to bank on
RFI Global is the only global data and insights company focusing exclusively on financial services. We empower financial service leaders with the market intelligence they need to drive innovation and accelerate growth.
Intelligence
to bank on
RFI Global is the only global data and insights company focusing exclusively on financial services. We empower financial service leaders with the market intelligence they need to drive innovation and accelerate growth.
Who we work with
Why RFI Global?
Tailored market
intelligence
RFI’s hybrid research model enables organisations to direct research towards their most critical initiatives while continuing to monitor essential local market indicators, competitive KPIs, and emerging trends.
Financial Services
expertise
As the premier research partner for the financial services industry, our experts ensure clients collect the right data and analysis to drive in-depth understanding of their market and customers.
Strategic
impact
Leveraging decades of market data and expertise, RFI experts help organisations transform research into actionable insights, empowering clients to tackle current and future challenges effectively.
Client-centric
excellence
RFI is dedicated to client partnership and excellence, ensuring collaborations focus on understanding needs, achieving shared goals, and delivering impactful results.
Tailored market
intelligence
RFI’s hybrid research model enables organisations to direct research towards their most critical initiatives while continuing to monitor essential local market indicators, competitive KPIs, and emerging trends.
Financial Services
expertise
As the premier research partner for the financial services industry, our experts ensure clients collect the right data and analysis to drive in-depth understanding of their market and customers.
Strategic impact
Leveraging decades of market data and expertise, RFI experts help organisations transform research into actionable insights, empowering clients to tackle current and future challenges effectively.
Client-centric
excellence
RFI is dedicated to client partnership and excellence, ensuring collaborations focus on understanding needs, achieving shared goals, and delivering impactful results.
Our commitment is measurable
How can you be sure we will deliver actionable insights? This is where RFI Promise comes in:
"We promise to provide data-driven actionable insights and recommendations that answer your business questions".
Promise score
Keep your finger on the pulse and stay up to date with the latest insights from RFI Global.
Trends and Predictions 2025
- Discover 2025’s key financial service trends with RFI Global's data-driven insights on banking, payments, and wealth. Download now!
Why banks need to use AI to create personlisation and customer engagement
- Monzo, Revolut and fintechs dominate retail banking in 2024 as switching rates hit record highs. What’s behind this global shift?
Banking Uncovered Episode 11. Jim Marous: Futureproofing finance part 2 – Customer engagement, branding and next-level innovation in banking
- Jim Marous explains how customer engagement in banking is shifting from passive loyalty to active engagement, driven by innovation.
US housing crisis: The American nightmare
- Discover how rising mortgage rates and shifting priorities are reshaping the US housing market - and what lenders must do to adapt.
Banking Uncovered Episode 11. Jim Marous: Futureproofing finance part 1 – Digital innovation, AI and the dawn of the fintech
- With 34% of consumers ready to switch banks, Charles Green and Jim Marous explore AI, fintech, and digital trends reshaping banking.
The gig economy and the looming retirement crisis
- Navigating retirement planning in the gig economy: Explore the challenges gig workers face and discover the future of 401(k) plans.
How insurance providers can support customers in challenging times
- Australian households are under increased financial pressure and are grappling with insurance affordability as premiums continue to rise.
The future is hybrid: Meeting consumers’ evolving financial advisory needs
- MacroMonitor data shows households that seek advice before major financial decisions are more confident in achieving their financial goals.
