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
Stay ahead with the latest financial services insights from RFI Global.
80,000 voices: Celebrating Australia’s best financial services brands in 2025
- RFI Global hosted the 2025 Banking & Finance Awards at Meta Sydney, celebrating leaders in customer experience across banking and insurance.
Episode 17: The consumer trends defining the future of US financial services in 2025
- Charles Green discusses the key US consumer trends driving change in 2025 and beyond with Jim Langston and Luke Allchin.
Australian Banking & Finance Awards 2025
- Discover which Australian banks excel in 2025. See the award winners and key trends. Download the guide today.
Episode 16: Cash, fintechs and regulation – A global perspective on the future banking landscape
- Clinton Cheng discusses the impact of fintech innovation, cash trends, and regulations on the evolving global banking landscape.
The rise and fall of liquid wealth in the United States
- Liquid wealth has dropped since 2022, but total wealth is rising. Discover where US investors are moving their money.
Banking on women: The rise of female SMEs and how financial institutions can step up
- Female-led SMEs are rising, yet funding and support lag. How can banks step up? Discover key insights this IWD.
Episode 15: Delivering customer excellence – why relationship banking still matters in a digital world
- Jason Yetton discusses the role of banks in economic empowerment, and Westpac’s ongoing transformation to better serve customers.
The future of investing: How GenZ is shaping the financial landscape
- With $360B in spending power, GenZ is disrupting finance—only 66% use brokerages vs. 92% of Boomers, favoring fintech instead.
