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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. Credit Unions and Retail Banking - Canada - February 2017

    “Family relationships are an influential factor behind choice of first bank so incentivizing parents to open accounts for their children is a sound strategy.”

    –    Sanjay Sharma, Senior Financial Services Analyst

    This report will cover the following areas:

    • TD and RBC are the top two primary bank ...

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    £3,174.67 (Excl.Tax)
    Consumer Report
    February 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 ...

    Read More
    £3,174.67 (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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    £3,174.67 (Excl.Tax)
    Consumer Report
    January 2017
    US
  4. Insurance Claims and Servicing - Canada - January 2017

    “Increasing the adoption of usage-based insurance will mean convincing customers to trade in their privacy to obtain benefits such as better rates and a smoother driving experience.”

    – Sanjay Sharma, Senior Financial Services Analyst

    This report looks at the following issues:

    • Increasing ownership ...

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    £3,174.67 (Excl.Tax)
    Consumer Report
    January 2017
    Canada
  5. Property and Casualty Insurance - US - January 2017

    "The insurance industry is competitive, as most people make their insurance choices based on price. However, technology is sparking some real innovations in the industry, and they are beginning to attract attention. Because it is easier to attract new, young customers than it is to get older ones ...

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    £3,174.67 (Excl.Tax)
    Consumer Report
    January 2017
    US
  6. Life Insurance - US - December 2016

    "The majority of American consumers currently have life insurance, but are still looking for ways to customize their current plans. Those who do not have life insurance would be hard-pressed to find a reason to apply for and purchase a policy. Marketers who can inspire consumers to focus more on ...

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    £3,174.67 (Excl.Tax)
    Consumer Report
    December 2016
    US
  7. 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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    £3,174.67 (Excl.Tax)
    Consumer Report
    December 2016
    US
  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:

    Read More
    £3,174.67 (Excl.Tax)
    Consumer Report
    November 2016
    Canada
  9. Financial Needs of Affluent and High Net Worth Consumers - US - November 2016

    "Most affluent and HNWI (high net worth individuals) have sophisticated financial needs and concerns, but only approximately half use a financial adviser and only one third have a written financial plan. Advisory services might make it easier for them to reach their goals, but trust in ...

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    £3,174.67 (Excl.Tax)
    Consumer Report
    November 2016
    US
  10. Customer Retention and Cross-sell in Banking - Canada - October 2016

    “There is a degree of under-utilization of rewards for multiple product ownership which presents an opportunity for banks to offer more targeted rewards based on customer preferences.”
    – Sanjay Sharma, Senior Financial Services Analyst

    This report discusses the following key topics:

    • Nearly seven in ...

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    £3,174.67 (Excl.Tax)
    Consumer Report
    October 2016
    Canada
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