Do you really know your customers?

We blend quantitative data with tailored focus groups, interviews and customer feedback to build a meaningful picture of what customers think about the world of finance. What do they want? What are their current behaviours? And what might tip them into new opinions or action?


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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

Back for its third year, Fin-k Tank takes a look at what is new in the worlds of tech and investing.

With a fast-paced afternoon of fintech demos, panels, new entrants and giant incumbents, this afternoon will bring up to speed anyone interested in how to build better services for customers. Join us for a seminar which will inform, challenge, and entertain at the same time.

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

Value is subjective and only meaningful when considered through the lens of the person who is paying for it. We have partnered with the analysts at Square Mile to conduct a deep dive from a more traditional analytical view of performance and charges. But we have also conducted quantitative and qualitative research with consumers, advisers and NEDs to overlay all of these views and perspectives over the more traditional industry metrics.  

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