Customer Insight

Our finger is on the pulse of the financial industry. The breadth of data points captured 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

Customer Pulse Dashboard

Our Smart Money People Pulse dashboard delivers high quality competitive benchmarking and helps firms better understand their strengths and weaknesses, and how they compare with other firms. Using artificial intelligence, we’re able to analyse the free text left by consumers using our proprietary analytical framework.

What makes this different?

Simply put, our dataset is unique. We capture both performance and regulatory data points and we understand more about the consumers leaving this feedback.

Our data powers the financial world

Our data and insight is used by banks, insurers, building societies and trade associations. It’s also been featured widely in a range of publications, including BBC News, Spectator Money, The Sunday Express, Business Insider and The Economist’s Intelligence Unit.

Latest Mortgage Lender Benchmark

Mortgage Lender Benchmark H1 2020

The 4th edition of the Mortgage Lender Benchmark, a six-monthly assessment of the service and propositions offered by mortgage lenders, 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 94% of all mortgage lending in 2018, and includes SWOT analysis and heatmaps for 42 lenders including banks, building societies, specialist and lifetime lenders.

Read Summary Report

Want to Hear More?

Our customer insight offering is led by Michael Fotis, an experienced financial services management consultant and thought leader. Contact Michael to find out more about Smart Money People today.

Email:    Phone: 0203 488 5075