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.
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
Suzy supports your financial institution across the board
Foundational Insights
Explore demographics, attitudes, and behaviors.
Innovation + Research & Development
Test concepts, products, packaging, and pricing.
Marketing & Creative
Validate ideas, copy, and creative.
Shopper & Category Research
Optimize the full funnel.
User Interface & User Experience
Get your users flowing with optimized design.
See Suzy in action
Learn how Suzy can boost your business.
400+ of your favorite brands are already using Suzy
"Thanks to Suzy’s data-driven approach, we were able to bring financial taboos to the forefront and develop strategies that encourage openness and transparency. The results have been outstanding."
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Staying Ahead of Culture and Technology with Frank Cooper III, CMO at Visa
Frank adheres to the Japanese concept of Ikigai. According to this philosophy, to discover your personal sense of purpose, you should consider four key aspects: what you love, what the world needs, what you are good at, and what you can get paid for. When these four areas align, one can find a clearer path to their meaning in life.
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