Digital-first competition
Neobanks and fintechs are eroding mass-market share. Branch-led acquisition models no longer scale economically.
Industries · Banking, Financial Services & Insurance
Money is rational. Buyers rarely are.
We listen to both.
Banking, financial services, and insurance research demands access to verified decision-makers — from retail banking customers to institutional investment professionals. Every panelist is credential-verified against corporate registries, wealth tiers, and active role.
Industry Challenges
The strategic challenges
this sector faces.
Trust deficit
Customer trust is at multi-decade lows. Brand equity is eroding faster than NPS metrics suggest.
Cross-sell stagnation
Share of wallet isn't growing despite digital channels. The next product never lands as cleanly as the first.
Our Banking, Financial Services & Insurance Community
Audiences that shape
banking, financial services & insurance decisions.
From the retail banking customer to the institutional fund manager — six audiences across the BFSI spectrum, every one credential-verified before any study begins.
Retail
Fund Managers & Analysts
Portfolio managers, equity analysts, and institutional investment professionals at AMCs, banks, and hedge funds.
SME
Bank Branch Managers & RMs
Retail and corporate banking relationship managers with visibility into customer acquisition, product cross-sell, and churn dynamics.
HNW
Insurance Professionals
Actuaries, underwriters, and insurance advisors across life, health, and general insurance segments.
Insurance
Retail Banking Customers
Salaried professionals, SME owners, and HNI consumers segmented by income bracket, product ownership, and banking relationship tenure.
Investment
HNIs & Ultra-Affluent Investors
High-Net-Worth Individuals with investment portfolios above ₹1Cr — verified for wealth tier and active financial engagement.
Banking
Fintech Users & Early Adopters
Digital-first financial services users across UPI, neo-banking, lending, and investment platforms.
Research Applications
What our Banking, Financial Services & Insurance
research powers.
Six decisions every BFSI team faces — product, channel, segment, risk, regulation. The research design that closes each one. No generic templates.
Product Concept & Feature Testing
Test new banking products, insurance plans, or fintech features with verified target segments before market launch.
Brand Equity & NPS Tracking
Continuous monitoring of brand awareness, consideration, and loyalty across banking, insurance, and investment categories.
Customer Experience Research
Map the end-to-end customer journey — from onboarding to servicing — identifying friction and loyalty drivers at each touchpoint.
Regulatory & Compliance Attitude Studies
Understand customer and professional attitudes toward KYC, data sharing, open banking, and emerging regulatory frameworks.
Investment Behaviour & Wealth Research
Explore HNI investment philosophy, risk appetite, asset allocation patterns, and advisor relationship dynamics.
Digital Adoption & Fintech Landscape
Track adoption of digital financial services, map the competitive fintech landscape, and identify unmet needs in digital BFSI.
How We Help
Research solutions tailored
for Banking, Financial Services & Insurance.
Each solution is designed around how this sector actually makes decisions — the right audience, the right methodology, and the right analytical frame for the call you face.
✓
Trust & Brand Equity Tracking
Multi-quarter perception studies across mass, mass-affluent, and HNW. The unprompted recall that wins shortlists.
✓
Digital Channel Friction Mapping
Where customers drop, switch, or downgrade — across onboarding, transactions, and renewal cycles.
✓
Wealth Decision Mapping
How HNIs and institutional buyers actually choose advisors, products, and platforms.
Every product decision starts with verified product holding.
Case Study
Intelligence in action.
A real brief. A real outcome.
CLIENT CASE STUDY — BFSI
A Leading Private Sector Bank
Objective
Identify key drivers of digital banking adoption and barriers among SEC-B salaried professionals aged 28-45 in 8 Indian cities.
Approach
1,200 online surveys with verified banking customers, supplemented by 20 online focus groups exploring emotional and functional barriers to app engagement.
Outcome
Uncovered a trust deficit around automated transactions among 35-45 cohort — directly informing the bank's UX reassurance strategy and push notification framework.
Why Robin & Berry
The research partner
Banking, Financial Services & Insurance needs
looks different.
Sector-Specific Audience Depth
Verified by role, sector, and active engagement — not stitched from a generic database. Each panel built around how decisions actually flow in this sector.
5-Stage Quality Validation
Every response passes through our Validation Intelligence Loop before it reaches your dataset. Quality Certificate provided with every deliverable.
2-Hour Response Guarantee
A senior sector specialist responds to every brief within 2 hours — with a proposed approach, not just an acknowledgement email.
Continue exploring
Brief us
Financial research that reaches the decision-maker, not just the account-holder.
Brief our BFSI research specialists. We'll design the right audience, methodology, and quality architecture for your decision — within 2 hours.