“The depth of data analysis, beyond the survey results, has exceeded our expectations.”
Read the full text here.
Actionable financial
services insights for
confident decisions
Our holistic suite of research solutions is tailored to your strategic needs. From deep consumer and business insights to industry-leading market intelligence, we equip you with the insights and analysis to navigate today’s financial landscape with clarity and foresight.
How we can help you
At RFI Global we pride ourselves in understanding the financial services sector, global trends and patterns, and the important details of the many local nuances. We know how consumer and business behaviours are evolving globally, and locally, and how this affects decisions about different financial products and services.
Our syndicated research solutions provide the breadth and depth of insight and foresight you need to answer your unique questions. Many of our solutions also allow you to add custom questions so you can delve into your unique challenges and opportunities. Our programmes are updated regularly in each market, ensuring that your decisions are always backed by the most current data.
With a team of experts deeply embedded in local markets and collaborating globally, we ensure you benefit from best practices worldwide.
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, Malaysia, New Zealand, Singapore, UK, US, UAE
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, Malaysia, New Zealand, Singapore, UK, US, UAE
MacroMonitor
Capture a 360° view of US household financial behaviour, attitudes, needs, relationships and trends, representing the views of 130 million US households.
COUNTRIES
US
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
Bespoke research
Customised research when you need to dig deeper on a specific topic, to validate your product development, refine market positioning or address specific strategic initiatives.
“RFi data is robust and insightful. Always able to provide recommendations & competitive benchmarking for us to decide on next actions.”
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.
RFi Group is one of the best research companies out there within the financial services and payments industry.
Professional, experience and expertise. A great friendly team of people who you feel are there to help you and the customer.
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
Stay ahead with the latest financial services insights from RFI Global.
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?
