Banking-Finance-Insurance Overview
For more than 15 years, DAFSA has supported the marketing departments of banks and insurance companies by helping them analyze and understand their markets.
DAFSA utilizes its wide range of methodologies and expertise in both B2C and B2B sectors to meet clients' needs on a customized or multi-client basis. DAFSA’s banking-finance-insurance team has the capacity to work alongside each corporate client, understanding complex requirements and delivering market perspectives both in France and Europe.
DAFSA, is a pioneer in the use of new technologies, notably the Internet, for providing an up-to-date and cutting edge service to its clients in the banking-finance-insurance industry. In 1998, DAFSA launched the first electronic direct-marketing monitoring tool, and in 2000, it launched the first multi-client surveys via the Internet.
Areas of Expertise
- Account agreement and payment card
- Retail savings products: government-regulated products, stock market, and investment
- Life insurance
- Consumer and housing credit
- Health insurance and healthcare services
- P&C insurance (car and home insurance)
- Pension/Retirement
- Insurance and assistance (roadside assistance, travel and health assistance, and home assistance)
- Wealth management
- Employee savings
- Corporate retirement products
- Comprehensive occupational insurance
- Leasing/option to buy
- Asset management
- Banks
- Bank assurance
- Insurance companies
- Bank subsidiaries of insurance companies
- Insurance brokers
- Credit and lending institutions
- Assistance companies
- Pension and welfare institutions
- Asset managers
- Mutual insurance companies
Individuals
- Consumers, by age demographics
- Affluent/High net worth consumers
- Expatriate clientele
- Very small companies
- Associations
Professionals and Businesses
- Self-employed workers
- Very small companies
- Small- and medium-size companies and small- and medium-size industries
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