Our focus is to keep your business competitive, whether you read our regular reports, or reach out for some one-on-one consulting time. Work with a team of industry experts who live and breathe the Canadian financial services landscape. Get one-on-one consulting to gain intel on the competition or develop a localized strategy to create new service offerings.
Our Research team produces adhoc reports on recent developments in the financial services market. Topics include Gig Workers, Small Business, Welcome Offers for Immigrants, Gen Z Trends, Fraud Alerts and Creating Future HNWI.
Get in touch
Big challenges often require a custom view. Our team provides indepth, customized research specific to your credit union's unique needs. We can also help you with your member surveys and financial service reviews
Stand on the shoulders of giants with our collection of over 175 publications, all designed with your credit union in mind. The Annual Research Package is the perfect resource to drive decision-making on new products and promotions, social media strategies, deposit rates, and more.