Toolkit

How to prioritise research requests for maximum strategic impact. 

Insights teams in financial services are under constant pressure to deliver. Requests come from every direction – marketing, product, strategy, CX – all demanding data to inform decisions. But not every request is strategic, and not every project is necessary.

In a resource-constrained environment, prioritisation is critical. You need a way to separate the strategic from the tactical, the essential from the “nice to have.” This toolkit gives you a clear, repeatable framework to evaluate, challenge, and prioritise research requests.

You’ll be able to:

• Ask the right questions from the start
• Align requests to strategic priorities
• Identify duplication before committing resources
• Ensure briefs are actionable, not just interesting

By using it you'll become an insights function that’s focused, strategic, and equipped to drive action – not just more analysis.

So whether you’re dealing with rising demand, unclear briefs, or competing priorities, this toolkit helps you take control and make every project count.