Financial services
market research,
insights and intelligence
How we can help you
RFI Global is the only global data and insights company dedicated exclusively to financial services. Our specialist researchers and analysts help banks, fintechs, payment providers, insurers and consultancies understand customers, benchmark performance and identify growth opportunities with confidence.
With experts across the world's leading financial services markets, we combine global perspective with deep local expertise. Our ongoing consumer and business research programmes reflect the realities of each market, providing the intelligence organisations need to track customer behaviour, monitor competitors and make informed strategic decisions.
Whether you're evaluating market opportunities, measuring customer experience, assessing competitive performance, or planning your next strategic move, we provide the evidence to support better decisions.
Who we work with
From banks and insurers to fintechs, payment providers and consultancies, we provide the market intelligence organisations need to understand customers, benchmark performance, identify opportunities and make confident strategic decisions.
Banks
We help banks understand the needs, behaviours and expectations of retail, business and affluent customers. Through ongoing market intelligence, competitive benchmarking and customer insight, we support evidence-based decision-making, identify opportunities for growth and help organisations respond to changing market dynamics.
Fintechs
We provide fintechs with the market intelligence needed to understand retail and business customer expectations, validate propositions and identify opportunities in rapidly evolving markets. By tracking customer needs, competitive developments and emerging trends, we help organisations differentiate their offering and prioritise investment.
Credit Unions
We help credit unions understand what matters most to their members, from changing expectations and service preferences to competitive performance and growth opportunities. Through ongoing research and intelligence, we support stronger member engagement, improved experiences and confident strategic decision-making.
Payment providers
From issuers and acquirers to networks and payment innovators, we deliver insight into consumer payment behaviour, merchant needs and emerging technologies. We help them understand the trends redefining payments, benchmark performance and identify opportunities for innovation, growth and competitive advantage.
Consultancies
We provide consultancies with trusted financial services data, market intelligence and competitive insights to strengthen strategic advisory work and client engagements. Combining robust consumer and business intelligence with deep financial services expertise, we help consultants bring greater confidence and evidence to their recommendations.
Insurance companies
We help insurers understand the changing needs and expectations of both consumers and businesses. Through ongoing customer insight, competitive benchmarking and market intelligence, we support better decision-making, identify opportunities for growth and help organisations strengthen customer engagement, retention and long-term value.
Regional expertise
Combining deep local market knowledge with a global perspective, we help clients understand customers, benchmark performance and identify opportunities across the world's leading financial services markets.
Asia
Asia's financial services landscape is diverse, dynamic and rapidly evolving. Our experts combine deep local market knowledge with regional and global perspectives, helping organisations understand consumer and business customers, navigate market complexity and identify opportunities across multiple countries, customer segments and growth corridors.
Australia & New Zealand
Built on decades of financial services expertise and ongoing consumer and business intelligence, our Australia and New Zealand insights help organisations understand changing customer expectations, benchmark performance and navigate highly digitally mature markets where innovation, competition and customer experience continue to drive success.
Canada
Combining deep Canadian market knowledge with global benchmarking, our expertise helps organisations understand consumer and business customers, assess competitive performance and identify opportunities in a market defined by strong competition, digital transformation and evolving customer expectations, while providing context against major international markets.
UAE
Drawing on extensive consumer and business research, our UAE expertise helps organisations understand changing customer behaviour, assess competitive and digital performance, and identify opportunities in one of the world's fastest-evolving financial services markets and a growing global hub for wealth and financial innovation.
United Kingdom
Built on decades of financial services expertise, our UK insights help organisations understand customers, competitors and digital performance across one of Europe's most mature and competitive banking and payments markets. Ongoing consumer and business intelligence helps our clients to identify opportunities, benchmark performance and respond to changing customer expectations.
United States
Combining a deep understanding of the US market with consumer and business intelligence, competitive insight and digital benchmarking, our expertise helps organisations navigate a financial services landscape defined by scale, fragmentation and rapid innovation, while identifying opportunities to strengthen performance and customer engagement.
Data-driven insights for financial service leaders
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