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Banner - About RFI Global - Focused on Financial Services

150

Of The World’s Top Financial Service Providers Served

RFI Global Magnifying Glass - Data-Driven Insights for Financial Service Providers
operating
Since

2006

covering
48 Markets
100%
Focused on
Financial services
RFI Global Transactions - Data-Driven Insights for Financial Service Providers

85

Research Programs Globally

500,000

Consumer Interviews
per annum
RFI Global Key - Data-Driven Insights for Financial Service Providers

100,000

Commercial and
SME Interviews per annum
NPS of
+83
(Sept 2021)
Swipe to learn more

RFI Global was founded in 2006 to provide unparalleled financial intelligence for the Asia-Pacific markets and has since grown to a global company with offices in four continents.

The RFI Global Promise

We promise to ask the right questions that yield the right answers to give you the clarity you seek.

RFI Global Magnifying Glass - Data-Driven Insights for Financial Service Providers
Our commitment is measurable – in fact we score an average 9 out of 10 in our post project surveys – evidence that our data and intelligence do deliver. Any score below our benchmark means we have not met the RFI Global Standard of Excellence and our leadership will reach out to you to begin putting feedback into action. We’re serious about every bit of data we collect. Let our numbers convince you.
RFI Global Magnifying Glass - Data-Driven Insights for Financial Service Providers

Since 2006, customized subscription programs have helped our clients gain stronger customer acquisition, engagement and retention by helping them navigate current and historic data & insights across 48 markets. 

 

Consumer, commercial, and SME Financial Services Councils grant unlimited access to intelligently curated data that answers real world questions about customer drivers of choice, help predict product performance and offers clear insights on the messages that will resonate with your target audience.

Meet Our Team

Meet our Leadership Team

Matt Lawrence

Chief Executive Officer

Charles Green

Co-Founder

Charles Green

Alan Shields

Co-Founder

Alan Shields

Victoria Bateman

Chief Operating Officer

Victoria Bateman, Chief Operating Officer

Alex Boorman

Chief Product Officer

Alex Boorman - Chief Product Officer

Julien Wilson

Chief Customer Officer – Asia Pacific

Julien Wilson

The RFI Global Promise

Discover the RFI Global values and
how they motivate everything we do
and believe in.

SPEED

TRUST

Actionability

ACTIONABILITY

Reliability

RELIABILITY

RFI Global has been working to remove uncertainty from the decision making process of financial service providers since 2006

RFI Global - Market Uncertainty

RFI Global is the only global data & insights company focusing exclusively on financial services.

Financial, Banking, and Retail Customers of RFI Global
Financial, Banking, and Retail Customers of RFI Global
RFI Global Telescope - Data-Driven Insights for Financial Service Providers

01

Satisfy your curiosity.

Come work with RFI Global.

Why RFI?

Thriving financial organisations need data-driven insights to fuel their decision-making processes. However, the lag in collecting and processing this data means it may no longer be valuable once received. At RFI we’re dedicated to delivering actionable insights across the financial landscape not only efficiently but promptly. We equip leaders across the finance industry with global and regional insights that pinpoint trends, predict future consumer behaviour, sentiment and identify outliers.

Enabling Data-Driven Decision Making for the world's leading financial service providers

Showcase your Intelligence

Our people matter which is why we take a proactive approach to recruitment.

With a strong global reach and a team of experienced staff spanning from product, marketing, sales, research we are constantly on the hunt for ambitious talent to join our ever-expanding team.

Great delivery only happens with great people.

We are committed to fostering a collaborative and safe work environment that supports our team’s development and career goals. If you’d like to join our ranks and make an impact, we’d love to hear from you.

Perks and Benefits

Our perks include, but are not limited to flexible working arrangements, regular employee awards, birthday leave and monthly social events.

 

As an RFI Global employee, you’ll also enjoy

  • Healthcare insurance
  • Pension contributions
  • Enhanced parental leave offering
  • 25 days leave per year plus public holidays

We value your expertise

We take a proactive approach to recruitment, searching for skilled people who can serve our clients with their expertise. Recruiting regardless of location, so that we can deliver the right team, with the right experience to every client, anywhere in the world.

RFI in Action

RF(I)mpact

Making a Global Impact

We strive to make an impact where we can. Empowering communities and raising money for causes we are passionate about.

Acting responsibly

We are committed to ensuring our organisation is not just socially responsible, but also environmentally considerate. This commitment is highlighted through our mission and values, ethos, and company practices. Explore some of our recent initiatives below

Samarathon July 2020

17 colleagues in the UK, Canada and Sydney office made their steps count through walking, jogging and running to a total of just over 700 miles last summer. We achieved above our target raising and a whooping £2,400.61 to donate to the Samaritans.

Read more about what the Samaritans do.

