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Financial Services Market Research

Mintel’s financial services market research reports provide a comprehensive and extensive overview of the marketplace including information on the financial services market size and financial services market share.


Mintel’s financial services industry reports can help you gain further insight into the financial services market trends and gain valuable financial services consumer data.


Make sure you stay one step ahead of your competition – Mintel’s market analysis can help you make informed business decisions by providing up-to-the-minute financial services industry intelligence. Our market intelligence reports span hundreds of countries and regions.

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  1. Saving and Investing for Children - Canada - March 2017

    “Making Personal Financial management tools more appealing and useful might be a helpful stimulus to motivate parents to save small amounts regularly to enhance RESP contributions.”
    – Sanjay Sharma, Senior Financial Services Analyst

    This Report discusses the following key topics:

    • Around three in ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    March 2017
    Canada
  2. Investment Trends - US - February 2017

    "The investment world is being buffeted by several disruptive trends. One is the rise of robo-advisers, which provide algorithm-based investment advice without the help of humans. These allow lower minimum balances, have lower trading costs, and often even offer access to humans. Demographics are ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    February 2017
    US
  3. The Financial Lives of College Students - US - January 2017

    "College students are typically just beginning their financial journey into adulthood. Their key financial behaviors are not yet established, and they are still looking for a more traditional banking experience. It is important to realize that investing is still somewhat of a mystery to this age ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    January 2017
    US
  4. Consumers, Saving and Investing - UK - January 2017

    “The convenience of being able to easily access savings and investments online is now just as important as fees charged and rates paid, which means that providers who develop the most effective finance management apps and dashboards will be less vulnerable to competitor price moves.”
    Paul Davies, ...

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    US $2,727.29 (Excl.Tax)
    Consumer Report
    January 2017
    UK
  5. Lifestyles of Affluent and High Net Worth Consumers - US - December 2016

    US Affluent and HNWIs, with their large amount of income-producing assets, are important to lifestyle brands, particularly those offering value-added products and services. With higher-than-average household incomes, they command a significant amount of purchasing power across a variety of areas, ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    December 2016
    US
  6. Consumers and Direct Investment - UK - December 2016

    “Direct-to-consumer investing has grown steadily in the last five years and this growth will continue in the coming years. As well as positive market conditions for growth, there is also consumer demand for direct services. People are keen to take control of their finances and will look for the ...

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    US $2,478.79 (Excl.Tax)
    Consumer Report
    December 2016
    UK
  7. SIPPs - UK - December 2016

    “The SIPP market is increasingly diverging into two separate areas: lower-cost and lower-value platform SIPPs and full-range bespoke SIPPs. Despite the many challenges ahead, there is a place for both plan types. Bespoke providers will have to hold greater levels of capital, and yet more of them ...

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    US $2,478.79 (Excl.Tax)
    Consumer Report
    December 2016
    UK
  8. Affluent/Mass Affluent Investing and Banking - Canada - November 2016

    “Financial advisors serving the affluent must not only develop a wider range of skills but also understand their attitudinal differences such as those related to risk perception and charitable giving.”
    – Sanjay Sharma, Senior Financial Services Analyst

    This report examines the following issues:

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    November 2016
    Canada
  9. ISAs - UK - November 2016

    “The ISA market is at a turning point. Overall contributions continue to grow driven by the stocks and shares sector of the market, but the number of accounts fell in the last tax year, as low interest rates undermine the incentive to save among many consumers. The introduction of the Personal ...

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    US $2,478.79 (Excl.Tax)
    Consumer Report
    November 2016
    UK
  10. Equity Investing - UK - September 2016

    “Low savings rates and new technology should make investing in equities an attractive proposition for those who have become disillusioned with the cash savings market. However, ownership across the adult population remains low and a risk-averse attitude continues to hamper the uptake of investment ...

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    US $2,478.79 (Excl.Tax)
    Consumer Report
    September 2016
    UK
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