Delivering unmatched financial services industry analysis to boost your business and your brand
As technology upends the trillion-dollar financial services industry, Escalent is on the inside. The world’s leading financial institutions trust our insights experts to guide them through disruption. Every day we talk to the specialized populations critical to our clients’ success, uncovering unparalleled financial services insights. Our blend of primary and secondary research, syndicated research tools, agile implementation model and advisory services for banking, wealth management, insurance and fintech firms produces powerful, award-winning, financial services industry research and market analysis to move you up and to the right.
Get a Competitive Edge with Syndicated and Advisory Services
Cogent Syndicated and Javelin Advisory are trusted and respected for industry-leading, forward-looking research and consulting in the financial services market. Backed by Escalent, these syndicated research teams offer an unbeatable, diverse, and in-depth view of the industry through multiple lenses to leading firms.
Cogent Syndicated produces comprehensive insights that strengthen brands and products. By focusing on attitudes, behaviors and the best strategies to influence target audiences in the financial services industry, our syndicated research services and reports deliver actionable insights across your organization. Our unique and dynamic financial services market research solutions help you define the marketplace and how you can compete, and guide you in what to say and how and where to say it.
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Javelin is a research-based advisory practice driven by forward-looking, independent fintech assessments that lead to informed decisions in a digital financial world. Javelin solutions offer insights resulting from a rigorous research process that assesses consumers, businesses, providers, and the transactions ecosystem. Javelin advisory services pinpoint dynamic risks and opportunities in digital banking, payments, fraud & security, lending, and wealth management.
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Find Growth in Disruption Across the Financial Services Industry
Solving financial wellness
The “retirement crisis” has morphed into a growing need to ensure financial security for people in all life stages, at all wealth levels. Our market research for financial services helps you uncover how to build and grow an impactful financial wellness offering.
Evolving payments landscape
Technology, social media, and demographics factor directly into people’s decisions about where to shop and how to pay bills. Our financial services strategy consulting helps you understand how these influences shape customer transactions and how they will impact the future of payments.
Intersection of health and finance
Many factors, from the rising cost of healthcare to increasing life expectancy, are further cementing the intersection of health and finance. Our deep expertise in both financial services and health insurance feeds truly business-changing healthcare insights and implementation to our clients.
Financial Services Consulting and Market Research Solutions for the World’s Top Firms
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Our robust set of financial services research and consulting solutions helps your brand thrive in the increasingly competitive and regulated industry landscape. Whether it’s through effectively positioning and building your brand identity, assessing ever-evolving market dynamics, finding value in untapped first-party and proprietary data or uncovering your unique customers’ needs, behaviors and decision drivers, our team layers deep financial services expertise to help move your firm forward, quickly and innovatively.
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To deliver truly impactful financial services insights that move the industry, you need more than data. Tap into our bench of in-house specialty teams whose expertise spans deep data analytics, behavioral science, qualitative research, secondary research, cultural intelligence, human-guided AI and insight-driven storytelling to provide transparency that helps your brand see clearly, mitigate risk and act decisively.
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Our financial services insights experts don’t use AI just to use AI. We find practical, responsibly governed ways to enhance—not replace—our deep industry knowledge. By combining human expertise, responsible innovation and rigorous governance, we ensure AI is used ethically at every step. Data quality, transparency and human-in-the-loop review are non-negotiables, helping our teams think faster, work smarter and deliver deeper, trusted financial services insights.
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Learn from our clients’ success in a Financial Services case study
Helping companies conduct market research surveys with durable, reliable groups of critical audiences
A 5,000-member Alida insight community backed by financial market research spurs innovation
Take a look at how we translated the language of Choice Architecture to help a medical insurance company adjust their new plan design to improve the choice environment for their customers to better inform health decisions.
Uncovering how to spur people to make real, substantive changes to improve their lives in retirement
Seamlessly weaving together customer experience data streams
Growing advisor market share through blended segmentation
Award-winning financial services market research to uncover subconscious gender bias in the wealth management industry
Rooting out 200 user issues in time for launch
Building a comprehensive set of metrics to monitor a financial services brand’s evolution
Getting answers on-demand with Cogent Syndicated
Finding the right mix of service offerings to delight customers
Financial qualitative research receives advertising accolades for identifying a target customer segment
Modernized claims management benefits a 15,000-member team for future success
Financial qualitative research lays the groundwork for product naming and guiding insights
Financial market research on competitive positioning leads to broad market opportunities
Activating a customer community for a financial services firm
A strategic framework for market expansion
Financial market research and analyses reveal the pathway to a revamped checking account product
A financial qualitative research approach uncovers truth behind customer beliefs
Explore our thinking on Financial Services
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As financial advisors seek to spend more time on business development, new data from Cogent Syndicated reveal that three in ten advisors plan to rely more on model portfolios over the next year.
Using The Advisor Exchange, we conducted our own activity to dive into advisors use and perceptions on private markets.
AI is not a replacement for human advisors, but empowers them to “trust but verify,” blending digital decision-making with a human safety net.
Read the latest news from Escalent
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February 9, 2026
New Escalent data reveals the number of "technical" advisors has dropped to 36% as professionals focus on client acquisition
December 15, 2025
New research from Escalent shows one quarter of DC advisors likely to recommend alternatives, with National, large-scale producers driving the trend
December 2, 2025
Escalent’s 2025 Investor Brand Build™ report highlights the shifting investment landscape, dominated by more diverse, digitally fluent and opportunity-driven affluent investors
