mTab for you · Financial Services
mTab for Financial Services Agency Teams
Deliver financial services research clients keep using after the readout, and watch their trackers between waves.
- Every engagement ends with a deck that ends up in a folder
- Clients ask next month's question from research already delivered
- Wave-over-wave readouts consume senior time
- Client access and provider terms are managed by hand
Pulse monitors all of it continuously, so your team does not have to.
Pulse Welcome back
Agencies · Financial Services
3 things deserve your attention
- Brand & Customer
Onboarding satisfaction fell 6 points for customers over 55 after the app release
The drop is isolated to one cohort and one journey stage: identity verification. Other cohorts improved.
Suggested action
Share the stage-level cut with digital and branch teams and add an assisted path for identity verification.
Draft brief Run analysis - Research Finding
Trust in fraud handling is now the strongest driver of advocacy across four waves
Driver analysis moved fraud handling ahead of rates and fees for the first time.
Suggested action
Brief marketing and operations on fraud handling as a proof point and review the response-time standard.
Draft brief Run analysis - Competitor
A digital-first competitor widened its ease-of-use lead by 3 points among likely switchers
The segment most likely to switch in the next year now sees a clearer gap.
Suggested action
Ask Pulse for the feature-level gap and hand it to the digital product team.
Draft brief Run analysis
Illustrative signals
Trusted by leading financial services brands
What Pulse monitors for your team
Signals tracked from day one
- Trust and advocacy drivers
- Switching intent
- Journey-stage satisfaction
- Competitor positioning
- Regulatory change
- Complaint and support themes
Configured for your role at setup and refined as your team uses it.
Your priorities
Select your primary objective
- Deliver research clients keep using
- Watch client trackers between waves
- Automate recurring readouts
- Answer client questions faster
Your selection reorders the priorities above and the recommendations below.
What your team gains with mTab
-
Spot market and brand shifts sooner
See changes in brand health, consideration, sentiment, share and competitors early, so your team can respond before the next reporting cycle.
- Pulse
- Flags the shift the day the data lands.
- Halo Reports
- Trends your brand trackers across waves and markets, with significance testing.
-
Make better decisions
Ask why a metric moved and get a grounded answer from your own studies, segments and data, without waiting for another analysis request.
- Pulse
- Answers the follow-up question in plain language.
- Halo Reports
- Returns the verified crosstab and chart behind the answer.
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Get more from research
Connect studies, trackers, waves and datasets so teams can reuse what you already know instead of commissioning new work or searching old decks.
- Pulse
- Connects a new finding to what earlier studies found.
- Halo Reports
- Keeps every study, wave and document in one governed place.
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Save hours every week
Automate competitive reviews, wave summaries and executive briefs, giving your team more time to interpret, decide and act.
- Pulse
- Delivers the finished brief to the people who need it.
- Halo Reports
- Refreshes tables and report pages automatically every wave.
Halo Reports for financial services agencies teams
Built for customer experience and brand research.
Banks and insurers run relationship studies, journey trackers and driver analyses across products and cohorts, under strict data governance. Halo Reports handles the analysis, and Pulse routes each finding to the team that can act on it.
- Analyze CX and brand trackers by cohort, product and journey stage
- Run driver analysis to see what moves trust, advocacy and switching
- Share governed reports with product, operations and marketing
- Every Pulse priority traces to the study and segment behind it
Trusted by teams like yours.
10×
faster from survey data to a decision-ready finding
Foremost Insurance
Survey data becomes decision-ready ten times faster, and the insights team spends its time on the questions that need a person.
Read the story750+
Ford employees using mTab insights worldwide
Ford Motor Company
More than 750 people across Ford make customer, market and product decisions from the same insight, faster.
Read the story350+
internal and external datasets unified
Jaguar Land Rover
One place to see what customers think across every study, and a foundation for Pulse to watch it continuously.
Read the storyRecommended for your role
Where to go next
See this on your data.
We already know your industry and team, so the conversation starts there.