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.
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.
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
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.
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.
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.
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.
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.
Amid the uncertainty over the upcoming 2024 national elections, Cogent Syndicated's Monthly Sentiment Tracker reveals valuable insights that can help wealth management firms craft communication to better resonate with advisors and affluent investors.
Join our investor experts, Steve Ethridge and Kristin Hall as they share insights and a first look at our new Cogent Syndicated report Trajectory of Intergenerational Wealth Transfer™ .
A new report from Cogent Syndicated reveals opportunities for community banks and credit unions to help future inheritors navigate the complexities of the estate planning process and provide guidance beyond the standard checking and savings accounts.
New study from Cogent Syndicated reveals rollover and consolidation activities have accelerated over the past year and the outlook for future assets in motion looks promising
A new report from Cogent Syndicated highlights the critical role of Trust & Guidance from asset managers as the primary factor influencing consideration among financial advisors.
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