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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. Black Consumers and Money Management - US - May 2016

    "Black consumers are eager for help and in need of money management services. Black consumers’ household structures, dynamics, and incomes differ from the total population, presenting them with specific challenges in managing their money."

    - Tonya Roberts, Multicultural Analyst

    This report looks at ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    May 2016
    US
  2. Financial Literacy - US - May 2016

    The level of financial literacy is low in the US and consumers are paying the price. The ramifications of this to consumers are obvious, and fortunately many consumers realize that they don’t know enough and are interested in learning more. To help consumers improve their understanding of concepts ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    May 2016
    US
  3. American Lifestyles - US - April 2016

    “Even though an improved economy has left Americans with a little extra money in their pockets, some are still struggling to find a balanced approach to spending. In an attempt to spend prudently while still enjoying whatever extra they have, consumers are meeting their financial obligations by ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    April 2016
    US
  4. Innovations in the Insurance Market - US - April 2016

    After years of offering little innovation, the insurance industry is rapidly integrating technology into its interactions with consumers. Mobile apps that make it easier to get information and conduct transactions, trackers that provide feedback so people can change their behavior, and devices ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    April 2016
    US
  5. Unsecured Loans - US - March 2016

    "As with other areas of financial services, technology is bringing about radical change in the unsecured lending arena. P2P (peer-to-peer) lenders are challenging traditional lenders with their lower interest rates, online capabilities, and easy access to funds. The target markets for P2P lenders ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    March 2016
    US
  6. Retail Banking and Credit Unions - US - February 2016

    "The movement of the retail banking industry toward a more mobile experience provides financial institutions with a tremendous opportunity to establish new relationships and deepen engagement with current customers."
    - Monica Staco, Category Manager - Financial Services

    This report discusses the ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    February 2016
    US
  7. Investment Trends - US - February 2016

    The economy is strengthening, the stock market has been volatile, and interest rates remain low. The recession hit portfolios hard, and many people adjusted their investing behavior, with some becoming more aggressive and others more conservative. Different generations have different investment ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    February 2016
    US
  8. 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
  9. 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
  10. 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
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