Banks, insurance companies and wealth management firms must deal with a new reality: between shifting demographics, volatile global markets and the rise of e-commerce, there’s no room for mistakes. Vision Critical’s financial services solutions connect you directly to your customer base for feedback that allows you to build loyalty and stay ahead of the competition.

“The insight community helps Westfield be who we say we are—we share knowledge and we build trust, not only with customers and agents, but with our own employees as well.”

—Amy Feeman
Research Professional, Westfield Insurance

What does the solution do for you

Innovate products

Create effective, targetable segments to develop and launch the right products, to the right people at the right time

Stay ahead of trends

Protect product investments by understanding how competitors, demographic changes and technology adoption preferences impact your business

Acquire new customers

Test marketing campaigns, programs and new products with brokers, advisors and customers in hours—at the speed of business

Cross-sell products

Increase growth by optimizing your omni-channel advisor, branch and online experiences across your entire suite of products and services

Build customer loyalty

Understand the why behind the NPS and JD Power survey results so you can address root cause customer experience issues

Who benefits from the solution

Marketers, brand managers, market researchers, product managers, business line leaders and executives all use insight communities to gain a deeper understanding of their banking, insurance and wealth management customers and gather actionable insight to make better business decisions.

Take the next step

Watch our demo and learn how you can generate rapid customer feedback and build better products faster.

Watch the demo

More resources

Winning the Research Revolution

In this tactical guide, celebrated researcher and author Ray Poynter examines the drivers of change in market research today and what the future holds for those who adapt.
Download the e-book…