mTab for you · Financial Services
mTab for Financial Services Product Leaders
Know what financial services customers want, where competitors are moving, and what deserves a place on the roadmap.
- Customer needs change faster than the research cycle
- Pain points are scattered across reviews, verbatims and support
- Competitive gaps are debated without evidence
- Roadmap decisions start from requests rather than research
Pulse monitors all of it continuously, so your team does not have to.
Pulse Welcome back
Product · Financial Services
3 things deserve your attention
- Research Finding
Customers over 55 abandon identity verification at twice the rate of other cohorts
The step, not the app, is the problem. Assisted paths score well where they exist.
Suggested action
Prioritize an assisted verification path in the next release.
Draft brief Run analysis - Product & Quality
App-store reviews cluster on login failures after the update
A sharp, short spike confirmed by consumer-care contacts, recovering within four days.
Suggested action
Add the failure pattern to release monitoring and brief support ahead of the next update.
Draft brief Run analysis - Competitor
A competitor's app leads on ease of use among likely switchers by 3 points
The lead is concentrated in payments and transfers, not in account opening.
Suggested action
Ask Pulse for the feature-level comparison and prioritize the payments journey.
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
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 product teams
Customer research behind every roadmap decision.
Concept tests, feature studies, satisfaction trackers and verbatims sit together in Halo Reports, so product teams can see what customers want by segment and bring the evidence to the roadmap review.
- Concept and feature test results compared across segments
- Satisfaction and verbatim themes by product and release
- Reports product managers can filter on their own
- Pulse priorities link back to the study and cut behind them
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.