Your Customers Say They Want a Relationship. They Choose the Bank That's Fastest.
Heatseeker shows you what customers do, not what they tell a survey. Every answer comes with an evidence trail your risk, compliance and executive teams can check.
Watch a Bank Go From Market Signal to Answer
Customers are complaining online about accounts locked for suspected fraud. Could being open about fraud protection win new accounts? Watch Heatseeker turn that signal into a test, write creative that stays inside what the bank can actually claim, and show which message wins with budget-conscious parents. Then ask the persona why.
The interactive tour is built for a bigger screen. Open it full screen to click through.
Open the Tour ↗Demo workspace. Meridian Bank is fictional, and so are the results.
See the full product tour →Financial Services Research Has a Say/Do Problem
In financial services, what customers say and what they do are usually miles apart. Ask them and they want advice, a human on the phone and a brand they trust. Watch them and they pick whoever gets them set up fastest.
When each ad, claim and disclaimer needs sign-off, you can't afford to test ten ideas in market to find the one that works. So most teams test none, and launch on opinion.
A home loan or a card might launch once in a few years, and you find out whether the message worked after the budget is spent.
"Here for you" is on every bank's billboard. Surveys can't tell you which promise changes behavior, because everyone ticks "trust matters."
How well surveys predict what people actually buy
How well live behavioral experiments predict it
What a Bank Learned Before It Rebranded
A bank was certain its brand should be built on human-led customer support. It tested that idea against the alternatives. In every market, it lost to one line: "Set up an account in less than 10 minutes."
The losing idea was the most useful result. It showed the real driver was getting value fast, and the bank learned that before it spent the rebrand budget, not after.
Read: Concept testing, what it's actually for →“Heatseeker gives me confidence, clarity, and conviction. It lets us explore ideas before our customers even see them.”
Less Live Research. Every Test Built to Your Guidelines.
Security and compliance →- Train your synthetic audiences once, then ask them anything.
Every live experiment makes your synthetic audiences sharper. Once they're trained, most questions are answered synthetically in minutes, and you keep live tests for the decisions that need proof in market.
- Guardrails are built in, not bolted on.
Heatseeker writes creative only around claims your product can back up. No guaranteed outcomes, no unverified features, no rates or fees, and every concept is clearly marked as research. You saw it happen in the demo.
- Nothing goes live until your team approves it.
Screen ideas synthetically first, and only the shortlist goes to compliance. That's one approval cycle, not ten.
- An audit trail for every recommendation.
Each answer cites its source: the document, the customer quote or the live result. When risk or compliance asks "on what basis?", the answer is already on the page.
- Security your vendor review will recognize.
SOC 2 Type II audited. Data encrypted at rest (AES-256) and in transit (TLS 1.2+). Each customer's data is kept separate, and it's never used to train AI models.
Financial Services Market Research That Measures What Customers Do
- 01Bring in what you already know.
Your NPS verbatims, brand tracking, CX research and past campaign results all go in, so you never start from scratch.
- 02Ask the real question.
"Which switching message moves a young family from a big bank?" You get an answer based on behavior, with citations you can drill into.
- 03Prove it, and only when you need to.
Trained synthetic audiences answer most questions in minutes. For decisions that need market proof, live experiments run for 4 to 7 days on Meta, LinkedIn or TikTok, built to your guidelines and approved by your team.
Where Financial Services Teams Use It
Which feature leads the launch of a new account, card or loan.
What actually gets customers to move banks, not what they say would.
How you frame fees and rates, tested on behavior instead of stated preference.
Whether to lead on trust, speed or advice, settled before the rebrand starts.
What small-business owners value, versus what they tell you in interviews.
An Answer You Can Defend Upstairs
Every insight links to its source: a document, a customer quote or a live result. You leave with a board-ready summary, not a hunch. When the CEO asks "how do we know?", you have the answer.
Frequently Asked Questions
What is financial services market research?
It's research into how customers choose banks, lenders and insurers. Most of it relies on surveys. Heatseeker measures behavior, because what customers say they value and what they actually choose often disagree.
How is this different from a customer survey?
Surveys record what customers say, and they predict purchase behavior 20 to 30% of the time. Heatseeker runs live experiments that put real choices in front of real people.
Is Heatseeker secure enough for a regulated institution?
Heatseeker holds a SOC 2 Type II attestation. Data is encrypted at rest and in transit, each customer's data is kept separate, and your data is never used to train AI models. Our security documentation is available for vendor review.
How does this fit our compliance process?
Most questions are answered synthetically, so nothing goes to market at all. When a live test is needed, it's built to your guidelines from the start: no advertising products that don't exist, softened calls to action, and your team's sign-off before launch.
Do we still need live research?
Less and less over time. Every live experiment trains your synthetic audiences, and once trained they correlate 80 to 95% with real-world behavior. Live tests are then kept for the calls where you want market proof.
Can we test without putting our brand in market?
Yes, in several ways. Most testing is synthetic and never reaches the market. For live tests, we agree the right approach with your team, including options that keep your master brand out of the experiment.
How long does it take?
A synthetic read takes minutes. A live in-market experiment runs for 4 to 7 days.