Banking & Financial Services Insights
In the disruptive world of banking & financial services, staying even one step ahead of your market, customers, and competitors is the difference between building your future now and letting something or someone else do it for you later.
Don’t just respond to demand.
Let us help you shape it.
The demand for innovative, personalized, and integrated experiences in banking is only growing. We help you stay ahead of trends, anticipate what’s next for your customers, and move quickly when opportunities strike—so you’re always one step ahead. From large-scale brand tracking and annual CX satisfaction studies to app and product testing, our proven and tailored approach equips you with the insights and tools you need to shape the exceptional future of your customer experience.
Common business questions and challenges we solve for
- Where do we have the biggest opportunities to expand service offerings, marketing efforts, and/or product features?
- What are the emerging trends for banks and financial services firms, and how can we adapt our offerings to meet evolving needs?
- How can we effectively measure and track customer satisfaction and loyalty over time to aid long-term retention & growth?
- How satisfied are our customers with the financial tools & services we offer?
- What elements of our customer experience can help us drive primacy and secure more wallet share?
- How do we stack up to competitors on our products and app features?
- What actions should we take to improve our market position?
- What are the most effective channels for engaging potential customers?
- What dynamics and motivations lead to brand switching?
- How can we measure the impact of our financial inclusion initiatives?
they genuinely care
The DRG is very responsive and thoughtful. Their staff is experienced, and I can tell they genuinely want to help us. I appreciate how they continuously strive to improve and innovate.
~Leading U.S. Banking Institution
banking & financial services client success stories
Strategic Tracking Program Strengthens Customer Journey
Advisory Firm Discovers Their Keys to Growth
Data Integration Efficiencies Help Tackle Pain Points & Level Up Customer Experience
From Vendor to Partner: Transitioning a Flagship CX Program
Sectors of expertise
Retail Banking
Commercial Banking
Investment Services
Wealth Management
Credit Cards
Accounting & Tax Services
proactive and effective
~Top 10 Largest National Bank
Protecting your security & data privacy
Information security and data privacy are responsibilities we take very seriously. As an ISO/IEC 27001 certified organization, our Information Security Management System meets stringent, internationally recognized standards.
Along with our third-party certified security standards comes our commitment to consumer data transparency and privacy. We monitor and maintain compliance with all related industry regulations, including, yet not limited to, the Gramm-Leach-Bliley Act (GLBA).
Here for your entire business
Customers
Don’t just collect information on your customers. Grow your customer experience research program into an integrated, empowering, growth-driving source of customer truth that helps you hear your VoC loud and clear.
Brand
Market
Employee
Reinforce your customer experience initiatives with employee insights. Leveraging employee perspectives as a crucial component of your CX strategy helps foster a customer-centric culture that drives both employee engagement and customer loyalty.
Why our financial services clients choose The DRG
As our client, you are more than a number to us. And we aim to be much more than a vendor to you. We’re partners, operating as an extension of your team and working together toward your success. That means we…
TAKE THINGS OFF YOUR PLATE
so you can put your energy where it’s most impactful
Support you
in driving growth and creating change
Treat your investment
as if it were our own
Understand
you’re making business decisions based on the reporting we provide
Hold ourselves
to the highest possible quality standards
Serve as your go-to consultant
on all things analytics and insights
ready to talk about your insights?
We’re here to answer your questions, talk through your challenges, and find you solutions… on your terms.