Consumer Research for Financial Services - Pogo

Pogo for Financial Services

Understand your members' full financial lives — multi-banking behavior, spend patterns, and the real reasons they stay, switch, or consolidate.

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steps

How it works

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Identify any banking customer

by institution, product, or behavior

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Launch

qual, quant, or both

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Get interactive insights

in hours, not weeks

Soft purple gradient background with subtle vertical lines and light circular blur effects.

Identify any banking customer

by institution, product, or behavior

Soft purple gradient background with subtle vertical lines and light circular blur effects.

Launch

qual, quant, or both

Soft purple gradient background with subtle vertical lines and light circular blur effects.

Get interactive insights

in hours, not weeks

data sources

The Pogo data financial services teams use most

600M+

store visits

Retailer, restaurant, and venue-level data

Financial Accounts & Balances

See your members' full banking picture: multi-bank relationships, checking and savings balances, inflows/outflows, and where direct deposits actually land

Credit & Debit Card Purchases

Understand how members spend across merchants and categories, revealing share of wallet, subscription behavior, and competitive card usage

Receipts

Itemized purchase data showing exactly what members buy, where, and at what price points, adding product-level context to card-level spending

Financial Accounts & Balances

See your members' full banking picture: multi-bank relationships, checking and savings balances, inflows/outflows, and where direct deposits actually land

Credit & Debit Card Purchases

Understand how members spend across merchants and categories, revealing share of wallet, subscription behavior, and competitive card usage

Receipts

Itemized purchase data showing exactly what members buy, where, and at what price points, adding product-level context to card-level spending

use cases

Common use cases for financial services teams

Brand & Competitive Intelligence

See which competitors your members also bank with and why.

Customer Churn & Win-Back

Understand why members move direct deposits or close accounts.

Customer Segmentation

Segment members by real financial behavior, not just demographics.

Innovation & New Product Testing

Test new features and product concepts with verified account holders.

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Learn what
real people actually think and do

Book a demo to learn about verified research and setting up test studies

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