Financial Services

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Helion’s financial services specialists provide comprehensive solutions to the banking and insurance industry. From service improvement to competitor research over pricing research. Name it, we have done it.

The world of finance has changed drastically after a five-year period of turbulence. More regulations, more demanding clients, the breakthrough of digital service offering on the one hand, but commoditizing of products and services on the other hand.

To remain thriving in compliance, improved Customer Experience and correct price positioning are essential factors.

Helion can provide you with the necessary insights. We measure regulatory compliance, retail experience through the various touchpoints, price elastic on your competitor’s products, credit card acceptance and much more.

Our portfolio includes multi-country retail banking clients, global credit card providers and leading insurance brands.

We help you measuring the customer journey across each touchpoint, and define the areas for improvement. The research models we use will give you in-depth insights on which KPI’s are meaningful to loyalty, but then again also on those that need fine-tuning to ensure future success.

Want to learn more on what we do within your sector? Contact us!

Solutions used

Helion offers tailor-made solutions for various business needs. Read more about some of our solutions for the Financial Services Industry.

Customer (Service) Experience

Helion is one of the leading research agencies in the Customer Experience domain. We use Mystery Shopping as a proven method to manage and improve the experience you deliver to your customers.

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Pricing Research

Our customized programs will deliver you insights on the pricing dynamics in your market. From retailer adherence to pricing policies over competitive price positioning to discount strategies. We deliver insights to retailers as well as to manufacturers.

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Research methodologies used

Mystery Shopping

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Retail Auditing

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Customer Research

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