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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. Lifestage Marketing in Financial Services - US - January 2016

    There are many ways to define a lifestage, including by age, marital status, or parental status. The financial needs of each lifestage are unique and financial institutions are always seeking ways to appeal to the needs of each one. While the recent recession affected everybody, it may have ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    January 2016
    US
  2. Attitudes towards Higher Education - US - December 2015

    "A college degree is still largely viewed as a necessity for a successful career and as a source of greater job security. However, the cost, lack of flexibility, and lengthy time commitment have some adults looking for alternatives to a traditional education."

    - Lauren Bonetto, Lifestyles & Leisure ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    December 2015
    US
  3. Marketing Financial Services to the Mass Affluent - US - December 2015

    "The mass affluent market is largely untapped by traditional financial services providers and provides great opportunity for institutions to expand their customer base. Less than one third of mass affluent consumers regularly work with a financial advisor, yet their financial needs are substantial ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    December 2015
    US
  4. The Insurance Purchase Decision - US - November 2015

    "The insurance purchase decision has significant long-term impact on consumers’ wallets and insurers’ success. Most consumers are loyal to the insurer they pick and do not switch often, indicating that insurers need to achieve new opportunities where they can be found. Marketers who understand the ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    November 2015
    US
  5. Baby Boomers and Finance - US - November 2015

    Financial services institutions may be focusing a lot of attention on Millennials, but Boomers are still a very influential group. According to the US Bureau of Labor Statistics’ Consumer Expenditure Survey, Boomers earn an estimated $2.4 trillion each year. This report examines how the Boomers ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    November 2015
    US
  6. Financial Services and Small Businesses - US - October 2015

    "The small business segment is changing rapidly, as an increasing percentage of small businesses are owned by women and minorities."

    This report looks at the following areas:

    • Mobile banking still not heavily used
    • Disruption in the lending arena

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    October 2015
    US
  7. Consumer Payment Preferences and Behaviors - US - September 2015

    "The payment industry is undergoing massive changes, driven primarily by new technology that is affecting all aspects of the industry. There is a huge difference in payment preferences and expectations among generations, with younger generations shying away from the credit cards older generations ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    September 2015
    US
  8. The World of Real Estate - US - August 2015

    "The real estate market has begun to recover from the recent crisis. Mortgage rates are still low, housing prices have rebounded in many markets, and most people have a positive attitude toward buying property. However, there are social trends and economic challenges that are influencing the ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    August 2015
    US
  9. Consumer Attitudes toward Debt - US - July 2015

    Consumers have begun to borrow again and banks have begun to lend. This is likely to continue as the economy strengthens, unemployment continues to decline, and interest rates stay low. As loan demand grows, however, the industry is facing disruption by P2P (peer-to-peer) lenders that match ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    July 2015
    US
  10. Health Insurance - US - June 2015

    ''The rise of exchanges has brought choice and personal responsibility to the retail market on a vast new level. Providers need to demonstrate how their plans can meet the needs of consumers which are described throughout this report.''

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    June 2015
    US
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