We’re reaching out to 2,000 UK banking customers in January…

Want to join us?

Personal Finance Omnibus Survey

We’re conducting an in-depth Personal Finance omnibus survey in January, as people tighten their belts and consider consolidating their debts.

And we’re inviting leading banks to take part in this syndicated study

Syndicate partners will not only get the insight from 5 bespoke questions about their products or brand, but they will also receive a report on 15 general questions that we’re asking first, uncovering…

  • Behaviours and attitudes

  • Needs and challenges

  • Brand loyalty and preferences

Syndicate partner benefits…

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20 general questions about Personal Finance

  • Insight from 15 general questions about Personal Finance

  • In addition, 5 demographic questions

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5 Bespoke questions

  • Questions provided by your company

  • Can include visual stimulus


Debrief Workshop

  • Full report by 16th February AND

  • ½ day debrief workshop with your team

Some of the insights we’ll be uncovering include:

  1. How do people feel about their personal finance situation?

  2. What actions do they consider taking, and why?

  3. What are the key jobs-to-be-done by different personal finance products?

  4. What challenges do customers encounter in finding the products they need?

  5. What do customers expect from their providers?

  6. Which brands win or lose in personal finance?

Closing date for syndicate partners - Friday 11th January 2019

For more information please contact Carey McEvoy, carey@propositionb.com or call 07788 138362