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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. Exchange Traded and Mutual Funds - Canada - September 2019

    “ETFs continue to grow in popularity as more investors buy into the concept of low cost, passive investing. While the affluent have embraced ETFs, the mass affluent segment is still relatively untapped.”

    – Sanjay Sharma, Senior Financial Services Analyst

    This report examines the following issues:

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    £3,435.47 (Excl.Tax)
    Consumer Report
    September 2019
    Canada
  2. Investment Trends - US - April 2019

    "The FinTech revolution has borne a stable of robo-advisor and other self-service investment options for the average consumer, and brought with it tools and products that were previously only accessible for wealthy investors at traditional institutions. But while consumers now have greater ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    April 2019
    US
  3. Hispanics and the Banking Experience - US - March 2019

    "As payment cards and banking apps are becoming the main ways in which Hispanics interact with their banks, the nature of customer touchpoints are shifting away from bank branches. For banks to drive longer-term loyalty, it is important they find ways to generate a desire for in-person ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    March 2019
    US
  4. Black Consumers and the Banking Experience - US - March 2019

    "The majority of Black consumers have at least one bank account, but the share is slightly lower than the general market. Black consumers are satisfied with their bank, which is rooted in the anytime, anywhere customer service they receive plus tools to help them manage their money. Customer ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    March 2019
    US
  5. Retirement Planning - Canada - May 2018

    “Women are less confident about their retirement finances so messaging centred on emotional connections to money will likely resonate with them and encourage them to be proactive about retirement planning.”
    – Sanjay Sharma, Senior Financial Services Analyst

    This report looks at the following issues:

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    £3,435.47 (Excl.Tax)
    Consumer Report
    May 2018
    Canada
  6. Investment Products - Canada - January 2018

    “Socially responsible investing may be undergoing a rebirth as progressive segments of the population evince a greater interest in ethical screening of investments”
    – Sanjay Sharma, Senior Financial Services Analyst

    This Report discusses the following key topics:

    • One in 20 Canadians has more than $1 ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    January 2018
    Canada
  7. Wealth Advisory Services - Canada - December 2017

    “Old is gold when it comes to wealth with over-65s being the most affluent and having the highest ownership of investments.”
    – Sanjay Sharma, Senior Financial Services Analyst

    This Report discusses the following key topics:

    • Around half of Canadians have a TFSA and/or an RRSP
    • Around half of investors ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    December 2017
    Canada
  8. Retirement Planning - US - November 2017

    "The recession helped many consumers realize the importance of saving money, especially for the long term. As a result, most people have begun to take steps toward saving the money they will need to comfortably retire, but there is room for improvement. Certain segments, such as women and ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    November 2017
    US
  9. Consumers and the Economic Outlook: Quarterly Update - US - April 2017

    "With a new administration, a growing economy, and a relatively healthy jobs market, this Report addresses how consumers are feeling about their current financial situation. Through a series of questions that will be asked throughout 2017, Mintel has aggregated consumer opinion on their current ...

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    £1,954.19 (Excl.Tax)
    Consumer Report
    April 2017
    US
  10. Millennials and Finance - US - April 2017

    "As Millennials continue down their financial journey, reaching this group will require going beyond generational marketing to target these consumers within their specific life stage. Millennials are between the ages of 22 and 39 (turning 40 in 2017) and, as such, represent a mixed group of ...

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    £3,435.47 (Excl.Tax)
    Consumer Report
    April 2017
    US
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