Skip to main content
Industries

Financial Services Runs On Confidence

We give financial services organizations the intelligence to make confident decisions, faster.

The Market Isn't Waiting

Client expectations are shifting, FinTech is raising the bar, and regulatory complexity isn't slowing down. We help you measure brand trust, anticipate change, and lead with confidence.

73%

Of Gen Z and Millennials believe traditional financial advice is out of touch with today’s economic realities.

64%

Of younger consumers say the only realistic way to build wealth today is through alternative methods like crypto, meme stocks, or gambling.

68%

Of U.S. adults say physical cash will not be a mainstream payment method in the future.

73%

Of those who have used a personal finance app agree their financial situation improved after using the app.

How We Help Financial Services Brands Win

Ongoing Brand And Reputation Tracking

Know what consumers think about your brand, and how to best position your brand against the competition.

Make Decisions Based On Data

Use our research to shape your brand positioning, messaging, creative campaigns, and product developments.

Become An Industry Leading Voice

Partner with our financial service experts to field the right questions that shape the industry narrative.

Understand What Consumers Want Next

Understand shifting consumer values, and what they want from their financial services provider.

Featured Financial Insights

Filters
Date

Financial Services Industry Snapshot

Learn more about current consumer trends in the financial services industry.

America’s Great Wealth Transfer

Exploring the far-reaching impact on generations of Americans and their distinct perceptions of wealth management.

Crypto Marketing - 3 Key Consumer Trends From The Latest Harris Poll

Most millennials and Gen Zers feel they have it a lot harder than their parents did in today's economy

Most Americans say economy is getting worse but Republican views do backflip

Women more worried about economy than men, poll finds

Article 6 min Read

A Growing Number of U.S. Adults Invest in Cryptocurrency Despite Risks

A recent study on behalf of Protocol by The Harris Poll found that while cryptocurrency is growing in popularity, most still view it as a risky investment. The study also found that most cryptocurrency traders plan to invest more money into the growing  market, and that advertisements for crypto-adjacent investment brands drive awareness of the brands more […]

Article 4 min Read

America's Great Wealth Transfer: Young clients want human connection with their financial advisors

In little more than two decades, approximately $124 trillion in personal U.S. assets will transfer hands.

Article 1 min Read

Plinqit media mentions surge 21,000% with research

Plinqit used House of the Dead insights to fuel a 21,000% jump in media mentions. See how original research drove the coverage.

Article 2 min Read

Cash App looks beyond P2P payments, and strives to become users’ primary bank

“Banking our base is our priority.” – Amrita Ahuja, Block CFO. Cash App has long been known for its role as a peer-to-peer payment app. But you’d be mistaken if you thought that was all Cash App could do. Since its launch, Cash App has been steadily increasing their capabilities. Today, the company is trying […]

Article 3 min Read

Could AI be the Future of Tax Filing?

Filing federal taxes is a stressful activity for many U.S. adults. More than half (57%) of all U.S. adults who file federal taxes find completing their own tax-filing nerve-wracking, according to a recent study conducted by The Harris Poll on behalf of Fast Company.  Filers care about maximizing returns and may be willing to invest […]

Article 2 min Read

Tariffs and pricing: how brands should respond

Rising costs force tough pricing calls. New data reveals how brands can navigate tariffs without losing the trust of their shoppers.

Know Before The Market Moves

From brand reputation to FinTech disruption, we turn complex consumer sentiment into clear, actionable intelligence that keeps you one step ahead.

Talk To Our Team