mTab for you · Financial Services
mTab for Financial Services Marketing Leaders
Know what financial services buyers noticed, where the brand moved, and what the next brief should say.
- Brand health moves and the reason is three studies deep
- Campaign results arrive in aggregate, after the next flight is planned
- Competitor messaging changes are noticed late
- Audience shifts show up in the tracker before they show up in the plan
Pulse monitors all of it continuously, so your team does not have to.
Pulse Welcome back
Marketing · Financial Services
3 things deserve your attention
- Brand & Customer
Brand trust rose among customers who recall the fraud-response campaign
The campaign works where it lands. Recall is lowest among customers over 55.
Suggested action
Extend the campaign to the channels the over-55 cohort uses most.
Draft brief Run analysis - Micro Trend
Under-35 customers increasingly cite budgeting features when choosing a primary account
A consistent rise across three waves. Rates and fees matter less to this cohort than they did.
Suggested action
Test a budgeting-led message for the under-35 acquisition campaign.
Draft brief Run analysis - Competitor
A competitor moved its acquisition message from rates to ease of switching
Switching friction is the top stated barrier among likely switchers in your tracker.
Suggested action
Review the acquisition message and consider a switching-support proof point.
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
- Track brand health
- Measure campaign impact
- Watch competitor messaging
- Spot audience shifts
- Understand perception and price
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.
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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 marketing teams
Brand tracking your team can use directly.
Your brand tracker and campaign research live in Halo Reports. Marketers explore results by segment and market without waiting on an analysis request, and Pulse flags when something moves.
- Brand health by segment, attribute and market, wave over wave
- Pre- and post-campaign research compared side by side
- Interactive brand reports shared with agencies and regional teams
- Pulse alerts when awareness, consideration or perception shifts
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.