What specific types of market research services do you offer for finance businesses and insurance companies?

At Appinio, we provide a comprehensive suite of research solutions tailored to the unique challenges of the finance and insurance industries. Combining expert guidance with AI-powered technology, we help you navigate complex markets and shifting customer expectations. Our methods and use cases include: Customer Trust & Satisfaction Measurement Track satisfaction and trust across key touchpoints—from account setup and claims processing to digital app experiences—helping you identify pain points and improve retention. Product & Service Testing Evaluate new financial products, insurance packages, or digital tools before launch. Gather feedback on usability, clarity, and perceived value to ensure offerings meet customer needs. What are the most vauled benefits in a service and product offering? Brand Tracking Monitor awareness, trust, and loyalty over time to assess brand equity in a competitive market, and understand how regulatory or market shifts impact perception. Message & Pricing Testing Test marketing messages, pricing communications, and policy explanations to ensure clarity, transparency, and relevance before going live. Market Segmentation & Psychographics Identify and understand key customer segments—from digital-first millennials to risk-averse investors—enabling targeted products, communications, and experiences. Competitor Benchmarking Gain insights into competitor offerings, brand positioning, and customer perceptions to strengthen your own market strategy and maintain an edge. Trend & Market Research Stay informed about emerging trends such as embedded finance, open banking, and evolving insurance models to shape long-term strategy and innovation. Regulatory Impact Studies Measure customer reactions to regulatory changes and compliance communications to ensure trust is maintained and transitions are smooth. With Appinio’s agile research platform and expert support, financial services and insurance providers can quickly gather reliable insights—helping them build trust, improve experiences, and drive sustainable growth.

What is the typical timeframe for completing a market research project for finance and insurance industries?

The speed of our surveys ensures that you receive data promptly without compromising quality. Our pricing structure is transparent and customizable, catering to the scope and scale of your projects. For specific details on pricing, visit our pricing page.

Do you offer support in setting up surveys for insurances and finance companies?

Of course we do! Our dedicated market research experts will guide you through every step of the way. Prefer doing it on your own? No problem! Appinio serves as both a complete DIY tool and a full-service research agency.

What do the survey results for insurances and finance companies look like?

Your results will be presented in the form of beautiful interactive charts that you’ll find in the dashboard. Analyze and filter your results by age, gender or any other criteria you’d like. Play around with your results, filtering each question to get the insights you need. Create links & export customized reports to share with your colleagues.

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Appinio for finance & insurance industries

Stay relevant and trusted with consumer data in the finance sector

Appinio helps banks, fintechs and insurances with understanding their customer's main motivations and supports in building longlasting loyalty.

Building trust and growth in finance & insurance

The finance and insurance industries face constant disruption from regulatory shifts, digital innovation, and changing customer expectations. To stay ahead, companies need real-time insights to understand consumer behavior, build trust, personalize offerings, and navigate complex markets. Our on-demand research experts provide tailored solutions, applying the right methodologies to solve specific challenges and achieve strategic goals. We help financial and insurance businesses like banks and finctechs strengthen customer relationships, innovate with confidence, and drive sustainable growth.

“Understanding users is paramount for us at Trustly. We always try to be pioneers, but we innovate in the high-trust space of payments and transfers. Through Appinio market research is much more available.”

Jacob Häger

Marketing Director, Trustly

Trusted by 3,000+ world industry leaders to deliver the insights that matter

geobra Brandstaetter Stiftung & Co. KG black

Save time and effort with our expert guidance

Understand your target group's product and service expectations

Find new ways to connect with other customer groups. How do they make financial decisions and why do they switch providers?
Create products and services that are worth their money

Demand assesement for new products and and services while identifying unmet needs. See how customers respond to pricing changes with price sensitivity studies.
Connect brand awareness to category performance

Track your brand’s performance in the categories that matter most to your consumers to refine positioning and invest smarter

Our AI-powered tech platform gives actionable consumer insights

Got questions? We've got answers!

At Appinio, we provide a comprehensive suite of research solutions tailored to the unique challenges of the finance and insurance industries. Combining expert guidance with AI-powered technology, we help you navigate complex markets and shifting customer expectations. Our methods and use cases include:

Customer Trust & Satisfaction Measurement
Track satisfaction and trust across key touchpoints—from account setup and claims processing to digital app experiences—helping you identify pain points and improve retention.

Product & Service Testing
Evaluate new financial products, insurance packages, or digital tools before launch. Gather feedback on usability, clarity, and perceived value to ensure offerings meet customer needs. What are the most vauled benefits in a service and product offering?

Brand Tracking
Monitor awareness, trust, and loyalty over time to assess brand equity in a competitive market, and understand how regulatory or market shifts impact perception.

Message & Pricing Testing
Test marketing messages, pricing communications, and policy explanations to ensure clarity, transparency, and relevance before going live.

Market Segmentation
& Psychographics
Identify and understand key customer segments—from digital-first millennials to risk-averse investors—enabling targeted products, communications, and experiences.

Competitor Benchmarking
Gain insights into competitor offerings, brand positioning, and customer perceptions to strengthen your own market strategy and maintain an edge.

Trend & Market Research
Stay informed about emerging trends such as embedded finance, open banking, and evolving insurance models to shape long-term strategy and innovation.

Regulatory Impact Studies
Measure customer reactions to regulatory changes and compliance communications to ensure trust is maintained and transitions are smooth.

With Appinio’s agile research platform and expert support, financial services and insurance providers can quickly gather reliable insights—helping them build trust, improve experiences, and drive sustainable growth.
The speed of our surveys ensures that you receive data promptly without compromising quality. Our pricing structure is transparent and customizable, catering to the scope and scale of your projects. For specific details on pricing, visit our pricing page.
Of course we do! Our dedicated market research experts will guide you through every step of the way. Prefer doing it on your own? No problem! Appinio serves as both a complete DIY tool and a full-service research agency.
Your results will be presented in the form of beautiful interactive charts that you’ll find in the dashboard. Analyze and filter your results by age, gender or any other criteria you’d like. Play around with your results, filtering each question to get the insights you need. Create links & export customized reports to share with your colleagues.