Sector Expertise
Financial Services
speaking your language
Financial Services
Financial services is shifting fast. The role of physical branches is fading. Fintechs are thriving. And AI is changing how customers interact with providers – as well as how institutions operate from the inside out. It’s an industry in flux, shaped by new tech and rising customer expectations.
For our clients, it means constant reinvention. How to entice new customers with less. How to stay relevant as traditional models are challenged. How to connect with high net worth audiences who expect more.
STRAT7 Incite helps financial services providers find clarity in complexity. We help them see where growth lies, how to build stronger engagement, and how to evolve at the speed the market demands – without losing sight of strategy or trust.
Clients engage us to solve their challenges
Foundational Insights
U&As, segmentation, consumer journeys, consumer immersion
Strategy & Planning
Innovation, brand and comms, growth strategy
Complex executional work
Pricing, portfolio optimisation, behaviour change
Wider support
Training, analytics, synthesis of existing data.
We have found it incredibly powerful to share this insight with colleagues across the organisation; it has given them the ability to self-reflect on the decisions they are making to ensure all of our customers’ views and opinions are at the centre of those decisions.
Trusted by leading, global brands
FEATURED BLOG
Three New Year’s resolutions for Financial Services brands
As we enter 2025 be in no doubt, people are stressed about money, and their finances are under significant pressure, which creates an opportunity for financial services brands to step up.
Here are three focus areas which could make a real difference for customers in 2025.
