Actionable intelligence for success in financial services
Empower your decision-making with the most actionable and future-focused insights into consumers’ financial needs, behaviour and attitudes in the UK.
Get a competitive edge
Orion is your single, trusted source of forward-focused intelligence, designed to guide all your strategic and tactical decisions. Covering banking, savings, investments, lending, insurance, payments and innovation, it offers an in-depth, 360° view of consumers’ financial lives.
An unparalleled view of UK consumer financial behaviour
Powered by quarterly insight from 4,000 consumers, Orion delivers robust, in-depth and timely insights, tailored to your needs. It goes beyond the surface to reveal the ‘why’ behind consumer decisions to help you drive growth.
From deepening engagement with existing customers and unlocking cross-selling opportunities to attracting new customers and building a strategy for long-term success, Orion provides the comprehensive insights you need to plan a successful future and monitor and improve it over time.
Work with RFI Global’s financial services experts to stay ahead of trends, anticipate market shifts, and refine your strategies. RFI Global consultants specialise exclusively in financial services research, providing the expertise and analysis you need to unlock deep insights into your customers and prospects, empowering you to make informed decisions and stay ahead in the market.
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 Orion unique?
- Holistic: It provides an in-depth, 360° view of consumers’ financial lives across all key areas: banking, savings, investments, lending, insurance and retirement planning.
- Actionable: We provide more than the what, we explore the how the why and the what next.
- Depth of insight: Intelligence to inform your strategy and tactical decisions. Your single source of truth about your brand and your competitors.
- Customised: Tailored insights to address your specific needs. Results are analysed and presented to meet your requirements and the option to add customised questions.
- Global expertise: We know financial services worldwide, and we understand global trends and patterns and how they translate across markets.
Get the insights you need to understand not just the what but also the how, the why, and what next to drive customer acquisition, engagement, retention, product innovation and business growth. Subscribe now to stay informed.
Wallet wars: Why credit card loyalty is under threat
- The payments landscape is evolving fast. Discover how US consumers are using credit cards, BNPL and mobile wallets.
Affluence across borders: What wealthy consumers want from financial services
- Discover what affluent customers want from financial institutions worldwide
Episode 18: Reimagining payments – Why Square is Australia’s Most Recommended Merchant Service provider
- Jess Aloi discusses how Square is transforming the payments landscape for merchants and small businesses and redefining the future of banking.
The new insurance reality: What shrinking household budgets mean for coverage
- 48% of households now prioritize building an emergency fund, shifting focus away from long-term financial goals like retirement savings.
The future of US insurance: Adapting to changing household needs
- Watch our on-demand webinar to learn how US consumers prioritize insurance. Gain insights from MacroMonitor and the Society of Research.
The US consumer perspective on the rise of AI in finance
- With 400 million active ChatGPT users, AI is no longer a distant concept—it's reality. Are banks prepared to meet evolving consumer demands?
Neo to Paleo: The evolution of challenger banks worldwide
- Over 25% of consumers in Hong Kong, Singapore, and Malaysia are considering switching their main bank within the next year.
Webinar – SME banking in APAC is transforming. Are you digitally ready?
- SME banking across APAC is evolving rapidly, with 34% already considering switching providers. Watch the webinar now.
