Financial services & fintech

Market and investment context

Understand customers, adoption and the economics of financial access. Research can examine sme finance, digital payments, microfinance, lending, insurance, asset and investment management. The study boundary should reflect the proposed business model, geography and decision timeframe.

Questions that shape the assignment

• Which customer needs are underserved?
• What limits product adoption and usage?
• Which segments and distribution models are commercially sustainable?

Methods and typical assignments

• Customer segmentation
• product testing
• willingness-to-pay
• regulatory intelligence
• channel analysis

Outputs for decision-makers

Depending on the scope, outputs may include a sector opportunity assessment, customer or stakeholder evidence, financial and economic scenarios, a risk register and an executive decision presentation. Source periods, assumptions and limitations accompany the analysis.

Relevant experience and specialist support

Research for this sector can examine customer needs, service adoption, access barriers, channel performance and demand. The research questions, suitable methods and evidence of relevant expertise are confirmed during scoping.

Research applications are outlined for scoping. Relevant specialists, country capacity and assignment experience are confirmed in the proposal.

Research services for this sector

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