mTab for you · Financial Services
mTab for Financial Services Strategy Leaders
See the financial services shifts that change the plan, ranked, explained and ready for the board.
- Signals arrive from different sources on different schedules
- Competitor moves are known informally before they are known formally
- Risks surface at the review, not before it
- The leadership brief takes a week and is out of date on delivery
Pulse monitors all of it continuously, so your team does not have to.
Pulse Welcome back
Strategy · Financial Services
3 things deserve your attention
- Market Shift
The regulator signaled tighter expectations on complaint response times
Your current standard sits inside the proposed window; two journeys do not.
Suggested action
Size the operational gap for the two journeys and brief compliance.
Draft brief Run analysis - Research Finding
Budgeting features are becoming a primary-account driver for under-35 customers
A shift in what wins the primary relationship for the youngest cohort.
Suggested action
Brief product and marketing on a budgeting-led primary-account proposition.
Draft brief Run analysis - Brand & Customer
Three signals this quarter point to a switching risk among under-35 customers
Ease-of-use gap, budgeting preference and a competitor's switching message moved together.
Suggested action
Generate the leadership brief with a recommended response and a test plan.
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
- See market shifts early
- Track competitor moves
- Find growth opportunities
- Find emerging risks
- Prepare executive briefs
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 strategy teams
Research-backed evidence for the plan.
Segmentation, market sizing and competitive perception studies are analyzed in Halo Reports and trended across waves, so the strategic plan rests on evidence your research team stands behind.
- Segmentation and market studies analyzed and trended over time
- Competitive perception compared brand by brand
- Board-ready reports that update as new waves arrive
- Pulse ranks the findings that change the plan
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.