Banking & Financial Services Industry Expertise

Build your future now, one exceptional customer experience at a time.

In the disruptive world of banking & financial services, staying even one step ahead of your market, customers, and competitors is the difference between building your future now and letting something or someone else do it for you later.

Don’t just respond to demand.
Let us help you shape it.

The need for more innovative, personalized, and integrated experiences is intensifying. We can help you stay on top of trends, determine what’s next for your customers, and adapt quickly when opportunities strike. From large-scale brand tracking programs to annual satisfaction studies, to product testing and everything in between, our proven, tailored marketing research gives you the intel and tools you need to build the exceptional future of your customer experience.

Community of experience for cx and ex

Common business questions and challenges we solve for:

  • Where do we have the biggest opportunities to expand service offerings, marketing efforts, and/or product features?
  • What are the emerging trends for banks and financial services firms, and how can we adapt our offerings to meet evolving needs?
  • How can we effectively measure and track customer satisfaction and loyalty over time to aid long-term retention & growth?
  • How satisfied are our customers with the financial tools & services we offer?
  • How do we stack up to competitors on our products and app features?
  • What are the key drivers influencing our product satisfaction?
  • What actions should we take to improve our market position?
  • What are the most effective channels for engaging potential customers?
  • What dynamics and motivations lead to brand switching?
  • How can we measure the impact of our financial inclusion initiatives?

Sectors of expertise

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I trust them.

The people at The DRG are excellent. They work hard and are detail oriented. Not only that, but they are also proactive and effective communicators, delivering thought leadership and actionable insights right on time.

~Top 10 Largest National Bank

Featured banking & financial services client success stories

Advisory Firm Discovers Their Keys to Growth

Strategic Tracking Program Strengthens Customer Journey

Data Integration Efficiencies Help Tackle Pain Points & Level Up Customer Experience

Locating Growth Opportunities in New Markets

Protecting your security & data privacy

Information security and data privacy are responsibilities we take very seriously. As an ISO/IEC 27001 certified organization, our Information Security Management System meets stringent, internationally recognized standards.

Along with our third-party certified security standards comes our commitment to consumer data transparency and privacy. We monitor and maintain compliance with all related industry regulations, including, yet not limited to, the Gramm-Leach-Bliley Act (GLBA).

banking and finance marketing research
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They genuinely care.

The DRG is very responsive and thoughtful. Their staff is experienced, and I can tell they genuinely want to help us. I appreciate how they continuously strive to improve and innovate.

~Leading US Banking Institution

Why our financial services clients choose The DRG

As our client, you are more than a number to us. And we aim to be much more than a vendor to you. We’re partners, operating as an extension of your team and working together toward your success.

That means we…

Take things off your plate so you can put your energy where it’s most impactful.

Support you in driving growth and creating change.

Treat your investment as if it were our own.

Understand you’re making business decisions based on the reporting we provide.

Serve as your go-to consultant on all things marketing research.

Hold ourselves to the highest possible quality standards.

What does exceptional mean to your customers? Let’s find out together.

Our research design, responsive methodologies, and deep industry knowledge help you not only understand what “exceptional” looks like to your customers, but then translate that knowledge into impactful business decisions.

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