Orion
Empower your strategic and tactical decisions with forward-focused, actionable intelligence about UK consumer behaviour across banking, savings, investments, lending, insurance and retirement planning.
Countries
UK
Find out moreFinancial Services Intelligence in UK
Uncover the insight you need to understand the UK’s mature, highly competitive banking and payments market through robust retail and business customer intelligence, competitive understanding and digital benchmarking.
Trusted by the world's leading financial services companies
How we help clients
The UK is one of the most competitive and fast-moving banking and payments markets in Europe, where customer expectations evolve rapidly. Long-established banks, digital challengers and fintechs compete side by side, while regulation, technology and economic pressures continue to redefine the industry.
For more than two decades, RFI Global has helped the UK’s leading financial institutions navigate this complexity with independent, actionable intelligence across retail and business banking. Everything we do is grounded in the voice of the customer and underpinned by rigorous methodologies. Our UK Banking & Finance Awards uniquely recognise the institutions delivering best-in-class customer outcomes across digital experience, product excellence, customer service and brand strength – based on customer intelligence at scale.
Our Solutions
In a market shaped by AI, digital transformation and shifting customer expectations, our UK solutions help research, product and strategy leaders make confident, evidence-based decisions. Each year, we capture insights from more than 16,000 consumers and 4,500 businesses across the UK, alongside thousands of real banking app interactions through our iSky platform.
From customer acquisition and loyalty to digital experience, payments and business banking, we deliver the intelligence financial institutions need to benchmark performance, identify growth opportunities and stay ahead of market dynamics.
Countries
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
Find out more
Business Council programmes
Access in-depth analysis of business banking needs, usage and preference 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
Find out moreSpeak to your local expert
Our London-based team combines deep UK market expertise with a global perspective on the trends defining financial services. We track consumer and business banking behaviour across major institutions and emerging players, products and channels, helping clients understand not just what is changing, but why.
Whether you are benchmarking performance, responding to changing customer expectations or identifying your next growth opportunity, our experts bring the market knowledge, analytical rigour and strategic insight to help you act with confidence.
We regularly publish thought leadership and speak at industry events on the trends and challenges influencing banking and payments in the UK and globally - from AI and digital transformation to customer loyalty, regulation, payments innovation and the future of business banking.
Our latest insights on UK financial services
View all insights
Explore how family banking is evolving into a lifecycle strategy, with insights on digital experience, financial education and long-term customer relationships.
Why onboarding is a strategic advantage in banking, shaping customer acquisition, satisfaction, engagement and long-term value from day one.
Discover how digital adoption is reshaping business banking, with Santander UK insights on relationship management and SMEs.
UK businesses don’t need more payment tools. They need flexibility, visibility and control over how payments are managed across systems.
The OpenAI and Plaid partnership marks a shift in AI usage to personalised financial insight. Our data reveals the opportunities.
Beyond the hype, how is AI delivering real impact? Key takeaways from AWS Financial Services symposium.
Mid-market enterprises expect digital efficiency and expert human insight from banks, redefining how value is delivered in UK business banking in 2026.
Discover what customers want from AI in banking, and how banks can capture the AI opportunity now.
Discover the future of virtual bank cards, why customer adoption remains low, and how banks can improve security, flexibility and efficiency in mobile banking.
Explore the latest global trends in mobile banking UX, from app features and security to personalisation, simplicity and customer engagement.
The highest recognition at the UK Banking & Finance Awards, celebrating outstanding customer advocacy in retail and business banking.
RFI Global's UK Banking & Finance Awards are based on the voice of the customer for retail and business banking. Discover the winners.
RFI Global's UK Banking & Finance Awards benchmark and celebrate the best performers based on independent customer research.
Discover which banks are leading digital experiences for UK retail and business customers, from ease of use to frictionless journeys.
Advanced UX intelligence for financial services. Benchmark digital journeys, map customer experiences and gain competitive insights.
