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.
New “ETFs & Beyond” Study from Charles Schwab
The 2024 “ETFs and Beyond” study by Charles Schwab, conducted with Logica Research, highlights growing investor confidence in exchange-traded funds (ETFs) despite market uncertainty.
Charles Schwab 2024 401(k) Participant Study
Charles Schwab’s 2024 401(k) Participant study, conducted by Logica Research, reveals a growing confidence among workers regarding their retirement prospects, as a reduction in concerns over inflation and market volatility. Additionally, the study highlights a rising demand for professional financial advice.
Charles Schwab 2024 Modern Wealth Study
Charles Schwab’s 2024 Modern Wealth Study, conducted with Logica Research, reveals a growing trend of financial confidence across generations—with younger Americans taking a proactive approach to investing at an earlier age. The findings highlight significant shifts in attitudes towards financial planning and investment participation, suggesting a positive outlook for future financial stability.
Gain insights and intelligence on the Future of Money.
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.
Economic Uncertainty is Reshaping Americans’ Money Management Attitudes: New Report
The latest Logica® Future of Money Study explores money management trends, with a focus on how Gen Z navigates their finances.
Driving Financial Account Acquisition: Consumer Messaging Insights
Our latest Future of Money study includes a special report on financial account decision making, which delves into the reasons Americans open investment and banking accounts—and how perceptions of fraud protection, privacy, and security are impacting these decisions.