Finance

Stay top of mind when it comes to their bottomline

Buying a home or planning for retirement are some of the biggest and most complicated life decisions. In a sea of financial institutions, understanding the complex mindset of investors is the key to designing products that meet them where they are and building lifelong loyalty for your brand.

Keep pace with fast-moving markets

Financial institutions are battling for every dollar, as investors set the bar at an all-time high: they now expect seamless digital experiences, robust cybersecurity, total transparency, and assistance dealing with inflation and fluctuations in interest rates and the market. Suzy can help your company figure out the right offerings and messaging to get consumers to put their trust—and money—in your institution.

Benefit and Offer Testing

Use Suzy’s MaxDiff analysis to identify which product benefits and offers are most preferred by your target consumers and drive adoption with your current and prospective customers.

Brand Tracking

Use brand tracking to understand how consumers feel about your institution vs the competition. Uncover how consumers’ attitudes, behaviors, associations, and perceptions vary within your category and change over time, so you can pivot your strategy when necessary.

Consumer Segmentation

Whether your target consumers are buying a house, refinancing, or simply looking for a new bank, Suzy can help you be more intentional with your outreach. Segment your audience into groups with similar characteristics, behaviors, and desires, which can be leveraged to create more targeted and personalized campaigns, offerings, and products.

Suzy can help close the deal

Suzy supports your financial institution across the board

Foundational Insights

Explore demographics, attitudes, and behaviors.

Innovation + Research & Development

Test concepts, products, packaging, and pricing.

Marketing & Creative

Validate ideas, copy, and creative.

Shopper & Category Research

Optimize the full funnel.

User Interface & User Experience

Get your users flowing with optimized design.

See Suzy in action

Learn how Suzy can boost your business.

400+ of your favorite brands are already using Suzy

"We’re a learning organization. We work with folks like Suzy to interview customers, understand customer feedback, and pipe all that back into our system. That’s a really core part of how we operate."

Kofi Amoo-Gottfried

CMO, DoorDash

"Suzy’s insights helped us understand our audience on a whole new level. Their platform allowed us to adapt quickly and make confident decisions that led to a standout experience."

Justin Breton

Director of Brand Experiences & Strategic Partnerships, Walmart

"Suzy gives us a baseline for understanding where we are versus the competition and helps us maintain perceptions of safety and efficacy."

John Churchman

Senior Brand Manager, Mommy’s Bliss

"Suzy has transformed our approach for brands to adopt the AeroFlexx Pak, providing us with insights needed to develop packaging that enhances the consumer experience and supports global sustainability goals."

Kristen Lewis

Marketing Director, AeroFlexx

"Suzy helps us glean insights and explore hypotheses quickly. Our customer success manager is smart, responsive, and always adds value. In a short timeframe, the tool has been improved in meaningful ways to enhance both the UX and utility."

Erin Wong

VP, Strategy Director, DDB

"Suzy has been something we've been leveraging tremendously when we ideate and test our ideas and get consumer feedback live. We're iterating the new ideas as we go. It’s almost like a co-creation with the consumer which I really love."

Yvette Marichal

Executive Director Innovation Insights & Trends, Estée Lauder Companies

"Suzy is someone we have leaned on heavily during the pandemic to help us identify crucial insights. We are lucky to not only have Suzy as a research partner, but to access their key learning on the new food & beverage consumer."

Jared Johnson

VP, Shopper Analytics & Insights N.A., PepsiCo

"I love Suzy's quick 'and I mean quick' feedback, the easy launching online system, the ability to easily add stimuli to questions, large sample sizes, variety of consumers across the US."

Lindsay Moeller

Senior Consumer Insights & Sensory Analyst, ADM

"Suzy is a super valuable tool for quick research studies on a daily basis! I love the ease and simplicity of the tool. It’s made it super easy for us to access respondents almost instantly."

Sabrina Lakhani

Director, Behavioral Science & Market Research, Frontier Communications

"Suzy has so many best use cases. I’ve been using it primarily for creative evaluation, but I know colleagues of mine have been using it to test different ideas around the attitudes and behaviors of different audiences."

Catherine Chao

Director, Strategy & Evaluation, Ad Council

"The partnership with Suzy has transformed our approach to flavor development, enabling us to strategically target and satisfy our core consumers."

Laura-Lynn Freck

VP of Business Insights & Category Leadership, Zevia

“The AI moderator asked really thoughtful questions [during conversational research]…I am super pleased with the results that we got. This was a big win, a big success, not only for me and my team, but also for Suzy to be able to deliver on this.”

Giovanni Riggioni

Customer & Market Insights Manager, HP

Related resources

Reports

The Future of Fintech: Key Innovations Shaping Consumer Experiences

Insights from CES 2025 on emerging trends and market impact.

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Jan 14, 2025

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Webinars

Insights at the Speed of Culture

Top insights from Speed of Culture LIVE! on embedding agile, data-driven strategies in today’s fast world.

Market Research

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Nov 22, 2024

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Podcasts

Staying Ahead of Culture and Technology with Frank Cooper III, CMO at Visa

Frank adheres to the Japanese concept of Ikigai. According to this philosophy, to discover your personal sense of purpose, you should consider four key aspects: what you love, what the world needs, what you are good at, and what you can get paid for. When these four areas align, one can find a clearer path to their meaning in life.

Speed of Culture

Jul 27, 2023

Mar 10, 2025

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