Brand health assessments help financial institutions make smarter investment decisions, strengthen trust, and align strategy with market reality. This is of critical importance in a category where trust isn’t optional, it’s foundational. Whether you're a bank, insurer, or fintech disruptor, your brand must convey stability, relevance, and clarity across every client touchpoint.
The Brand Consultancy delivers research-led, executive-ready brand health assessments tailored for financial services. We uncover how your brand stacks up against competitors, where perception gaps exist, and what’s blocking growth—so you can move forward with confidence.
“This is a top-notch team who does top-notch work that leads to deliverables that are actionable, feasible to execute, and command attention in the marketplace.”
— Charles Schwab
— Charles Schwab
Why understanding brand health can create a strategic advantage.
In a category shaped by M&A, regulatory pressure, and rapid innovation, understanding brand health can be a growth accelerator. When you understand how your brand is perceived, you can lead with precision, not guesswork.
A brand-health assessment empowers financial leaders to:
A brand-health assessment empowers financial leaders to:
- Pinpoint where brand perception is limiting deposit growth, AUM, or policy uptake
- Align internal teams and stakeholders around a unified, future-ready brand vision
- Rebuild emotional connection through experience-led messaging that resonates
- Prioritize investments that directly impact revenue, loyalty, and regulatory confidence
With a clear read on brand health, financial leaders can make faster, smarter decisions that drive measurable ROI.
The customer journey in finance is full of brand-defining moments—from onboarding to renewal. Tracking brand performance across this funnel is essential for growth.
At The Brand Consultancy, our Brand Health Assessment goes beyond traditional brand tracking. We deliver a full-funnel, business-aligned view of brand performance—from initial awareness to post-conversion loyalty—so you can see where momentum builds, where it stalls and why, and where to focus resources to drive competitive advantage and growth.
At The Brand Consultancy, our Brand Health Assessment goes beyond traditional brand tracking. We deliver a full-funnel, business-aligned view of brand performance—from initial awareness to post-conversion loyalty—so you can see where momentum builds, where it stalls and why, and where to focus resources to drive competitive advantage and growth.
Our methodology includes:
- Qualitative + quantitative research with clients, staff, regulators, and leadership
- Competitive benchmarking against peers and fintech entrants
- Brand stage mapping to pinpoint where perception fails to convert into preference or action
We move beyond surface-level metrics to uncover the true drivers of choice, retention, and revenue, giving financial brands the clarity they need to lead.
Ready to fuel business focus?
Let’s talk!