Brand Research
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Financial Services
What is this template and why does it matter?
It measures trust and perception relative to competitor institutions, with trust isolated as a specific driver. It matters because a financial brand can score well on convenience or price and still lose customers on trust alone.
What questions should I ask?
Trust-specific attribute ratings, comparison against named competitor institutions, and likelihood to switch.
How many questions should it have?
6–10.
When / how often should you send it?
Periodically, and around major campaigns or rebrands.
What does a strong result look like?
A trust-specific attribute profile benchmarked against named competitors. Corvane isolates trust as its own driver automatically.
Use these questions as a starting point for your research.
Q
How much do you trust [Institution] compared to [Competitor]?
Q
How would you rate [Institution] on transparency?
Q
How likely are you to switch institutions in the next year?
Start with this research template and customize it for your study.
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