Financial services market research

Our consumer panel reaches the customers who bank, insure, save and invest. Our B2B recruitment reaches the professionals who run financial institutions. Norstat verifies every respondent before they take part in your next research project.

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14 million people across 45 countries

Consumer data in financial services

Banks, insurers and fintechs use our consumer panel to understand how customers save, insure, invest and use banking services. Our consumer panel can provide specific insights on retail banking satisfaction, insurance claims experience, investment behaviour, pension attitudes and brand tracking.

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Sub-sectors we cover

  • Retail & commercial banking
  • Investment banking & capital markets
  • Asset & wealth management
  • Insurance & reinsurance
  • Fintech, payments & lending
  • Regulatory & compliance
  • Private equity & venture capital
  • Corporate & transaction banking

Retail banking CX

NPS, satisfaction, switching and digital adoption among current account holders and mobile banking users.

Insurance & claims

Policyholders across life, home, motor, health and travel. Claims experience and renewal studies.

Investing & saving

Retail investors and savers. Platform evaluation and risk appetite studies.

Financial wellbeing

General population screened by money management habits. Budgeting and debt studies.

Pensions & retirement

Working-age and pre-retirement respondents. Pension engagement and readiness studies.

Brand tracking

General population samples. Brand health and campaign effectiveness for banks, insurers and fintechs.

Methods built for retail financial audiences

Quant and qual, matched to the audience

Whether is online surveys, focus groups, personal interviews, CATI or mystery shopping, we help you with the method selection that fits the brief. 

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How we collect consumer financial services data

1

Define the audience

Screened by product ownership and financial behaviour.

2

Select the method

Survey, focus group, CATI or mystery shopping.

3

Verify & collect

Every respondent verified before they take part.

4

Deliver the data

Clean results delivered directly into your systems.

Verified by institution, role and decision-making scope

B2B financial services data collection

Professionals in financial services are high-value, time-limited and often unreachable through standard panels. We qualify by institution type, AUM range, regulatory profile and seniority, then verify their professional background before fieldwork begins.

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Audiences we recruit

  • Institutional investors
  • Fund managers & selectors
  • Wealth managers & advisors
  • CFOs, COOs & finance leaders
  • Risk & compliance leads
  • Fintech founders & product heads
  • Insurance executives
  • Investment analysts & research leads

Regulated audiences need extra care

Compliance and verification

We apply layered verification to confirm institutional affiliation, role and regulatory relevance. For senior roles, additional LinkedIn verification confirms seniority. All data is hosted and processed within the EU in line with GDPR.

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Our data collection for financial services in numbers

14

million consumer panel members

45

countries covered

22

European financial services markets

800

B2B and B2C projects every year

Talk to our data collection experts for financial services data

Tell us whether you need the consumer perspective, the institutional perspective, or both.

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Related case studies

Brand tracker across five markets

We recruited verified financial services professionals across five European markets, delivering wave-on-wave comparable data on brand awareness and perception.

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500 verified B2B interviews across the EU

We recruited finance and compliance decision-makers across EU markets for a European policy study within a tight fieldwork window.

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Commercial due diligence across five markets

We recruited verified IT and finance decision-makers across five European markets to assess market position and competitive dynamics.

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Frequently asked questions

Can you reach retail bank customers as well as banking executives?

Can you recruit across multiple sub-sectors in a single study?

Can you recruit senior leaders such as CROs or CFOs?

Can you screen by AUM or investment category?

How do you handle GDPR compliance?

Ready to collect financial services data?

Tell us your audience, sub-sector and markets and we will come back with feasibility and a recruitment approach.

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