Understand what matters to your next customer.
Explore the needs, concerns and trade-offs behind financial decisions. Heatseeker helps banks, lenders and insurers build customer understanding they can apply to propositions, product concepts and acquisition strategies.
“Heatseeker gives me confidence, clarity, and conviction. It lets us explore ideas before our customers even see them.”
Put customer understanding behind your next move.
Find an overlooked need.
Investigate what different audiences need from a financial provider and where current propositions leave questions unanswered.
Develop a more relevant proposition.
Explore how customers weigh convenience, confidence, service and value before deciding which direction to develop.
Give teams a shared customer perspective.
Bring relevant learning into product, brand and marketing discussions.
Watch a bank turn a customer concern into a proposition worth developing.
Follow Meridian Bank from a worry customers are voicing online to alternative propositions and the market evidence that informs the next decision.
Starting it loads Storylane, which stores an ID in your browser and records how the demo is used.
The interactive tour is built for a bigger screen. Open it full screen to click through.
Open the Tour ↗Start with what you know. Add evidence where it matters.
- 01Use existing research.
Existing research informs customer-specific personas built around your audience.
- 02Apply the insight.
Use their insights within the audience and questions they support.
- 03Strengthen the understanding.
Use fresh market evidence to investigate important gaps and strengthen what you know.
Frequently Asked Questions
Does this tell us which bank someone will choose?
The evidence depends on what the study measures. A response to a proposition can inform its development; actual switching or funded-account conclusions need evidence of those outcomes.
Can we use research we already have?
Yes. Heatseeker can build on existing research and customer evidence. Agree the available sources and the question you want to answer as part of setup.
When would we add a live market experiment?
When the decision needs new evidence from the market, such as an unfamiliar question, an important gap in existing research or a calibration need. Use existing customer intelligence where it is relevant and sufficient.
How does it fit our approval process?
Your team's requirements should shape the concepts and review before a live experiment launches. Discuss the workflow in the demo; Heatseeker does not replace your institution's approvals.
How is our data protected?
Heatseeker holds a SOC 2 Type II attestation and encrypts data at rest and in transit. Our security page and Data Processing Addendum cover how data is handled, and our team can support your vendor review.
Bring the customer question behind your next financial proposition.
Bring it to a working session and see how Heatseeker helps your team understand what matters to the customers you want to win.
Book a working session →