• Clients

Operational Impact


Market Research on Clients (OI8113)

Indicates whether the organization uses market research to identify the needs of clients and potential clients.
Reporting format
Metric type
Metric level
IRIS metric citation
IRIS, 2016. Market Research on Clients (OI8113). v4.0.


Organizations should footnote the details of the market research that they conduct and the process and frequency with which they conduct the market research. See usage guidance for further information.

Usage Guidance

  • Market research on clients refers to research that enables organizations to better service their clients by understanding topics such as: the characteristics of their target clients, their clients' needs and preferences for products and for delivery channels, potential barriers for their clients to access products, and other topics.
  • Organizations can refer to the SPI4 (, specifically the Essential Practice 3a1, for additional indicators related to market research. SPI4 is a social audit tool developed for financial service providers but applicable to any organization that has both social and financial objectives.