Explore global consumer attitudes to AI in financial services, the impact of trust, risk perceptions and what customers value.
Explore customer‑voted leaders in product innovation and discover which banks deliver the strongest value for UK customers.
Discover how trust and innovation shape banking brands. These awards recognise leading banks across retail and business.
Discover how customer service builds trust in banking. These awards recognise leading providers in consumer and business banking.
How rewards influence main bank choice and customer loyalty around the world.
Discover the five global trends shaping SME banking in 2026, from AI and fintech to cybersecurity and international growth.
Explore the 5 key trends shaping financial services in 2026, from AI and cybersecurity to digital innovation and wealth. Download the report.
Explore the top five financial services trends shaping 2026, from AI adoption and digital UX to neobanks, cybersecurity, and wealth management. Insights from 200,000+ consumers and 60,000 businesses worldwide.
Explore the 5 key trends shaping financial services in 2026, from AI and cybersecurity to digital innovation and wealth. Watch the video to discover more.
Discover the five trends reshaping UK financial services in 2026, from AI to mobile banking and wealth. Data-driven insights from 4,000 UK consumers.
Discover why banks without branches are winning on trust and speed and why incumbents must right-size and embed AI to remain relevant.
Discover how consumers worldwide are shaping the ESG agenda in banking and how banks can capture this growing opportunity.
Explore the latest global trends in mobile banking UX with RFI Global’s Mark Donohue, as he reveals what’s shaping the future of digital banking experiences.
RFI Global launches new trends report outlining the five trends that will shape financial services in 2026
iSky digital UX intelligence enhances RFI Global’s survey insights with real-user journey mapping and benchmarking for financial services.
With experts embedded in local markets, we bring cultural context and a global perspective to every insight we deliver.
Discover four strategies to strengthen UK SME relationships and drive growth through mobile-first banking, proactive support and trusted innovation.
Explore how fintechs have evolved from disruption to maturity, and what’s next for neobanks as they focus on engagement, profitability and growth.
Discover five ways lenders can retain mortgage customers in the UK amidst high mortgage costs and high switching rates.
Understand the needs of UK SMEs as they seek better finance partnerships and digital tools to enhance their growth.
Discover Gen Z's impact on financial services as they enter their peak earning years and wield significant spending power.
New research from RFI Global reveals opportunity for banks to improve personalised service and support for small businesses.
Explore the future of wealth management with insights from Citi's digital growth head on trends and innovations.
Discover how people pay around the world and how new methods like mobile wallets and BNPL are being adopted.
Mid-year 2025 financial services industry trends update with insights from 200K+ consumers & 60K+ businesses. Watch expert videos.
Challenges for UK SMEs have intensified. Discover how to better meet their needs by combining digital convenience with a human touch.
Mid-year 2025 financial trends update with insights from 200K+ consumers & 60K+ businesses. Watch expert videos & download the full report.
Despite lingering economic uncertainty, savings are on the rebound, signalling a positive shift in consumer finances.
RFI Global provides NPS tracking and analysis to many of the world’s largest and most valuable banking brands.
Over 25% of consumers in Hong Kong, Singapore, and Malaysia are considering switching their main bank within the next year.
Digital-only banks are gaining ground, with their UK primary relationship share rising from 1% in 2019 to 6% in 2025, according to RFI Global.
Understand consumer needs and preferences across financial products. Insights from RFI Global's Consumer Council programmes help you make informed decisions and drive growth.
Forward-focused, actionable intelligence on UK consumer behaviour across financial products to empower your decision-making.
Clinton Cheng discusses the impact of fintech innovation, cash trends, and regulations on the evolving global banking landscape.
Female-led SMEs are rising, yet funding and support lag. How can banks step up? Discover key insights this IWD.
Did you know that 50% of UK consumers now use digital-only providers, yet the Big 6 still hold 84% of primary banking relationships?
RFI Global reveals a shift in wealth management, with UK (28%) and Singapore Mass Affluent consumers turning to digital-only providers.
