Financial Services

The financial sector is complex and contains many diverse sub-sectors and Harris Interactive is able to bring its knowledge and experience to bear in researching all areas of the industry.

Harris Interactive’s award-winning Financial Services Market Research Team combines expertise in finance with our rich heritage in market research. We provide leading companies with the insights, advice and guidance they need to make sound, strategic business decisions that ultimately make a difference to their bottom line performance. We have a wealth of experience in stakeholder relationship, brand and marketing communications research, literature testing, product and service development, product life-cycle reviews and regulatory developments.

The financial sector is complex and contains many diverse sub-sectors and Harris Interactive is able to bring its knowledge and experience to bear in researching all areas of the industry.

Our clients include:
  • Retail, commercial and investment banks
  • Wealth management / private banks
  • Personal and commercial insurers
  • Life providers
  • Regulatory bodies / trade associations
  • Management consultancies

We conduct market research among a variety of stakeholders, including senior decision makers, IFAs, brokers, consumers, HNWIs, employees, corporate and affinity partners.

The team is staffed by individuals with a great deal of knowledge, business understanding and research expertise in the sector and who combine agency experience with time spent on the client side and experience of delivery up to board level.

We provide the approach which best fits your objective providing you with true insight and value:
  • Single or multi-country studies
  • Qualitative or quantitative methodologies
  • Tracking or ad-hoc programmes
  • Self-completion or interviewer led research
  • Online communities
  • Bespoke and syndicated programmes
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    Michael Worledge
    Market Research Director, Financial Services
    Michael has been in market research since 1996 and at Harris Interactive since 2005.  He started his career at Millward Brown where he gained considerable experience in both ad-hoc and tracking research, in particular managing a 21 country telephone / face to face automotive brand and advertising study. He also worked as a researcher at Adelphi International Research, managing both qualitative and quantitative research projects in the pharmaceutical sector. At Harris Interactive, Michael jointly heads up the Financial Services Research team and works closely with a range of clients in particular in the banking and insurance sectors, both B2B and B2C. In 2014 Michael established an ad-hoc qualitative syndicate focusing on ‘The Future of Insurance’ and is the author of the paper that was awarded the MRS Financial Services Research Award in 2012 with GIMRA (General Insurance Market Research Association). Michael has a BSc in French and German from Aston University and is a Certified Member of the Market Research Society.
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    Phil Brooks
    Research Director, Financial Services
    Phil is a Research Director at Harris, jointly responsible for heading up the Financial Services Research team.  Phil joined Harris Interactive from Harte-Hanks (a specialist B2B agency) in January 2002.  He has over ten years’ research experience across a variety of research approaches, principally within the Financial Services, Utilities, Telecommunications and IT sectors, applying a full range of research techniques to the programmes he has successfully managed. Phil has a BSc in Applied Statistics for Business & Industry from Northumbria University and is an Associate Member of the Market Research Society.
  • Thierry-Backer-HarrisInteractive-
    Thierry Backer
    Directeur Department Services, Marketing & Experience Clients
    Thierry, a specialist in quantitative studies for over 20 years, acts as an expert in the field of satisfaction (design / improvement barometric devices, advice / support able to strategy and dissemination), and issues related to Experience customer (measurement / analysis of rational and emotional components, impact of Digital on procurement processes). It has recently launched a new solution studies "key 7 Customer relationship" and regularly addresses on "Studies of Satisfaction and Loyalty". He also teaches at the CNAM on Concepts and Marketing Research and Online Studies.
  • David Schmidt - Harris Interactive
    David Schmidt
    Head of Energy, Utilities and Financial Services
    David Schmidt, a graduated economist, supports Harris Interactive since 2010 and leads the sectors finance, telecommunication and energy.

Case Studies

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Creation of a Market Place Evaluation Study

Assuring customer satisfaction, loyalty and profitability is a key objective for organisations everywhere. We are dedicated to helping our clients address this issue – offering actionable research that provides insights into the key drivers of commitment and loyalty, which in turn can stimulate growth and enhance business performance. Here are some of the areas we have covered: Claimants, Sales, Service, Complaints, and Business Issue... Read More

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Delivering a Proprietary Panel for a Leading Bank Retailer

Meeting the needs of multiple stakeholders through ad hoc research can be costly, resource hungry and time sensitive. The client side research department wanted to develop a research tool that would help them to deliver to stakeholder requirements in an efficient and economic manner. Our panel operations team built a customer panel of over 2000 active members segmented by customer type, and taking account of the best method of contact for different groups – online and postal... Read More

Video and Demo

  • Banking Customer Relationships
    Banking Customer Relationships
    This video looks at whether consumers have the relationship they want with their bank, how it makes them feel, who the best banks are and why, and how banking compares with other sectors.
    • customer power
  • Switching Behaviours
    Switching Behaviours
    This is our second webcast in our banking customer power series
    • financial services
  • Digital Trends
    Digital Trends
    Customer Power is a programme of research exploring the relationships that customers want to have with UK companies. We have previously looked at the financial services, mobile, pay tv & energy sectors and today we are putting retail banks under the spotlight.
    • financial banking
  • Innovation
    Innovation
    We look at the demand for new product and service innovations and why this seems to be a defining moment for banks to tailor their propositions to meet different needs.
    • banking
    • financial services
    • product and service
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