Market research for Financial Services

Stay informed, identify opportunities and adapt to a rapidly evolving world.

Market research for Financial Services

Stay informed, identify opportunities and adapt to a rapidly evolving world.

Custom research and insight

Gain competitive advantage by staying informed on trends and being alert to new opportunities.

In a rapidly evolving digital world, agility and knowledge is key to maintaining a competitive edge. Hesmur will dig deep to uncover current trends and cast the spotlight on the right opportunities for your financial services business. Our assistence will equip you with insight and knowledge that will ensure you make the right decisions and focus resources where they will drive the best ROI.

The power of research and insight

Rising customer demands and an ever-changing digital world means never has it been more important for financial service providers to keep their finger on the pulse.

Deliver timely and effective decision making

Know the right next moves with custom research and powerful data-driven insights.

Hesmur delivers bespoke and syndicated research and insights that can give your financial services organisation the power to make the right decisions at the right time. With tangible and extensive industry expertise we deliver strategic insight that places you in control of the right next move. From understanding your customers and their behaviours on a deeper level, to transformation and innovation insights that will strengthen your competitive advantage, we can offer strategic guidance that will deliver meaningful change across your organization.

Our research services

Customer Insight

Today’s digital world presents limitless opportunities for financial service providers to better serve their customers. If you have large volumes of customer data but do little to leverage its value, Hesmur can help you uncover powerul insights.

Digital innovation insights

Keep pace in a fast-moving world with the latest digital innovation insights. Hesmur will ensure you have your finger on the pulse when it comes to emerging trends and technology.

Strategic Insight

In a dynamic world you need a winning strategy that delivers value and growth. Hesmur help financial service providers define and execute effective strategies.

About Hesmur

With Hesmur you’re working with a consultancy that is experience-led and results-driven, a partner that understands your world and the challenges you face.

Experience-led

A wealth of knowledge gained across the financial services sector offers us a deep understanding of your world and the challenges you face.

Results focused

Digital delivery and a focus on measurable change ensures your digital transformation journey is driving value and growth.

Rapid deployment

Using data-driven tools and accelerators we facilitate timely and effective change.

Contact us

Contact the Hesmur team to discuss your digital transformation journey.

Hesmur blog

What do your sales and distribution teams really think about your CRM and marketing automation systems?

Blog

Summary This article, the second one from our Sales and Distribution Digitisation Series, looks at the reality of working with ineffective CRMs for many sales and distribution teams in financial services. It summarises the harm ineffective systems cause to sales and marketing efforts and suggests the solution: This article at a glance Common complaints […]

Steps to digitising sales and distribution in pensions, investments, and wealth

Blog

Summary The dawn of the digital sales and distribution model during times of rising customer expectations means striking the right balance between traditional sales delivery and digital delivery to create a “bionic” offering in pensions, investments and wealth. In the first article of the Sales and Distribution Digitisation Series, we begin to explore the current […]

The challenge and the opportunity that social media presents to financial services for lead generation

Blog

Sales and Distribution Digitisation Series Synopsis This article is part of the Sales and Distribution Digitisation Series and focuses on the use of social media as a sales tool in the financial services sector. The FS sector may be no stranger to social media marketing, but is its ability to build relationships with potential […]

The case for more robust treasury and trading operations in pensions and insurance

Blog

In commenting on mini budget crisis, the FCA said – “In general firms’ systems were not set up to allow them to react with the speed that was needed.”

Treasury and trading

Case studies

Building a robust and fit for purpose treasury and trading operating model that aligns with today's requirements.

Omnichannel contact

Case studies

Helping a pensions and investments firm get the most from their omnichannel package.

Customer management infrastructure

Case studies

Building a seamless experience in pensions and investments customer service.

Why a single source of truth matters to financial service providers

Blog

Summary Delivering better customer experiences requires a comprehensive approach to data and knowledge management. And adopting a single source of truth approach as part of a wider digital strategy can help financial firms better meet rising customer expectations by being able to access up-to-date and accurate information quickly. This article at a glance: A […]

5 reasons Dynamics 365 is a good CRM solution for wealth and pension providers and distributors in 2023

Blog

Summary This 2nd article in the CRM series looks at Microsoft Dynamics 365 as a CRM solution within the financial services sector. Despite challenging economic conditions and slow sector growth projected by some[1], the industry is still a hive of activity, presenting significant opportunities to those equipped to capitalise upon it. For those able to […]

Preparing your sales and distribution teams for the economic downturn ahead

Blog

Summary During times of economic downturn and uncertainty, it can be tempting for wealth and pension firms to trim the fat and rationalise, but we argue a frugal and cautious approach could harm your sales effectiveness; it will be sales that get you through the challenging times and so it is vital to ensure you […]

CRM is a central component to successful digitisation in financial services

Blog

Summary The first in a 3-part CRM series summarises a podcast interview on the topic of CRM in financial services. Hesmur Director and Partner Chris Hess, was invited to speak on RocketPod, a CRM podcast, to share his thoughts on the radical changes happening in financial services. In this interview, he sheds light on the […]

Planning and executing during uncertainty – Part 3: Practical questions to ask when planning and executing in uncertainty

Blog

Summary The third and final part of the planning and executing in uncertainty series aims to help firms understand the uncertainty they face and uncover the options offered to them by asking a series of critical questions. Part 1: Understanding uncertainty and the planning approaches available Part 2: Delivering change in periods of uncertainty […]

Planning and executing in uncertainty – Part 2: Delivering change in periods of uncertainty

Blog

Summary Part 2 of the planning and executing in uncertainty series provides an overview of the tools and techniques for delivering change during periods of uncertainty and incorporating lessons learnt from the Covid-19 pandemic. Part 1: Understanding uncertainty and the planning approaches available In traditional strategy and execution cycles, a periodic strategy development effort […]