Traditional banks vs. fintechs—who’s winning? Discover key insights from 4,000+ UK consumers on shifting market trends. Watch the webinar now.
New consumer research from RFI Global highlights the impact a higher cost of living is having on consumer savings and credit.
Business banking: 45 mins with a high street bank vs. 120 secs with a neobank. SMEs drive neobank growth but still seek multi-channel access.
Discover five key trends set to reshape financial services in 2025, based on insights from 200,000 consumers and 60,000 businesses worldwide.
Discover 2025’s key financial service trends with RFI Global's data-driven insights on banking, payments, and wealth. Download now!
Kathryn Petralia explains the trends in banking, the biggest challenges in financial services, and the future of the fintech industry.
Jim Marous explains how customer engagement in banking is shifting from passive loyalty to active engagement, driven by innovation.
With 34% of consumers ready to switch banks, Charles Green and Jim Marous explore AI, fintech, and digital trends reshaping banking.
In this engaging episode of the Banking Uncovered podcast, we discuss how AI and technology are shaping the future of banking.
In the UK 75% of consumers bank digitally first but when we break it down, this is almost entirely transactional behaviours.
Find out how Barclays is navigating digital transformation and customer engagement in an ever-evolving banking landscape.
Learn why cash is king for business owners. Discover the importance of cash flow management and access to capital for SMEs.
Discover why SMEs are switching to non-traditional financial providers in this latest episode of the Banking Uncovered podcast.
Financial institutions have an opportunity to acquire consumers and businesses and build profitable relationships with cross-border payments.
The challenges and implications for SMEs switching banks and managing payments.
The digital evolution has been more dramatic for SMEs than consumers. The future for financial services lies in the humanisation of digital solutions and resolving SME’s needs.
Explore the challenges and opportunities in SME banking. Learn about the trends, opportunities and solutions in this latest podcast episode.
Discover the quiet revolution happening in SME banking. Explore the growing trend of small businesses switching their main banks.
Chloe James, speaks to Surendra Chaplot, Global Head of Product at Wise about the opportunities for fintechs and traditional players when it comes to money transfer.
This article explores levels of trust amongst different financial service providers, along with the rise in mobile wallet usage, and the potential AI brings.
How to build a fintech brand that engenders trust, the importance of transparency, trust and security and a customer-centric culture.
As digital and mobile banking continue to grow, discover how to optimise chatbots to improve customer satisfaction and drive growth.
Charles Green, RFI’s Founder, speaks to Olivier Crespin, four times bank founder, about the captivating world of digital banking and the opportunities generative AI and other technologies bring for banking.
Charles Green, RFI’s Founder, speaks to Mohamed Keraine, Global Head of Digital Banking at Standard Chartered about the future of digital banking: how to mitigate risks, maximise opportunities and prioritise investment.
Latest UK SME banking trends reveal rising fintech adoption, digital expectations and new opportunities for lenders and providers.
RFI Global announces a CEO transition, reinforcing leadership continuity and strategic direction as the business enters its next phase of global growth.
We are still a couple of months away from BNPL regulation being brought into effect in the UK, but we can already begin to imagine the impact
RFI Global's, Austin Laylee, discusses the latest ESG trends in the UK Financial Services Sectors. He also previews the future of ESG.
Finding solutions to climate change has become a staple topic of conversation across all corners of society.
In this special edition to RFI – in the know, we hear from Head of Insights, Joe Sharangparni as he previews his presentation at Pay360.
In our latest episode of RFI - In the Know, RFI Global's Jess Garratt shares some of the key themes we are seeing within our current savings
Consumer confidence in the UK is low. In fact, the OECD has been producing its Consumer Confidence Index (CCI) in the UK since the early 1970s.
Undeniably, Buy Now Pay Later (BNPL) is here to stay, but what it will look like in 12 months from now could be very different.
Data-driven insights for financial service leaders
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