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Capture the customer experience

IRS market research | Research services| Financial intelligence

What really happens in your branches? How engaged are your online banking clients? Are your teams offering products in a way that complies with regulations? Our tried and trusted Research Services can provide the answers to these and many other questions.

How it works

With more than 33 years of carrying out research in the banking industry, we understand the unique needs of retail banks and credit unions.

We offer:

  • Regulatory compliance self-testing programs
  • Competitive mystery shops
  • Customer engagement and loyalty research
  • Member engagement and loyalty research
  • Sales and service evaluation
  • Surveys
  • Gap analysis


How our Research Services can help

We’ll give you a true picture of what’s happening in each of your delivery channels, from frontline branches to online.

You’ll be able to see how engaged and loyal your customers are, as well as documenting what happens in loan application processes and how your teams handle situations with customers.

Plus you can better understand your competition, their products and how they are presented to the market with our competitive intelligence mystery shop program.

And you can use this information advantage to improve performance, compliance and customer engagement.

What's included

Custom programs

Custom programs

Understand and improve performance and employee behaviors.

Mystery shop program

Mystery shop program

In-branch, by phone and online.



Of your customers and the general population.

Identify potential licensing

Gap analysis

For sales strategies, staff training and more.

Competitive intelligence

Competitive intelligence

Understand competitors with our mystery shop program.

Financial Intelligence: latest

Free analysis

Any questions?

If you have questions about how Informa Financial Intelligence can assist your business, please fill out the form below and we'll get back to you shortly.

If you prefer to get in touch by phone, please refer to the About section of our website for a list of our offices and contact details. 

Would you like to request sample data or analysis from Informa Financial Intelligence? 

See how our tailored solutions can help you gain a competitive advantage: 

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Key benefits:

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Get a real understanding of client engagement and its effect on your organization.

Key benefits:

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