Finance

Stay top of mind when it comes to their bottomline

Buying a home or planning for retirement are some of the biggest and most complicated life decisions. In a sea of financial institutions, understanding the complex mindset of investors is the key to designing products that meet them where they are and building lifelong loyalty for your brand.

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Keep pace with fast-moving markets

Financial institutions are battling for every dollar, as investors set the bar at an all-time high: they now expect seamless digital experiences, robust cybersecurity, total transparency, and assistance dealing with inflation and fluctuations in interest rates and the market. Suzy can help your company figure out the right offerings and messaging to get consumers to put their trust—and money—in your institution.

Benefit and Offer Testing

Use Suzy’s MaxDiff analysis to identify which product benefits and offers are most preferred by your target consumers and drive adoption with your current and prospective customers.

Brand Tracking

Use brand tracking to understand how consumers feel about your institution vs the competition. Uncover how consumers’ attitudes, behaviors, associations, and perceptions vary within your category and change over time, so you can pivot your strategy when necessary.

Consumer Segmentation

Whether your target consumers are buying a house, refinancing, or simply looking for a new bank, Suzy can help you be more intentional with your outreach. Segment your audience into groups with similar characteristics, behaviors, and desires, which can be leveraged to create more targeted and personalized campaigns, offerings, and products.

Suzy can help close the deal

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Suzy supports your financial institution across the board

Marketing & Brand

Validate and launch

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Sales

Optimize and win

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Product

Iterate and innovate

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Insights

Explore and recommend

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400+ of your favorite brands are already using Suzy

"We’re a learning organization. We work with folks like Suzy to interview customers, understand customer feedback, and pipe all that back into our projects. That’s a really core part of how we operate."
Kofi Amoo-Gottfried

CMO, DoorDash

"Suzy’s insights helped us understand our audience on a whole new level. Their platform allowed us to adapt quickly and make confident decisions that led to a standout experience."
Justin Breton

Director of Brand Experiences & Strategic Partnerships, Walmart

"Suzy gives us a baseline for understanding where we are versus the competition and helps us maintain perceptions of safety and efficacy."
John Churchman

Senior Brand Manager, Mommy’s Bliss

"Suzy helps us glean insights and explore hypotheses quickly. Our customer success manager is smart, responsive, and always adds value. In a short timeframe, the tool has been improved in meaningful ways to enhance both the UX and utility."
Erin Wong

VP, Strategy Director, DDB

"We had three great concepts and lots of questions. Suzy gave us answers faster than you can make a tuna sandwich."
Jeremy Zavoral

Sr. Director of Innovation & Insights, Bumble Bee

"Suzy has been something we've been leveraging tremendously when we ideate and test our ideas and get consumer feedback live. We're iterating the new ideas as we go. It’s almost like a co-creation with the consumer which I really love."
Yvette Marichal

Executive Director Innovation Insights & Trends, Estée Lauder Companies

"Suzy is someone we have leaned on heavily to help us identify crucial insights. We are lucky to not only have Suzy as a research partner, but to access their key learning on the new food & beverage consumer."
Jared Johnson

VP, Shopper Analytics & Insights N.A., PepsiCo

"We've worked closely with Suzy and the team in building out our capabilities for long-term consumer tracking as well as real-time insights. I love the fact we are able to achieve great speed without trading off the quality of our consumer feedback."
Nick Graham

Global Head of Insights & Analytics, Mondelēz International

"Suzy has so many best use cases. I’ve been using it primarily for creative evaluation, but I know colleagues of mine have been using it to test different ideas around the attitudes and behaviors of different audiences."
Catherine Chao

Director, Strategy & Evaluation, Ad Council

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