Psympl® Financial Segmentation Model Data Set

Your premier resource for penetrating consumer financial insights designed to help large and enterprise-level institutions drive client acquisition and retention.

Icon of a grid with four squares, two dark blue and two light blue, on a rounded dark blue background.

Unlock the Power of Targeted Financial Insights

Our Financial Segmentation Model Data Set, crafted in collaboration with leading market research experts at Ipsos, provides a comprehensive analysis of financial attitudes, intentions and behaviors across a diverse consumer base. This resource is tailored to meet the needs of large corporations and enterprise clients who require detailed, scalable insights to drive strategic decisions, marketing and personalized client engagement.

The data from Psympl’s extensive market research can be licensed in a variety of ways, depending on your organization’s needs:

  • Excel workbooks

  • ASCI, Comma Limited, or other format to be used with your organization’s Business Analytics software

  • PowerPoint presentations with data tables, charts, and graphs

Key Benefits for Enterprise Customers

  • Granular Segmentation

    Dive into meticulously detailed psychographic, demographic, and socioeconomic segments that reveal distinct consumer groups' financial behaviors, preferences, and needs.

  • Strategic Alignment

    Align your financial products and marketing strategies with the unique needs and motivations of your target segments.

  • Scalable Insights

    Leverage our extensive data set for enterprise-wide applications, ensuring consistency and precision in client engagement across all levels of your organization.

  • Competitive Edge

    Stay ahead of the market curve by understanding and anticipating the financial behaviors and trends that influence your industry.

Features of the Psympl® Financial Segmentation Model Data Set

  • Comprehensive Data Points: Access a wealth of data spanning psychographics and socioeconomics demographics, spending habits, investment preferences, and risk tolerance.

Add the Psympl® Consumer Console to:

  • Advanced Analytical Tools: Utilize our advanced analytics to interpret the data effectively, helping you identify growth and innovation opportunities.

  • Customizable Filters: You can tailor the data to meet specific criteria relevant to your business needs, enabling focused analysis and strategy development.

  • Integration Ready: Seamlessly integrate our dataset with your existing business intelligence tools to enhance data-driven decision-making processes.

How It Works

  1. Consultation and Customization: We begin by understanding your specific needs and challenges, tailoring the data set accordingly, and providing it in the relevant format.

Add the Psympl® Consumer Console to:

  1. Data Access and Integration: Gain access to the data set through a secure platform, with support for integration into your existing systems.

  2. Ongoing Support and Updates: Subscribe to continuous updates and support from our team, ensuring that your data remains relevant and actionable.

  3. Training and Development: To maximize the data's impact on your business strategies, opt for additional training and consulting services.

Get Started Today

Embrace the Psympl® Financial Segmentation Model Data Set and transform your enterprise’s customer engagement and market expansion approach. Our team is ready to assist you in deploying this powerful tool to its fullest potential.

Explore the future of financial insight with Psympl® — where data meets strategic opportunity.

Cover page of a research report titled "Consumer Financial Market Research Data" with a subtitle about consumer attitudes and motivations, published in 2023, featuring colorful graph and chart visuals.

Purchase Data Sets from the 2025 Edition

A Q4 2024 national study of consumers and their investing attitudes, behaviors, and motivations