International Committee of the Red Cross / Australian Red Cross à Beirut explosion

From November to December 2020, colleagues in all RFI offices wanted to help fundraise money to assist those in need following the explosion in Beirut, Lebanon. Our colleagues committed to ‘Meatless Monday’ for two months, and with the support of colleague’s friends and family, they were able to contribute AUD (Australian Dollars) 2,162.60 to the International Committee of the Red Cross/ Australian Red Cross à Beirut explosion.

Find out more about ICRC and the Red Cross.

Crisis Charity walk

Over seven weeks, starting in February 2021 colleagues across our global teams took on the challenge of stepping into a walking challenge to raise awareness and donate to Crisis in the UK.

Learn about Crisis.

RF(I)nform

RFI Global: Data-Driven Decision Making for the world's leading financial service providers

Looking beyond banking’s digital revolution

MAY 2021

Banking’s digital revolution was fast-forwarded and a new set of tools for innovation including a renewed customer experience, open banking, automation, and cybersecurity became essential. Reports claim 71% of consumers globally are now using these digital banking channels weekly (RFi Group, 2020), confirming that the revolution is still sweeping through. But what about when this is all over? What about when the New Normal settles into place? How will banking look when the digital revolution finally wanes?

Read more

RFI Global: Data-Driven Decision Making for the world's leading financial service providers

Empowering mothers to take charge of their finances

MAY 2021

Mothers between ages 30 to 39 — who prioritise the stability of their family and children — have three main financial objectives: to ensure a stable family life in future, appreciate assets to beat future inflation, and to finance their children’s or grandchildren’s education, according to an RFi Research survey commissioned by UOB.

 

 

 

 

Read more

RFI Global: Data-Driven Decision Making for the world's leading financial service providers

UOB and American Express launch special Cashback Card

MAY 2021

The new cashback product meets the needs of a growing segment of consumers who want a straightforward and fuss-free way to earn cashback on all transactions. According to a UOB survey, two in three respondents said they want to earn cashback on all card spending. The UOB Absolute Cashback Card is also set to become a favourite among these respondents, with almost 80 per cent of them saying such a card would quickly become their most frequently used card

 

Read more 

RFI Global: Data-Driven Decision Making for the world's leading financial service providers

Millennials would rather use BPAY than direct debit

MAY 2021

According to recent RFi research, millennials continue to be frustrated with managing direct debit.
BPAY is providing new ways to keep millennials in control and stay on top of their direct debit.

 

 

 

 

Read more

RFI Global: Data-Driven Decision Making for the world's leading financial service providers

The big reason more bank branches will close

APRIL 2021

88% of Australians won’t return to their pre-pandemic branch usage. One of the most recent insights uncovered by RFi Group Research in collaboration with GBG Plc’s for their new report on “Digital Verification: A Digital Utopia.”

 

 

 

 

Read more

RFI Global: Data-Driven Decision Making for the world's leading financial service providers

CommBank unveils new buy now, pay later offering

MARCH 2021
RFi Research indicates that 76 per cent of Australians who currently use BNPL are interested in using a BNPL service offered by their main bank. The research showed BNPL users feel a bank provided BNPL service would be more secure and reliable. CommBank’s BNPL offering is in line with shifting customer preferences and expectations around how they like to access short term credit in simple ways, low cost and have no surprises.

Read more

RFI Global: Data-Driven Decision Making for the world's leading financial service providers

Copy-trading has changed the game for novice investors

OCTOBER 2021
A UK study from RFi Group found millennials especially preferred to use simple saving accounts rather than investing, despite the minuscule returns they offer. Why? Because more than 40 per cent of young people surveyed said the investment world was simply too difficult to understand.

Read more

Client Testimonials


“The depth of data analysis, beyond the survey results, has exceeded our expectations.”

 

Read the full text here. 

RHB works with RFI Global

Malaysia

“RFi data is robust and insightful. Always able to provide recommendations & competitive benchmarking for us to decide on next actions.”

Velocity Frequent Flyer works with RFI Global

Australia

We never seem to have enough time. The content is so interesting and the RFi team have a wealth of knowledge that we tap into as much as possible during our sessions.

VISA works with RFI Global


RFi Group is one of the best research companies out there within the financial services and payments industry.

Clearpay works with RFI Global

UK

Professional, experience and expertise. A great friendly team of people who you feel are there to help you and the customer.

Facebook logo on RFI Global, data and insights provider of exclusive research for banking and financial services


Nailed the brief. Insight was incremental to what we know and what our clients know. Specific to our needs valuable and actionable in the context of our product/service offering

RFI Global Logo - Robust Financial Intelligence
RFI Global helps the world’s leading financial service providers move nimbly and confidently from question to action with our data-honed intelligence, global market perspective and unparalleled regional insights.
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