
FINANCE
Unlock Financial Insights With Suzy to Build Customer Loyalty and Increase Their Lifetime Value
To stand out, you need innovative strategies to establish closer relationships with your customers, so when they want something specific, like retirement planning advice or a mortgage, your institution is the first place they look. Suzy can help you uncover the insights you need to stand out against the competition.
TRUSTED BY
Consumers today are increasingly financially literate. They’re getting creative with their investments and going cashless. See if your business is equipped to deal with these changing behaviors.
Benefit and Offer Testing
Use Suzy’s MaxDiff analysis to identify which product benefits and offers are most preferred by your target consumers, and drive adoption with your current and prospective customers.
Brand Tracking
Understand how consumers feel about your institution vs the competition. Uncover how consumers’ attitudes, behaviors, associations, and perceptions vary within your category, so you can pivot your strategy wherever necessary with brand tracking.
Consumer Segmentation
Whether your target consumers are in the process of buying a house, refinancing, or simply looking for a new bank, Suzy can help you be more intentional with your outreach. Segment your audience into groups with similar characteristics, behaviors, and desires, which can be leveraged to create more targeted and personalized campaigns, offerings, and products.

Explore further with in-depth insights and reports
Money Matters: How the Recession Impacts Consumer Spending
Wallet Watch: Credit Cards & Plastic Perks
Stashing Cash: How Consumers Bank, Save and Invest in 2023
Cashless Convenience: How Consumers Use Mobile Devices for Payments
Adapting to Uncertainty: Consumer Perspectives on Banking, Saving, and Investing in 2023
Faithful or Fickle? Financially-Driven Consumer Shopping Choices

Personalize your approach to insights designed for Finance
