In the last decade Beaufort has conducted a number of projects for financial services clients looking to develop products, understand their profile among potential customers and recognise what is required to maintain or improve satisfaction among their own customers:

  • Customer satisfaction tracking – tracking satisfaction levels with service received and identifying areas for improvement among both customers and potential customers (enquirers).
  • Product development – assessing the importance of different components of financial products in order to guide future product development.
  • Awareness / consideration surveys – examining consumers’ awareness of service offerings from a variety of suppliers and their reasons for selecting which suppliers to approach or use.

Clients in this area include:
Enterprise Ventures
Finance Wales
Institute of Mortgage Lenders
Nottingham Building Society
Principality Building Society
The Post Office

View Beaufort’s full client list here