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The Ipsos Difference

Owned and managed by industry-experienced research professionals, Ipsos conducts six million interviews a year to provide clients, media and interested citizens with a fresh perspective on issues and trends of the day. We help you listen to what an audience is saying, understand what they are thinking, and anticipate what they have in mind. More than just data, Ipsos research gets to the heart of the “why” people respond the way they do.

Our senior researchers’ observations are validated by hundreds—often thousands—of interviews conducted for each study, and their interpretations are supported by direct sector and industry experience in their respective fields.

Press Center

Financial Services Industry

Contact: Jason Brown jason.brown@ipsos.com Phone: (212) 584-9248

Who We Are

Ipsos Financial Services is headquartered in New York, NY, and is a business unit of Ipsos, the global market research firm. Ipsos Insight Financial Services has a long history of managing strategic and tactical research on behalf of major financial services organizations. Our financial services specialists provide both business-to-consumer and business-to-business research to banking, financial advice, investment & brokerage, insurance, payment system, and e-commerce companies that they use to successfully market their products and services.

Why We Understand Financial Services

Ipsos' Financial Services practice caters to the financial services sector by keeping abreast of changes due to convergence, consolidation, globalization, market volatility, deregulation, and e-commerce.

Our extensive body of research in these areas enables us to provide educated insights into the varied effects these issues have on financial markets and companies in terms of profitability, growth, market share and other critical functions.

Many of our researchers have financial services industry experience in addition to their research expertise.

Our financial research experience includes a wide array of services, both domestically and internationally.

Services include customized design and analytic expertise for new product and service development and optimization, channel strategies and branding. We also partner with Ipsos Loyalty to provide customer loyalty, and Ipsos Novaction & Vantis for forecasting, modeling and consulting services.

Our Methodology and Research

Ipsos Financial Services provides both customized research for client organizations and syndicated market research. Among the research we provide are brand and category research, customer relationship management, acquisition and portfolio tracking, new product and service development and Internet research. The results of these services enable Ipsos to provide crucial input to its clients in how they market their products and services, and to address the bigger picture of what’s happening across financial services markets.

Our syndicated marketing research and opinion publications delve into such leading edge, market-sensitive subjects as online banking and next-level segmentation.

RBC CASH Index: Twice per month we conduct a national survey through Ipsos Public Affairs in conjunction with RBC (Royal Bank of Canada) Financial Group called the RBC CASH (Consumer Attitudes and Spending by Household) Index. The study covers consumer attitudes now and in the future about topics such as the local economy, personal finances, comfort with making major purchases, confidence in job security, the ability to save and invest for retirement or education, and job loss experience. View CASH releases