Wonder has several clients in the Finance Industry. These clients require accurate data to make critical decisions, but moreover, they require a more rigorous methodology when we complete their research requests. Accuracy, comprehensiveness, and a solid Research Strategy that can be replicated are important for all our clients, but in Finance, it is imperative. Many times, our clients are taking our research directly into important meetings. Imagine if someone asked them a question about how we arrived at a figure, and the client could not explain it!

<aside> <img src="/icons/binoculars_blue.svg" alt="/icons/binoculars_blue.svg" width="40px" /> Research Strategies with methodologies that can be replicated are a MUST.

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Wonder Research Project Types- Finance

Other than concept overviews and competitive landscapes, the main types of financial research are:

• Market Size & Growth
• Market Share

Industry Overview

The financial sector is a section of the economy made up of firms and institutions that provide financial services to commercial and retail customers. This sector comprises a broad range of industries, including banks, investment companies, insurance companies, and real estate firms.

[Financial Sector Makeup](https://www.investopedia.com/terms/f/financial_sector.asp#:~:text=Financial Sector Makeup,and Chubb (CB).)

As mentioned above, the financial sector is made up of many different industries ranging from banks, investment houses, insurance companies, real estate brokers, consumer finance companies, mortgage lenders, and real estate investment trusts (REITs).

The financial sector is one of the largest portions of the S&P 500. The largest companies within the financial sector are some of the most recognizable banking institutions in the world, including the following:

JPMorgan Chase (JPM)

Wells Fargo (WFC)

Bank of America (BAC)

Citigroup (C)

While these large companies dominate the sector, there are other, smaller companies that participate in the sector as well. Insurers are also a major industry within the financial sector, made up of companies such as American International Group (AIG) and Chubb (CB).

Special Considerations That Affect This Industry

Here are some of the main factors that affect the industry when looking at drivers and constraints.

Some of the positive factors that affect the financial sector include: