Over the past decade, industry consolidation and media scandals have redefined the way consumers view the financial services industry. They are more mistrustful, cynical and discerning than ever before. These negative feelings are further compounded by a lack of understanding of the products and providers in the market, and a frustration with fee/commission structures.

Financial services companies face difficult times ahead. The industry is shackled with traditional roots and infrastructure but needs to be more flexible and creative in the ways it reaches out to customers. The time is ripe to be different. In the UK, Egg, Direct Line and Cahoot with their fresh approach to financial services have set themselves apart. Failure to follow suit could leave the U.S. industry vulnerable.

B/R/S Financial Research is a specialist unit within the company, the focus of which is to explore consumer and business views and provide greater insight into the ways companies can meet consumer needs.

The team comprises of Sharon Davis and Andrew Kelly, who have decades of specific sector and product expertise. They have a detailed understanding of macro (structure, key competitors, regulation) and micro (business and technology) issues in the U.S. and Europe.

The team is adept at conveying the research subject matter on a variety of levels, in clear terms for consumers and at a technical level for employees and intermediaries. In addition, we are good at communicating recommendations to a variety of audiences, from board members to sector specialists (e.g., underwriters and marcoms teams). Our diverse experience enables us to go beyond the traditional realms of marketing research — e.g., working as part of the client’s implementation team in developing the final product or communication.

Case Studies
Client List
Team

For more information about B/R/S Financial Research please contact Sharon Davis,