mTab for you · Financial Services
mTab for Financial Services Commercial Leaders
Walk into every financial services account conversation knowing what changed and holding the evidence.
- Competitor pricing and offers are learned from the field, late
- Demand signals are visible online before they reach the pipeline
- Research that would win the conversation sits with another team
- Proof points take days to assemble
Pulse monitors all of it continuously, so your team does not have to.
Pulse Welcome back
Sales & Commercial · Financial Services
3 things deserve your attention
- Market Shift
Small-business account inquiries rose after the competitor's fee change
Interest is building in a segment where your proposition compares well.
Suggested action
Brief the small-business team and prepare a switching offer.
Draft brief Run analysis - Competitor
A competitor launched a switching bonus targeting your under-35 customers
Aimed at the cohort with the widest ease-of-use gap.
Suggested action
Model the exposure by cohort and brief retention on a response.
Draft brief Run analysis - Research Finding
Commercial clients cite fraud handling as the top reason to consolidate banking relationships
A proof point for the consolidation conversation with the account.
Suggested action
Add the driver analysis to the account brief.
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
- Read demand signals
- Watch pricing and incentives
- Track competitor offers
- Prepare for account conversations
- Spot pipeline risk
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.
-
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.
-
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 sales & commercial teams
Research proof points for every account.
The research your company already owns becomes evidence in the sales conversation. Halo Reports cuts it by market and customer type, and Halo Flows delivers the proof points where sellers work.
- Research cuts by market, segment and customer type
- Shareable reports for account and territory reviews
- Proof points delivered into Salesforce, Slack and email
- Pulse flags demand and competitor changes in your territories
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.