Specialist Financial Services Research

Brandformula Insight and Consulting helps our clients gain knowledge, understanding and insight, to develop, share and enhance their decision making across the entire business. Ranging from brand and marketing insights to the development of product and distribution strategies, we help deliver powerful and distinctive propositions to engage more effectively with clients, distributors and employees.

Focusing on the insurance, financial services and banking services sectors, our team combines first-rate analytical skills with extensive practical experience of designing and implementing insight-based sales and marketing programmes.

What makes us different?

  • Global Reach

    Understanding the key elements of the market – the demands of customers as well as the challenges of distributors, allows us to give real insight to business growth.

  • Unrivalled Expertise

    Proven track record on delivering successful insight and research programmes globally.

  • Market Knowledge

    Offering a wide range of specialist marketing services in an integrated way, to meet clients’ needs and provide a one-stop shop as required.

Our Approach

We provide tailored market research methods, insight and solutions. These services are delivered by Senior Researchers and Directors. Click through for more information about our research methods, approaches and expertise.

  • Strategy ahead of implementation

  • Multiple client touch points

  • Business relevant

  • Distinctive propositions

  • Voice of the customer

  • Under-served markets

  • Telling your story

  • Fit for purpose

  • Measurement

Research & Insights

Understanding your business, asking the right questions and using that knowledge to provide detailed insight and understanding underpins all of our thinking and actions. Our goal is to equip you with the information you need to make informed, effective decisions.

What are we working on?

Insurer Sentiment Survey

Our client operates in the highly competitive UK regional insurance market and as such it is essential that they have a deep insight and understanding of the things that matter to their supporting brokers and their customers. Through a combination of primary and secondary research, we carried out a series of telephone interviews – typically 45/60 minutes to get a real understanding of the things that matter and also how our client is viewed. We presented the report to the SMT of the client with recommendations as to the next stage of their distribution strategy.

Competitor Survey amongst Brokers and Risk Managers

Working with a global broker, our client wanted to understand more about how their competitors were viewed by brokers and risk managers across the globe. We undertook a series of in-depth telephone interviews over an 8-week period, speaking with risk and insurance buyers from global firms as well as members of staff from the broker itself. A summary of the findings was presented to each regional head from the client, along with recommendations as to the next stage of their distribution strategy.

Social Listening Project amongst key SME target segments

It is often difficult for a client to balance the cost of speaking directly to the end consumer – especially in the SME marketplace, where often the relationship is held with a broker. Our client was keen to understand certain key SME verticals that formed part of their plans to increase the volume of business written via brokers and they appointed us to carry out a unique approach – ‘social listening’.

Employee Engagement Survey

With the difficulty of COVID-19 and the impact it had on working patterns and the wellbeing of staff, we were engaged by a client to carry out a detailed survey amongst their staff as to the support they needed. The survey was repeated every 4 weeks using an online survey tool, with the recommendations and changes fed back to the client for review.

European Broker Interviews

Working with a global insurer, we were appointed to speak with all of the leading brokers across Europe to gain a better understanding of the needs and issues facing clients in each country and how our client could be better placed to support growth in each. Over a 10-week period, we held in-depth conversations across the business – supported by focus groups carried out via video conference, with the recommendations being presented to the client via a video call with the SMT.

Our Clients

Some of the great companies we have had the pleasure of working with:

Get in Contact

Spitalfields Office
Unit 4, 11-29 Fashion Street,
E1 6PX