MarketMine - PMG Intelligence

Leveraging decades of financial market research and data science experience, PMG MarketMine delivers in-depth, on-demand access to subscriber-exclusive insights into Canadian consumers’ financial behaviour.

Deep consumer data

Canada-specific

Finance-focused

How does MarketMine help your financial institution?

MarketMine is not just data, but actionable intelligence. We connect you to 30 years of in-depth research, data science expertise, and economic modelling to answer your most pressing questions and drive sustainable growth.

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Optimize your marketing and communications

Identify the content that resonates with your target audiences, so you can create compelling campaigns and offers that truly engage consumers.

Design high-ROI services, products, and technologies

Effectively allocate resources towards product and service developments that deliver the greatest impact and return with key consumer segments, like women, small business owners, Millennials and Gen Z.

Deliver superior customer experiences

Deeply understand your members’ needs and challenges to ensure you can capitalize on opportunities to provide the advice and support that builds trust and enables business growth as you deepen your relationship with them.

Deep Insight Reporting

Access to detailed reporting on key industry topics.

Thought Leadership Insights

Stay informed with supplemental articles and reporting on emerging industry trends and themes.

Expert Support

Tap into our team of data scientists and consultants for personalized assistance, including insights presentations and custom analyses.

Self-Serve Data Access Coming in 2024

Seamlessly query our data lake through our client portal.

Access to 2024 analysis, insights papers, and historical tracking reports:

Topics for 2024 include but are not limited to the following:

Value of Advice Factors and Life stage Behavioural Segmentation
Driving Consumer Relationships
Small Business Owners and Commercial Banking
Impact of ESG, DEI, SRI, and Sustainable product
Market Volatility and Inflation
Millennials and GenZ
Women and Investing
Intergenerational Wealth Transfer
Retirement Income planning
Digital transformation and robo-advice

And more…

Have questions about PMG MarketMine?

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MarketMine Primary Studies for 2024

Value of Advice & Financial Planning

An in-depth study that clearly defines the types of advice, products, and digital propositions that drive and increase the probability of healthy financial outcomes – while considering Canadians’ life stage roadblocks. As a result, this study provides a roadmap to support advice delivery strategy.

Market Volatility Impact & Inflation

An updated market volatility study that examines consumer risk tolerance, asset strategy, and perceptions of the current market as it relates to both equities and real estate. Additionally, an examination will focus on the impacts of higher inflation on savings and investment decisions, financial planning, and other topics.

Small Business Owners & Self-Employed Professionals

This expanded study includes insights into this group’s customer journey, including the key trigger/pivot points for SBO/SEP consumers to take action with their finances? It also provides segmentation modeling to build upon our previous understanding of this market and identify key opportunities for providers.

Women & Investing

Women’s influence on the household balance sheet continues to grow. This updated study covers key topics that support strategy development for this market. Our study has been expanded to deliver a comprehensive behavioural segmentation and economic modeling analysis across important topic areas that connect closely to marketing, product and distribution strategy development for the female market.

Millennials & Gen Z (<40 market)

This study examines the 18-40 market including their needs and engagement with advice, their attitudes and behaviours toward key financial areas and financial partnerships, and more. The areas studied include:

-Their needs and engagement with advice.
-Their attitudes and behaviours toward investing, debt, digital, fintech and robo-advice platforms.
-The impact of brand, values, and digital on provider selection and drivers to switching.
-How they value advisory relationships.
-The role of insurance in their finances.

Impact investing & ESG Initiatives

New for 2023, an in-depth study of impact investing and the role of ESG initiatives in financial relationships. This includes the impact ESG has on provider, advisor, and product selection. It also includes a profile of those most appealed by the proposition, as well as the identification of top ESG issues, brands, the impact on employment/attracting and retaining talent, and where consumers are seeking out information on brands’ ESG practices.

Intergenerational Wealth Transfer

Reconciling more than one trillion dollars changing hands over the next decade. This research provides insights into the recipients of wealth and the impact it will have on their behaviours in terms of planning, advice, and relationship/channel selection.

PMG 360 Predictive Analytics

Segment each one of your customers to deeply understand their needs, behaviours and motivators.

Customer engagement studies

Uncover what drives customer satisfaction, loyalty, and likelihood to refer / recommend.

Custom research

Gather tangible, actionable insights into a topic of your choice with our tailored research packages.

Learn more about MarketMine?

Download our product info sheet