Some of our clients

2019 Online Investing Report

A key resource for anyone who needs to know the size of the UK market; understand the UK consumer relationship with investing and pensions; source nationally representative, market-level and provider-specific data; understand specific journeys, or see detailed qualitative insights on what works, and what doesn’t.

Fin-k Tank Seminar

Now in its 4^th year, Boring Money Annual Conference will explore how customers have morphed from passive recipients to active shapers of content and products.

We’ll look at the science of ratings, reviews and likes; we’ll dig into customer-generated products; bring you the latest in what customers like and expect; and showcase what good looks like as direct investing evolves.

Women Investing - Insights Deck

If you want to conduct a deeper dive into customers by gender, our deck will help, with updated data & insights from 2019.
How do women’s attitudes to investing differ from those of men’s? What investments do they have? What features and messages attract them to particular products? How can you tip them into taking action?

FCA: Evidencing value for money

As of September 2019, the FCA will require fund managers to assess and report on value. We have created a framework which looks beyond the obvious issues of performance and fees to identify other core pillars of value. We can work with asset managers in three ways to help: Insights Deck & Framework, Syndicated Research or Ongoing Value Testing.