Financial Services

Leading financial services brands trust mTab to uncover insights that enhance customer experience and drive growth.

The financial services industry (encompassing banking, insurance, and wealth management) is rapidly evolving as digital transformation creates new opportunities. Insights are at the core of these innovations, enabling companies to develop new financial products, enhance customer experiences, and stay ahead of emerging competitors. However, organizations face the challenge of integrating diverse data sources and quickly extracting actionable insights while managing limited resources and fragmented systems. mTab Halo empowers financial institutions by unifying their insights data and providing a deeper understanding of trends, behaviors, and customer preferences at a granular level. With mTab Halo, financial services companies can make data-driven decisions, innovate more effectively, and maintain a competitive edge in a constantly shifting market—whether launching new banking services, optimizing insurance offerings, or providing tailored wealth management solutions.

Use Cases

Solve business-critical use cases with mTab Halo.

Brand Tracking

Measure and track the brand KPIs that matter most, from brand awareness and perceptions to product familiarity and NPS.

Buyer Behavior

Unlock insights into why consumers make their purchases, and track shifting trends while understanding cross-shopping and reasons for rejection.

Customer Segmentation

Consumers wants and needs evolve with new product introductions and lifestyle changes; understand consumers by market, product segment, and brand.

Product & Advisor Satisfaction

Understand customer satisfaction and reduce churn by market and financial segments while benchmarking against competitors.

Select Customers

Leading financial services companies choose mTab Halo to supercharge insights.

mTab Halo: The #1 Insight Management System (IMS)

mTab Halo connects and visualizes all your internal and external research sources, providing a unified view that informs product development and enhances customer retention by identifying unmet needs and growth opportunities.

One Platform to Supercharge Insights

AI-powered tools for easy, self-serve survey data analysis through tables, stories, and reports to elevate decision-making.

Accelerate Analysis for Faster, Data-Driven Decisions

Empower insights and business teams to make informed, data-driven decisions that give you a competitive edge.

Boost Productivity and Collaboration

Keep teams aligned with instant access to fully governed AI-powered analytics and insights, ensuring they stay ahead of market trends.

Harmonize Survey Data with Ease

Turn complex survey data into actionable insights for better brand tracking, loyalty, and product innovation.

Customer Success Stories

Enterprises across industries and around the globe trust mTab to manage their insights.

10x faster

Foremost Insurance accelerates the conversion of survey data into actionable insights ten times faster with mTab.

750+ users

Over 750 Ford employees access mTab insights to drive customer, market, and product decisions worldwide.

350+ datasets

Jaguar Land Rover unifies hundreds of siloed internal and external survey datasets for enhanced decision-making with mTab.

Top 5 streamer

Leading Entertainment Co relies on mTab for viewer insights to develop shows that build audience loyalty as Top 5 streamer.