Truscope (Financial Services) – Singapore

• Questions: 4
  
  
• Objective: Profile primary banking usage, future financial outlook, top financial priorities, and switching triggers.
  
  
• How We Used Omnibus: Deployed four tailored finance questions in SG omnibus to generate sector‐wide insights for sales/marketing collateral.
  
  

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Turning Financial Questions into Market-Wide Insight

How a Financial Intelligence Provider Used Omnibus to Power Strategic Collateral

Challenge
In the fast-moving world of financial services, understanding customer behavior isn’t optional—it’s essential. A financial data and intelligence provider needed to equip its commercial and marketing teams with timely, relevant insights on how Singaporeans interact with banks, manage their finances, and make decisions about switching providers.

Their goal was to generate high-impact, locally relevant data points to support:

• Sales conversations with banks and insurers
  
  
• Thought leadership and PR
  
  
• Content for pitch decks, whitepapers, and events
  
  

But with limited time and budget, they needed a way to get reliable, market-wide data fast, without launching a full custom study.

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Approach
We worked with the team to craft four focused finance-related questions, designed to surface actionable insights across the financial customer journey:

1. Primary banking usage – Which banks are consumers currently using, and why?
   
   
2. Future financial outlook – How do Singaporeans feel about their finances in the next 12 months?
   
   
3. Top financial priorities – Are people focused on saving, investing, or debt repayment?
   
   
4. Switching triggers – What would make them change their bank or financial provider?
   
   

We then deployed these questions through our Singapore Omnibus, reaching a nationally representative audience. The result: a credible, snapshot-style dataset with real commercial value—delivered within days.

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Outcome

• Fresh, hyper-relevant data to support sales enablement, client pitches, and partner engagement
• Rich insights that shaped marketing content, thought leadership, and sector positioning
•  A deeper understanding of evolving consumer priorities—from everyday banking behavior to longer-term financial goals
• A fast, efficient way to test hypotheses and gather market intelligence without the lift of a custom study

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Why it worked:
By leveraging Omnibus, the team turned a few smartly crafted questions into a strategic insight engine—fueling commercial conversations with data that was not only recent, but representative of the real market landscape.

It’s a powerful example of how financial brands and intelligence platforms can stay ahead of the curve—by asking the right questions at just the right time.