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 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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In the competitive financial services market, your brand is the backbone of your go-to-market strategy. Building a trusted, respected brand will build your business. From positioning to developing messaging that sets you apart, we help you manage your brand wisely, monitor it obsessively, and reveal opportunities to evolve so you can future proof your most powerful asset.
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Consolidation in the financial services industry is rampant, with big firms get bigger and gobbling up market share. But assessing your market and competitors and determining your best match for partnering or M&A has never been easier. Why swipe right on the wrong match? In the high-stakes game of mergers and acquisitions, up-to-date intelligence is everything.
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There’s data spread across your firm. What if you could use it? Uncover obstacles and opportunities across your business from data you already own. Dashboards pull your data together, making it actionable with structured management and data visualization. And combining financial, corporate, and external data streams provides transparency to see clearly and act decisively.
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Truly knowing what your customers want, need and expect from a financial services firm is foundational to your growth. Pave definitive paths to purchase, create impactful segments and build a great CX program from the bottom-up to meet top-down demands. Our award-winning financial services research and consulting helps your firm move forward, quickly and innovatively.
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Learn from our clients’ success in a Financial Services case study
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.
Helping companies conduct market research surveys with durable, reliable groups of critical audiences
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
A 5,000-member Alida insight community backed by financial market research spurs innovation
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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To help firms identify opportunities to better serve their clients, we asked plan sponsors to describe one thing—product or service—they wish they had access to from their current plan provider and DC investment managers. Read on for a sneak peak at this year's Retirement Planscape study.
Leveraging our new shared community, The Advisor Exchange, we conducted our own activity to look at advisors current and future use of active ETFs.
Discover why market research during a crisis is crucial for building brand resilience, driving informed decisions, and fostering consumer trust.
Read the latest news from Escalent
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July 8, 2025
New Retirement Planscape® report from Escalent reveals rising optimism about technology even as plan sponsors grapple with cybersecurity risk
June 3, 2025
Escalent’s Trends in Alternative Investments™ report reveals light users backing off of the asset class as heavy users double down.
May 7, 2025
Powered by advisor experts at Cogent Syndicated and community experts at C Space, Escalent has launched The Advisor Exchange™, an online insight community of financial advisors offering fast, flexible access to advisors for deeper qualitative insights, 24/7.
