The insights from RFI Global give us a clear, actionable view of customer needs and how the competitive landscape is evolving, given our position as a challenger digital bank in Singapore. We work with them across Retail and SME banking, where the depth of insight and flexibility of their model make this a valuable partnership.
Actionable financial
services insights for
confident decisions
Our holistic suite of research solutions is tailored to your strategic needs. From deep consumer and business insights to industry-leading market intelligence, we equip you with the insights and analysis to navigate today’s financial landscape with clarity and foresight.
How we can help you
At RFI Global we pride ourselves in understanding the financial services sector, global trends and patterns, and the important details of the many local nuances. We know how consumer and business behaviours are evolving globally, and locally, and how this affects decisions about different financial products and services.
Our syndicated research solutions provide the breadth and depth of insight and foresight you need to answer your unique questions. Many of our solutions also allow you to add custom questions so you can delve into your unique challenges and opportunities. Our programmes are updated regularly in each market, ensuring that your decisions are always backed by the most current data.
With a team of experts deeply embedded in local markets and collaborating globally, we ensure you benefit from best practices worldwide.
Consumer Council programmes
Gain comprehensive insights into consumer behaviours, needs and preferences across financial products to power your decisions, enhance customer engagement and stay ahead of trends.
COUNTRIES
Australia, Canada, China, Hong Kong, Malaysia, New Zealand, Singapore, UK, US, UAE
Business Council programmes
Access in-depth analysis of business banking needs, usage and preferences to sharpen your strategies, improve performance and anticipate market shifts in the financial landscape.
COUNTRIES
Australia, Canada, China, Hong Kong, Malaysia, New Zealand, Singapore, UK, US, UAE
MacroMonitor
Capture a 360° view of US household financial behaviour, attitudes, needs, relationships and trends, representing the views of 130 million US households.
COUNTRIES
US
Atlas
Australia’s most comprehensive financial services study of consumers and businesses provides a complete view of the performance of your brand and competitors.
COUNTRIES
Australia
Orion
Empower your strategic and tactical decisions with forward-focused, actionable intelligence about UK consumer behaviour across banking, savings, investments, lending, insurance and retirement planning.
COUNTRIES
UK
iSky
Power your digital strategy with market-leading UX benchmarking, journey mapping and competitive intelligence, built for banking and insurance services to navigate the ever-changing digital customer experience.
COUNTRIES
Global
RFI Global’s International insights provide us with a clear and consistent view of cross-border client behaviour and wealth flows. This helps us better understand key corridors and support our engagement with clients.
We see RFI Global as a trusted insights partner to Standard Chartered, playing a key role in our client feedback and benchmarking programme. Their financial services expertise, combined with robust methodologies, delivers actionable insights which help us take meaningful action to enhance the experience we provide to our key client segments.
As Executive Director of Insight Analytics at RFI Global, I lead the Atlas research and insights teams, delivering Australia’s largest syndicated retail and business banking research programmes to leading financial providers.
With a strong focus on advocacy management and NPS, I help clients uncover meaningful insights that drive real customer impact – an area I’m most passionate about.
RFI Global’s culture of curiosity, flexibility, innovation and growth has supported my development through significant opportunities, partnering with experts, presenting at conferences and mentoring emerging talent.
Since joining RFI Global, I’ve had the opportunity to grow into my current role as Insights Manager and really hone my storytelling and presentation skills.
I’ve led projects like our Displayr automation, which helped streamline reporting, and I work with a wide range of amazing clients like Mastercard, Maybank, RHB, and Standard Chartered.
As well as contributing to exciting projects, the supportive team culture and flexible working arrangements have really made my experience at RFI Global an enjoyable one.
My journey as Insights Director began with a lot of support from my managers and the ten team members I lead.
Being responsible for consumer research meant I had a lot to learn very quickly. The leaders here equipped me with the confidence to lead more than fifty presentations a year.
A highlight was being a participant on the panel for RFI Global’s . Having already achieved so much in my last fourteen months, I’m looking forward to a future with even more opportunities.
As Client Director at RFI Global, my team and I work closely with Australia’s largest bank as a trusted partner, helping our stakeholders answer business questions around customers, products and strategy.
RFI Global has given me the opportunity to lead this partnership, build my team, while helping to shape how we grow the business in Australia.
As a bonus, I work with great people and tackle interesting challenges that drive impact for our partners and company.
“The depth of data analysis, beyond the survey results, has exceeded our expectations.”
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Stay ahead with the latest financial services insights from RFI Global.
Bank of America | Banking on trust, AI and the future of digital customer experiences
- Episode 30: Discover how customer expectations and technology are evolving and what the future of digital banking will look like.
Beyond the surcharge: What Australia’s payment reforms mean for banks and businesses
- How will businesses respond to Australia's surcharge ban? Discover what the reforms mean for card usage, costs and provider relationships.
Episode 29: Delivering member-centric banking in a digital-first world
- Discover how customer-centric banking transforms the financial experience and how to make customers smile in a digital environment.
Financial Services Trends and Predictions 2026: Six month update
- Mid-year 2026 financial trends update with insights from 200K+ consumers & 60K+ businesses. Watch expert videos & download the full report.
US consumers are embracing AI; how should banks respond?
- 61% of US consumers have already used AI for a financial task. Discover what this means for banks and future customer behaviour.
Getting personal: Why tailored banking experiences have become the next competitive advantage
- Discover why tailored banking experiences are becoming a competitive advantage and how banks can balance personalisation and customisation.
Banking Uncovered Singapore 2026 – 25 August | Conrad Singapore Orchard
- Join us for Banking Uncovered Singapore. We will share new insights on the trends and customer dynamics driving banking in Singapore.
Banking Uncovered Malaysia 2026 | 27 August, EQ Kuala Lumpur
- Join us at EQ Kuala Lumpur on 27 August for Banking Uncovered Malaysia, with a discussion on the digital strategies and experiences driving growth in Malaysian banking.
