Transform your decisions with Australia’s gold standard in financial services intelligence
Stay ahead of financial services trends with trusted, always-on intelligence.
Get a competitive edge
Atlas is Australia’s most comprehensive financial services data set on consumers and businesses. It provides a complete view of the performance of your brand and competitors.
Drive smarter business decisions with 360º insight
Powered by insights from over 80,000 consumers and businesses annually, it delivers an unrivalled understanding of product usage, advocacy, behaviour and needs across all major product categories.
With advice from RFI Global experts, stay ahead of the curve with insights to monitor your performance, refine your strategies, identify growth opportunities, optimise customer relationships and tailor products with precision.
RFI Global consultants specialise exclusively in financial services research and insights, providing you with the data and analysis needed to gain a deep understanding of your market and customers.
Tailored solutions for your teams
For marketing and insights teams:
- Understand customer advocacy
- Develop better customer propositions
- Power customer relationships
- Create high-impact customer acquisition campaigns
For product teams:
- Identify growth opportunities
- Optimise product performance
- Design new products that better meet customer needs
- Benchmark and boost product performance
For brand and strategy teams:
- Stay on top of industry trends
- Monitor competitor activity
- Boost customer loyalty and drive acquisition
- Refine your strategies and grow your market share
What makes Atlas unique?
- Unparalleled customer insights: Australia’s most comprehensive financial services data set capturing a complete view of consumer and business behaviour
- Comprehensive coverage: Powered by insights from over 80,000 consumers and businesses annually, it delivers an unrivalled understanding of product usage, advocacy, behaviour and needs across all major product categories
- Forward-looking: Monthly insights help you track core metrics like NPS and share of wallet in real-time so you can anticipate shifts in customer behaviour and adjust your strategies to stay ahead of the competition
- Competitive intelligence: Gain a deep understanding of competitor activity and benchmark your performance against competitors
- Expert guidance: Leverage the knowledge of RFI Global’s dedicated financial services research specialists
- Reputation: Trusted by Australia’s leading financial services organisations for over 15 years
Trusted by Australia’s leading financial services organisations for over 15 years, and robustly validated against industry data, Atlas helps you track KPIs, stay informed on trends, and monitor competitor moves with confidence.
Find out more
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Discover the drivers of success in the different categories and how we identify the winners
Banking Uncovered Episode 14: Affordability, sustainability, customer experience and the future of home loans
- Lisa Claes explores property market trends in the US, UK, Australia, and New Zealand, highlighting key drivers and the future of home loans.
What does the future hold for financial services in 2025?
- Discover five key trends set to reshape financial services in 2025, based on insights from 200,000 consumers and 60,000 businesses worldwide.
How shifting US household dynamics are redefining life insurance
- Life insurance, once a financial planning staple, now covers only half of U.S. households, down from three-quarters 20 years ago.
Trends and Predictions 2025
- Discover 2025’s key financial service trends with RFI Global's data-driven insights on banking, payments, and wealth. Download now!
Banking Uncovered Episode 13: Transforming fintech, the role of AI and reimagining the future of financial services
- Kathryn Petralia explains the trends in banking, the biggest challenges in financial services, and the future of the fintech industry.
The future of financial services in Australia and New Zealand
- RFI Global’s Financial Services Trends and Predictions 2025 dug into five of the top themes that we see playing out in 2025.
What’s next for US financial services? Challenges and opportunities in 2025
- US financial services evolved in 2024 with economic shifts, tech growth, and changing consumer needs. What's next?
Why banks need to use AI to create personlisation and customer engagement
- Monzo, Revolut and fintechs dominate retail banking in 2024 as switching rates hit record highs. What’s behind this global shift?
