Marketing research and insights that help financial services companies drive brand awareness and engagement.
Go-to-Market research drives successful product launches. Logica® implements end-to-end GTM research from product innovation to channel optimization to measuring post-launch success.
Brand equity research is critical to measuring your success in building brand awareness, creating brand equity, and deepening brand engagement for your financial brand. Consumer and B2B brand equity research with Logica® can inform your brand strategy and help you drive differentiation and competitive advantage in the marketplace.
Constant innovation is the key to successful product development in financial services and fintech. Logica® can help you create the next generation of innovative products with market research before product launch, including buyer journey research, archetype development and product feature optimization research for your consumer audiences and B2B markets.
Proprietary thought leadership content is key to establishing your brand in the marketplace, gaining press coverage and increasing visibility with target audiences. Partnering with Logica® for thought leadership research and PR research gives you the insights and data you need to be the go-to source for media and have your own proprietary content for sales enablement, marketing, and PR.
Connecting with your market and deepening brand engagement requires compelling messages and the right marketing outreach. Marketing messages need to be tested and refined—before you go to market. Logica® has decades of experience helping brands conduct both qualitative and quantitative marketing research that prioritizes key messages and marketing that will resonate with your audience and drive action before you go to market so that you make the most of your marketing and advertising budgets.
Understanding your buyer’s path to decision making is key to marketplace success, for both the individual consumer and the B2B purchase journey. Logica® can help you understand where consumers and businesses go to research brands, what influences their decisions, and what ultimately drives their decision. Purchase journey research is the key to driving acquisition.
Understanding and measuring employee financial wellness are key to retention and business growth. Through financial wellness research with Logica®, you will understand the financial benefits you need to offer that go beyond compensation, and that help increase financial wellness and wealth building among your employees, such as credit building, budgeting, financial advice and more–ultimately driving employee retention and business growth.
Earn press with Public Relations Research and Thought Leadership Research.
Schwab’s IAOS 2025 highlights the traits and tools reshaping independent advice
The 2025 Schwab IAOS reveals how independent advisors are embracing leadership, emotional intelligence, and AI tools to meet evolving client needs and redefine the RIA model.
Schwab’s 2025 401(k) Participant Survey uncovers insights on savings, confidence, and retirement goals
The 2025 Charles Schwab 401(k) Participant Survey, conducted with Logica Research, reveals how inflation impacts retirement confidence, savings strategies, and retirement goals across generations, with insights on later retirements, employer support, and the $1.6M savings benchmark.
Charles Schwab’s 2025 Modern Wealth Survey reveals shifting perceptions of financial security
Charles Schwab’s 2025 Modern Wealth Survey reveals how Americans are redefining wealth—focusing on well-being, freedom, and financial planning amid rising costs and economic uncertainty.
Gain insights and intelligence on the Future of Money.
Logica® Future of Money Study Reveals Consumer Resilience Amid Economic Uncertainty
New Logica® Future of Money Study reveals how Americans are adapting to rising costs and tariffs—showing financial resilience through increased saving, investing, and use of AI tools.
Americans remain divided on economic outlook, reveals Logica’s Future of Money Study
Logica’s Future of Money Study shows that nearly 50% of Americans think the economy is worsening, driving changes in spending, investing, and work habits. The study offers valuable insights for financial services companies.
Millennials Are Taking Charge: New Future of Money Report
In a time of unprecedented economic uncertainty, the latest Logica® Future of Money Study looks at how Americans across all generations, particularly Millennials, are navigating complex financial landscapes—and shows how people are seeking ways to increase their financial stability and find trusted advice.
