Customer insight

Our finger is on the pulse of the financial industry. The breadth of data points we capture as part of the review process and our use of artificial intelligence means that we're able to deliver the voice of the customer in financial services.

17 review data types

6 user profile types

Business dashboard

Our Smart Money People dashboard helps companies better understand their strengths and weaknesses and delivers high quality competitive benchmarking to show companies how they compare against their peers. With our insight module, we're able to analyse the free text left by consumers to demonstrate the key factors influencing a positive or negative experience with a company.

What makes this different?

Simply put, the breadth and depth of our dataset is unique. We capture both performance and regulatory data points down to a product level, including data that can form part of Consumer Duty reporting, and we understand more about the consumers leaving this feedback.

Our data powers the financial world

We believe that hindsight builds better foresight. Our data can provide valuable insights for product design and service improvements that will help companies excel in the future. Our data and insight is used by banks, insurers, building societies, trade associations and many more.

Barclays logo
Brightside logo
Coventry Building Society logo
Virgin Money logo
Darlington Building Society logo
Halifax logo
more2life logo
Natwest logo
Monese logo

Latest Mortgage Lender Benchmark

Mortgage Lender Benchmark H2 2022

The ninth edition of the Mortgage Lender Benchmark, a six-monthly assessment of the service and propositions offered by mortgage lenders by Smart Money People, is now available. This study delivers market intelligence that a number of stakeholders will find valuable. It also provides unique and actionable insight into lenders responsible for 97% of all mortgage lending, and includes a detailed analysis and heatmaps for 51 lenders including banks, building societies, specialist and lifetime lenders. There's also specific sections on broker technology and feedback from brokers on the key issues and challenges they're facing.

Find out more and read our summary report here

Want to hear more?

Our customer insight is led by a dedicated team who are all passionate about financial services and helping companies deliver exceptional service to their customers. Contact us to find out more about Smart Money People today.