvement with travel planning. We further identified food, led by experimental dining and experiencing local cuisine, was their top spend. Based on the study insights, client launched the card with membership features such as celebrity chef restaurant tie-ups and more points per dollar spent on fine-dining, and highlighted these features in their communication strategy.

Actionable insights from our study helped the client take corrective action with their call center support and launch an on-site support program for Middle Market customers, significantly improving their CSAT scores within two quarters

Learn More

Business Challenge: A major national bank wanted to position itself as the payment platform of choice for Middle Market ($20MM-$500MM) businesses.

Business Result: Analyzing the conversations among financial decision-makers in Middle Market companies revealed that customer service, primarily driven by after-sales service, was their biggest pain point. Further deep dive analysis uncovered that lack of responsiveness and personalized attention to customer's needs were the key concerns. Our client used these insights to take corrective action with their call center support and launched an on-site support program for Middle Market customers, increasing their CSAT score considerably among Middle Market customers within two quarters.

Turn your data into decisions that move your business forward.

Discover what MavenMagnet can unlock for your organization.

Turn your data into decisions that move your business forward.

Discover what MavenMagnet can unlock for your organization.