Research Publications

Our latest report “Customer Acquisition” has been compiled with research from over 6,500 UK adults and 20+ providers of online investment services.

The report will be an invaluable aid to those working on their direct customer proposition. We start with a focus on the consumer. What people have, what they think, which brands they would use and what attracts them to products and providers. We have done a deep dive into segmentation and look at customers by age, wealth, income and gender as well as several life stages. This will help groups to identify what each segment has/likes/needs and will be an essential tool in strategy and planning.

We also provide a detailed review of the marketplace today, by provider type. Looking across banks, robos, traditional platforms, life companies and asset managers, we identify spend across all media channels, and look at overall acquisition costs. By mapping the provider spend and approach to the consumer research, we can start to track success and see what works.

The report is key reading not just for marketeers but for any director of an investment brand working out how to compete in the non-advised space. We’re also able to tailor our findings based on your own segmentation models. Please contact Carmel at to discuss or further questions.


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