Data that fosters development. Reports that boost ROI. Strategy that increases sales. These are at the core of our nimble service model. A model that meets your needs, addresses your challenge, and evolves with your business.
Savvy financial companies stay ahead of the curve by preparing for tomorrow’s challenges today. Building on decades of experience, our trusted team delivers a broad range of analytics and market research services that can be customized to meet your short- and long-term needs. From behavioral research to growth strategies, to reporting and analytics, our mix-and-match service offerings can be customized to suit your needs.
At Evolution Consulting, we are dedicated to providing key deliverables that move the needle. Whether we’re using behavioral analytics to predict purchase choices, adapting your message to resonate with different target markets, or visualizing game-changing data in a stunning presentation to break down complex concepts, we are your trusted partners in brand-building.
Market Research and Data Analytics for Financial Companies
Today financial companies are facing unprecedented challenges. As social media and data technology continues to evolve, these challenges will only continue to intensify. Challenges like optimizing for mobile. Challenges like keeping customer data safe. Challenges like complying with state, federal, and industry regulations. Challenges like migration to digital. Challenges like maintaining profit margins during low interest rates.
Behavioral Research for Financial Services
Choice-Based Research – See how customers make decisions by simulating real-world purchase scenarios and posing comparison questions.
Decision Paths – Gain insight into the customer journey with detailed maps of decision paths.
Growth Strategies for Financial Services
Competitive Research – Find out what’s working for your competitors – and what isn’t – by conducting a comprehensive competitor analysis that helps you stay ahead.
Market Opportunity Research – You can’t seize market opportunities you aren’t aware of. Research illuminates where the most profitable opportunities lie, so you can allocate resources more efficiently.
Mergers and Acquisitions – M&A research allows you to gauge the profitability of potential deals more accurately, driving short- and long-term business strategy.
Regulatory and Risk Assessments – Regulatory compliance and risk mitigation are essential in the financial sector. We make both simpler.
Segmentation, Targeting, and Positioning – Identify, prioritize, and pursue the most worthwhile markets, whether you’re probing deeper into an existing market or expanding beyond your existing range.
Reporting and Analytics for Financial Services
Behavioral Analytics – Behavioral analytics is a cutting-edge approach to analytics. By consolidating the complete customer journey in one location, your business can gain deeper understanding of your customers, refine segmentation to improve conversion, and boost ROI from your advertising campaigns.
Data Analytics – Increasing revenues – responding to trends – improving efficiency – optimizing campaigns. Analytics makes it all possible.
Data Visualization – Everyone knows a picture is worth a thousand words. Visuals simplify complex concept and communicate instantly, even out of context.
Predictive Data Analytics – Predictive data analytics let you anticipate consumer behavior with greater detail and accuracy. With predictive technologies, we take data analysis to the next level.
Business Consulting for Financial Products and Services
Custom dashboards for key deliverables. Start-to-finish client engagement. Senior-level management of your project. Decades of marketing research experience. Sophisticated quantitative and qualitative research methodologies. Most importantly – actionable strategies. Evolution has spent more than a decade developing and fine-tuning its approach and methodologies. Countless financial services organizations have benefitted. Whether you offer credit cards, insurance, investment and wealth management services or consumer banking, we provide market research and business consulting services to help you thrive.
Contact us today to start a conversation about how we can help. Our experienced analysts and researchers have worked with Fidelity Investments, UBS, HSBC, American Express, Bank of America, Fifth Third Bank, Capital One, Prudential, Ameriprise, Allstate, Vanguard, US Bank, TD Ameritrade, Morgan Stanley, PNC, Citi, Nationwide, Cigna, The Hartford, Chase, Merrill Lynch, Santander, and more.
Please consider exploring our additional areas of relevant financial expertise: