Custom research and consumer insights to help financial services brands strengthen products, sharpen marketing and build stronger customer relationships.
Go-to-market research helps financial services firms launch products, services and customer experiences with greater confidence. Logica Research conducts custom go-to-market research for brokerage and asset management firms, banks, wealth managers, payments companies, fintech firms and other financial organizations. Our qualitative and quantitative market research helps organizations identify customer needs, test concepts, evaluate positioning, optimize messaging and measure launch performance.
Financial services brands rely on brand equity research to understand awareness, consideration, trust and differentiation. Logica Research conducts consumer and B2B brand equity research for banks, investment firms, wealth managers, payments companies and fintech brands. Our research helps organizations strengthen brand positioning, improve customer engagement and identify opportunities to grow market share.
Product development research helps financial services firms and fintech companies identify customer needs, evaluate market opportunities and build products that are more likely to succeed. Through custom qualitative and quantitative research, Logica Research supports concept testing, product feature optimization, customer segmentation, buyer journey research and product innovation for financial services organizations.
Thought leadership research helps organizations build credibility, generate media coverage and establish authority in their markets. Logica Research designs custom thought leadership and PR research studies that produce proprietary data, compelling insights and newsworthy findings for financial companies. Our research supports public relations, content marketing, sales enablement and industry leadership initiatives.
Marketing communications research provides the customer insights needed to develop effective messaging, positioning and marketing campaigns. Through qualitative and quantitative market research, Logica Research helps financial services and fintech organizations evaluate brand messages, optimize positioning, test marketing communications and improve campaign performance.
Understanding how customers research, evaluate and choose financial products is the foundation of buyer journey research. Logica Research conducts buyer journey research for both consumer and B2B audiences, helping clients identify customer needs, decision drivers, information sources, purchase barriers and key decision points. These insights help organizations improve customer acquisition, optimize customer experiences and strengthen go-to-market strategies.
Employee financial wellness research helps employers understand the financial challenges, benefit needs and financial well-being priorities that influence employee engagement and retention. Logica Research conducts custom financial wellness research to help organizations evaluate employee needs, assess financial stress, measure benefit effectiveness and identify opportunities to improve workforce well-being. These insights help employers strengthen employee benefits programs, improve retention and support business performance.
Pricing research helps organizations determine the right price for products and services by understanding how customers value features, benefits and offerings. Logica Research conducts pricing research for financial services and fintech firms using methodologies such as conjoint analysis, willingness-to-pay research and segmentation. Our research helps clients optimize pricing strategies, evaluate product packaging, improve competitive positioning and maximize revenue opportunities.
Earn press with Public Relations Research and Thought Leadership Research.
What the 2026 Schwab Survey Reveals About Teen Investors — And Why Parents Should Pay Attention Now
Discover what the 2026 Schwab Teen Investing Survey reveals about how teens are learning to invest — and what parents can do to help.
First Citizens Wealth’s Beyond Wealth Report highlights how business owners are navigating economic pressure, growth decisions and long-term planning
Based on a survey of 500 U.S. business owners, the 2025 Beyond Wealth Report explores funding strategies, operations and retirement planning.
BILL’s 2026 State of AI in Finance highlights adoption, impact and barriers across finance teams
BILL’s 2026 State of AI in Finance report, with Logica Research, reveals how finance teams are adopting AI, where it delivers impact and what challenges remain.
Gain insights and intelligence on the Future of Money.
Americans reshape money habits as AI and commute costs shift the future of work
New research reveals how Americans are rethinking money, work, and commuting in 2025, highlighting shifting financial habits and the growing influence of AI.
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.
