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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. 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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    £3,239.54 (Excl.Tax)
    Consumer Report
    November 2016
    Canada
  2. 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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    £3,239.54 (Excl.Tax)
    Consumer Report
    October 2016
    Canada
  3. 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 ...

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    £3,239.54 (Excl.Tax)
    Consumer Report
    September 2016
    Canada
  4. 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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    £3,239.54 (Excl.Tax)
    Consumer Report
    August 2016
    Canada
  5. 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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    £3,239.54 (Excl.Tax)
    Consumer Report
    July 2016
    Canada
  6. 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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    £3,239.54 (Excl.Tax)
    Consumer Report
    May 2016
    Canada
  7. 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 ...

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    £3,239.54 (Excl.Tax)
    Consumer Report
    April 2016
    Canada
  8. Mortgages/Residential Mortgage Lending - Canada - March 2016

    "A current banking relationship is the most important choice factor for consumers when choosing a mortgage lender, underlying the importance of a strong branch network and motivated front-line staff to cross-sell mortgage products."
    – Sanjay Sharma, Senior Financial Services Analyst

    This report ...

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    £3,239.54 (Excl.Tax)
    Consumer Report
    March 2016
    Canada
  9. The Underbanked - Canada - February 2016

    “Disruptive start-ups have the potential to poach future generations of banking customers by offering them lower-cost alternatives to conventional services and becoming a trusted alternative. Conversely, this could also lead to alliances with mainstream financial institutions.”

    – Sanjay Sharma, ...

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    £3,239.54 (Excl.Tax)
    Consumer Report
    February 2016
    Canada
  10. Generational Banking - Canada - January 2016

    “Old is gold in Canada in terms of wealth and financial security as over-65s report having the highest amount of investments, lowest debt and feel most financially secure.”

    - Sanjay Sharma, Senior Financial Services Analyst

    This report looks at the following areas:

    • Over-65s have the highest ownership ...

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    £3,239.54 (Excl.Tax)
    Consumer Report
    January 2016
    Canada
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