LARi Reports


LARi Reports are our core product. Focused on digital micro-journeys, each LARi report maps the digital experience along a key phase of the client journey. But where other research firms summarize in broad sweeps, we dive deeper. Our reports assess each major player in Canada’s financial services landscape, scoring and benchmarking based on a deep set of criteria. Input from actual Canadian clients adds to the insight, and our analysts capture key themes, best (and worst) practices, and point the way to creating an exceptional client experience.

Focused on digital microjourneys related to banking, insurance, wealth & investments, our reports equip business leaders and practitioners with industry, audience, and competitive insights. Our best practice examples and practitioner’s checklists lay out a clear path toward crafting a digital experience that delights clients and delivers strong business results. We’ll also highlight industry trends and the best innovative approaches from beyond our Canadian borders.

It’s the insight you want to have, before your competitors do.

LARi Report: Digital Banking – Opening an account digitally ranges from easy to egregious. 

Detailed ratings and rankings for Canadian banks and fintech competitors in our exclusive LARi report.

Why read this report? Opening a bank account is a pivotal step in the onboarding phase of the client journey. Done right, it establishes a loyal relationship that can last decades. Done poorly, it incites abandonment and missed revenue. This report examines digital account opening in the Canadian marketplace, from the big banks to the fintech upstarts. It includes benchmark scoring for each institution, and best practices to deliver an exceptional digital experience.

It’s the fresh new insight that you’ll want to have before your competitors do. 

Coming soon:

Financial Planning

Engaging Canadian clients and prospects through digital experience

There’s high-volume activity around tools, content and calculators that help Canadians consider their finances, product needs, and future outcomes. 

In this arena where utility trumps brand, we’ll look at how financial firms (and some non-traditional competitors you might not expect) are delivering against this potentially lucrative need. Benchmark scoring and best practices will be included.

Coming Soon:

Insurance Quotes

Best digital practices during the critical consideration phase of the client journey

Self-serve insurance quoting tools are one of the strongest signals of buying intent. Our research delves into the mindset and expectations of Canadians as they explore quote options.

We rate the experiences of Canada’s top insurance providers as well as aggregators and some new innovators. We’ll also highlight best practice examples from other regions that are relevant to the Canadian market.

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Get ahead of the game

We’re actively building out our product roadmap and new LARi Reports. Contact Us – we can help craft our research to your specific needs.

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