mTab for Financial Services
See who is at risk, what builds trust and where competitors are winning customers, so your teams can act before customers switch.
Trusted by leading financial services brands
mTab is a financial services market research and insights platform for banks and insurers. It turns customer experience trackers, brand studies, driver analysis and market data into decisions: Pulse monitors trust, switching intent, journey satisfaction, competitor offers and regulatory change by customer cohort, and tells each team what changed and what to do next.
What Pulse monitors
Where signals get missed today
What Pulse surfaces
Why it matters
The drop is isolated to one cohort and one journey stage: identity verification. Other cohorts improved.
What to do next: Share the stage-level cut with digital and branch teams and add an assisted path for identity verification.
Why it matters
Driver analysis moved fraud handling ahead of rates and fees for the first time.
What to do next: Brief marketing and operations on fraud handling as a proof point and review the response-time standard.
Why it matters
The segment most likely to switch in the next year now sees a clearer gap.
What to do next: Ask Pulse for the feature-level gap and hand it to the digital product team.
Illustrative signals
Halo Reports for financial services insights teams
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.
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 storyFAQ
Trust and advocacy drivers, switching intent, journey-stage satisfaction, competitor positioning, regulatory change, complaint themes, digital adoption and feature sentiment, across your research and the market.
Trackers and studies in Halo, survey and experience platforms, customer and commercial systems, documents and public market sources. Pulse starts with public signals and becomes specific to you as sources are connected.
Foremost Insurance and other financial services companies use mTab for customer research. Read the Foremost story on this site.
No. Pulse surfaces what changed, why it matters and a recommended next step with the evidence attached. Your team reviews and decides. Flows can automate recurring analysis, and their output is reviewed before it reaches stakeholders.
Bring one tracker or study. We'll show you what Pulse would surface for your team before we meet.