Financial Services
Our market-leading research covers all aspects of your business cycle, including distribution, product development, market assessment, customer experience and brand positioning. As a multi-faceted research division, we service a wide range of fields and providers in the financial services sectors.Sectors
- Life and Pensions
- Protection
- General Insurance
- Investment Management
- Banking
- Credit Cards
Financial Services research model
To ensure successful research outcomes, we have developed a tried-and-tested process. Our approach is made up of four key stages: “Engage”, “Data”, “Insight” and “Action”.

Testimonial
“...ORC International research provides us with clear insight into the views of our customers; both IFAs and the end investors alike. It helps us to identify aspects of our service that matter to our customers and where we can make improvements.”
Marcus Bolitho, Director of UK Wholesale Marketing for BNY Mellon Asset Management
What we offer
We help our clients through all stages of the business cycle to ensure research is delivered on time, in the most appropriate and efficient way. To us, every project is a journey. We are dedicated to helping drive growth through insightful, intelligent research. We help organisations:
- Improve retention rates, loyalty and share of wallet by improving the customer experience
- Maximise presence in their chosen markets
- Increase their marketplace understanding and optimise the most profitable business segments
- Measure and develop brand equitystrengths
- Identify how employee engagement drives business profitability
- Contextualise business objectives within the ever-changing regulatory environment
Why choose us?
As a specialist financial research team, we bring forward more than two decades of sector knowledge and experience. We conduct financial research using a combination of syndicated and bespoke market research surveys. We also integrate the latest technological advances into our solutions.
Benefits
- Research consultants who understand the financial sector, with experience of conducting surveys for major providers and industry bodies
- A research approach that adapts to the individual requirements of each client
- Reporting tools that utilise cutting-edge technology and deliver data through a range of both traditional and innovative portal reporting methods

