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Financial Services agencies in United States

Agencies with financial services expertise study banking, payments, insurance, and investing customers, navigating regulatory constraints and trust-driven categories.

These agencies have a headquarters or office in United States. Confirm the locations and languages available for your project.

24 agencies to explore

All agencies in United States

CMB (Chadwick Martin Bailey)

Headquarters in Boston, United States

Insights and strategy consultancy supporting brand health, customer journeys, segmentation, and product growth. Its researchers combine qualitative methods and analytics, with capabilities including focus groups, ethnography, and usability research.

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Heart+Mind Strategies

Headquarters in Reston, United States

Research and strategy consultancy studying the values and motivations behind people's choices. Its qualitative and quantitative services cover audience segmentation, message testing, brand tracking, opinion polling and online communities.

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IDEO

Headquarters in San Francisco, United States

Design and innovation consultancy using customer and employee research to shape products, services, and business strategy. Its research practice combines interviews, observation, and prototype testing to understand people's needs and evaluate new experiences.

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InnovateMR

Headquarters in Calabasas, United States

InnovateMR provides research audience sampling, survey programming, and research consulting. Through Ivy Exec, it also recruits business professionals and industry specialists for B2B qualitative studies.

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KRC Research

Headquarters in Washington, DC, United States

Public opinion and market research consultancy within The Weber Shandwick Collective. It provides qualitative and quantitative studies, audience segmentation and tracking to inform communications, brand and stakeholder decisions.

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MarketVision Research

Headquarters in Cincinnati, United States

MarketVision Research is a custom research firm supporting market discovery, brand development, innovation and launch decisions. It combines qualitative and quantitative research, behavioral science and research communities for consumer and business clients.

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PeopleMetrics

Headquarters in Fort Washington, United States

Research and customer experience firm providing custom qualitative and quantitative studies, NPS programs, and customer advisory boards. Its custom research addresses brand positioning, audience segmentation, product development, and campaign performance.

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Provoke Insights

Headquarters in Ridgewood, United States

Market research and brand strategy firm supporting advertising, branding, and content marketing decisions. Its custom quantitative and qualitative programs cover brand equity, audience segmentation, creative testing, and consumer behavior.

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RTi Research

Headquarters in Norwalk, United States

Market research firm applying survey research and analytics to brand strategy, product development, and customer acquisition. Studies include concept and product testing, pricing optimization, brand health tracking, and customer segmentation.

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Brandtrust

Research and strategy consultancy applying social and behavioral science to brand, customer experience and innovation questions. Its methods include narrative and contextual inquiry, social-data analysis, concept exploration and quantitative online validation.

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Designit

Headquarters in Copenhagen, Denmark

Experience design and innovation consultancy offering design research to inform products, services and customer experiences. Its published banking work combines qualitative interviews, quantitative surveys, ethnographic studies and focus groups across multiple countries.

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PSB Insights

Research consultancy supporting audience, brand, communications and product decisions. Its offerings include segmentation, reputation tracking, choice-based product and pricing studies, and analysis of social conversations and other unstructured data.

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Quadrant Strategies

Research and strategy consultancy supporting brand positioning, reputation, public affairs and product marketing decisions. It conducts research with specialist audiences, including policy professionals, technology decision-makers, business leaders and investors.

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