Testa Marketing

Industry

Banking, insurance and fintech

An industry where trust is the product.

Discuss my case

Banks, insurers, credit unions and fintechs. Financial inclusion in Mexico remains incomplete, which means a large share of the potential market is unbanked and unreachable with an online sample. Understanding it takes face-to-face fieldwork and a conversation about money that people do not have easily.

What this industry is up against

01

The unbanked market does not appear in any internal database.

02

Talking about income and debt requires a framing that builds trust.

03

Perceived risk weighs more than the rate in the decision.

04

The branch experience contradicts what the app promises.

Studies we typically run

Frequent studies in this industry

  • Financial inclusion and access barrier study
  • Satisfaction and NPS by channel: branch, app and contact centre
  • Mystery shopper in branch and during onboarding
  • Brand perception and institutional trust
  • Financial product and fee concept testing
  • Customer base segmentation using internal data

Case studies

Case studies for this industry: coming soon.

Let's talk about your project

Related solutions

A Testa interviewer talking with a consumer in her home

Customer Understanding

Who your customer is, what they do and why

 A customer and a sales assistant reviewing a tablet on a shop floor

Customer Experience

What actually happens at every touchpoint

 A working session with brand material and notes on a glass wall

Brand Intelligence

The place your brand occupies in the market’s mind

 A table with packaging prototypes, product samples and evaluation sheets

Product & Innovation

Validate before you produce

Methods we use

Face-to-face surveys Mystery shopper Data and Big Data analysis In-depth interviews

Let's talk about your project

Tell us what decision you are facing and we will tell you which study answers it.

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