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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. 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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    US $3,995.00 (Excl.Tax)
    Consumer Report
    February 2017
    Canada
  3. 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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    US $3,995.00 (Excl.Tax)
    Consumer Report
    January 2017
    Canada
  4. 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
    US $3,995.00 (Excl.Tax)
    Consumer Report
    November 2016
    Canada
  5. 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 ...

    Read More
    US $3,995.00 (Excl.Tax)
    Consumer Report
    October 2016
    Canada
  6. Insurance Purchase Channels - Canada - September 2016

    “On-demand insurance through digital channels is set to increase in popularity but for now traditional channels dominate the distribution landscape.”

    –    Sanjay Sharma, Senior Financial Services Analyst

    This report will cover the following areas:

    • Auto, life and home insurance have the highest ...

    Read More
    US $3,995.00 (Excl.Tax)
    Consumer Report
    September 2016
    Canada
  7. Consumer Finances and Priorities - Canada - August 2016

    “Canadians are somewhat pessimistic about economic conditions and concerned about food inflation and employment but the housing market is not a national concern”.
    – Sanjay Sharma, Senior Financial Services Analyst

    This report discusses the following key topics:

    • Consumer confidence is middling at best

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    August 2016
    Canada
  8. Banking Channel Usage and Preferences - Canada - July 2016

    “The merging of digital and human channels in the form of chatbots and robo-advisors is the next key development in the world of banking channels.”

    Sanjay Sharma, Senior Financial Services Analyst

    This report looks at the following areas:

    • Age is a key determinant of payment methods used
    • Around one in ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    July 2016
    Canada
  9. Consumers and Financial Advice - Canada - May 2016

    “The introduction of CRM2 and the rise of digital advice channels (including robo-advisory services) are two major forces that are likely to have a significant impact on the financial advisory industry in Canada in the coming years.”
    – Sanjay Sharma, Senior Financial Services Analyst

    This report ...

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    US $3,995.00 (Excl.Tax)
    Consumer Report
    May 2016
    Canada
  10. Marketing Financial Services to Women - Canada - April 2016

    “Positive messaging centred on life events is more likely to resonate with women and encourage them to be proactive about investing and retirement planning.”

    – Sanjay Sharma, Senior Financial Services Analyst

    This report looks at the following areas:

    • Women are less confident due to a self-perceived ...

    Read More
    US $3,995.00 (Excl.Tax)
    Consumer Report
    April 2016
    Canada
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