Financial Services Intelligence in Canada

Succeed in Canada’s competitive financial services market with actionable retail and business customer insight, combined with a clear understanding of how key trends compare across major global markets to prioritise investment.

Trusted by the world's leading financial services companies

How we help clients

Canada’s banking market is highly concentrated, deeply competitive and influenced by rapidly evolving customer expectations, alongside increasing pressure from digital challengers. While many of the forces reshaping financial services are global, Canadian consumers exhibit distinctive behaviours, particularly around trust, technology adoption and expectations of service quality.

With a higher proportion of affluent consumers than other major markets (4% high net worth, 32% affluent), there is a significant opportunity to deepen relationships and grow share of wallet.

RFI Global helps financial institutions navigate this complexity with independent, data-led insight into consumer and business behaviour, enabling more informed decisions across product, customer experience and growth strategy.

Our Solutions

Our Canadian research programmes provide financial institutions with the clarity and confidence to prioritise investment and identify the opportunities that matter most to consumers and businesses.

Through our Consumer and Business Councils, we help clients understand what drives behaviour, attitudes, switching dynamics, loyalty and growth across segments and provide in-depth competitive intelligence. As digital usage continues to grow, our iSky Radar platform benchmarks digital banking experiences across competitors, providing a clear, data-driven view of performance across key journeys and channels.

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, India, Indonesia, Korea, Malaysia, New Zealand, Singapore, UK, US, UAE

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iSky

Power your digital strategy with market-leading UX benchmarking, journey mapping and competitive intelligence, built for banking and insurance services to navigate the ever-changing digital customer experience.


Countries

Global

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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

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Speak to your local expert

RFI Global brings decades of experience working closely with Canada’s leading financial institutions, supporting strategic decision-making across consumer and business banking, payments and digital experience.

Our team combines deep local market knowledge with a broader global perspective, helping clients understand not only how the Canadian market is evolving, but how performance compares with leading institutions in other regions.

This ability to benchmark globally while staying grounded in local market dynamics is critical in a market like Canada, where expectations are defined by domestic competition and international innovation.

Kieran Hines

Kieran Hines

Director, EMEA & North America

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