Financial Services Intelligence in Australia and New Zealand

Unlock the insight you need to navigate Australia and New Zealand’s fast-evolving financial services landscape with confidence, through robust retail and business customer intelligence, competitive benchmarking and digital experience.

Trusted by the world's leading financial services companies

How we help clients

Australia and New Zealand are highly digitally mature banking markets, where mobile engagement is high and customer expectations continue to rise. Incumbents face increasing competition from fintechs and new entrants, and the markets are defined by the need to innovate while maintaining trust and service quality.

RFI Global works with leading financial institutions across Australia and New Zealand to navigate this complexity, understand competitive dynamics and track customers’ evolving needs throughout the customer journey. We combine rigorous benchmarking and targeted insight to help clients understand and improve customer experiences and drive growth. 

With coverage spanning consumer and business banking across Australia and New Zealand, we provide a complete view of the market, enabling clients to prioritise investment and focus on the areas that will have the greatest impact.

Our Solutions

Our AU/NZ research programmes combine scale, continuity and depth to deliver a robust, always-on view of customer behaviour and market performance. 

Atlas, the most comprehensive financial services study in Australia, captures insights from over 60,000 consumers and 18,000 businesses annually, providing a transparent foundation for decision-making. We combine syndicated scale with client-specific priorities, ensuring insight is robust and aligned to strategic needs. Our Consumer and Business Council programmes provide an in-depth understanding of behaviour, attitudes and performance drivers, while our iSky Radar platform benchmarks digital banking experiences across competitors.

Together, our integrated portfolio enables clients to understand customer needs, track performance over time, benchmark digital experience, and prioritise the activities that will have the greatest impact.

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, India, Indonesia, Korea, Malaysia, New Zealand, Singapore, UK, US, UAE

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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, India, Malaysia, New Zealand, Singapore, UK, US, UAE

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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

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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

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Speak to your local expert

RFI Global’s AU/NZ team combines deep financial services expertise with advanced research and analytics capabilities, ensuring insights are both methodologically robust and grounded in real market dynamics and client needs.

Working closely with leading financial institutions, our specialists draw on long-running research programmes, many with more than a decade of continuous data, to provide an unrivalled view of how customer behaviour and market dynamics are evolving. This longitudinal perspective, combined with insight into global trends, enables them to identify emerging shifts early and understand what is likely to happen next.

They move beyond reporting insight to delivering clear, actionable recommendations that resonate with senior stakeholders and support confident, evidence-based decision-making.

Alex Boorman

Alex Boorman

Chief Product Officer, Global

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