How has COVID-19 influenced investor behaviour?
Explore both the problems and potential solutions with our FREE whitepaper, based on new quant and qual research with over 1,000 UK fund investors.
What do customers think about the world of finance?
We build you a meaningful picture by blending quantitative data with tailored focus groups, interviews and customer feedback.
Advice Report 2020: An accelerated path to digital adoption
Size the potential advice market, understand changing consumer appetites and trends, and base your business plan on current insights.
Value Assessments 2020: Best practice
With deliberately vague criteria, the FCA has intentionally put the onus on managers to articulate, check and evidence Value. So what does good look like?
Send the right message to customers in crisis
Now is a vital time for investment providers to support their customers with informative content. As the leaders in consumer comms, we can help.
COVID-19
Why consumer research works well in lockdown
Discover the benefits of online qualitative research during isolation, using innovative methods and tech.
WEBINARS
What investors want from the industry today
ADVICE
The changing face of advice post-lockdown
VALUE
Best Practice in the first cohort of Assessments of Value
COMPARISON
Our new comparison site with calculator launches
To tackle increasing consumer uncertainty, we've released an industry-first comparison site with built-in calculator.
AUA
Online investors more than double over 3 years
Latest figures on Assets Under Administration for the UK DIY investing market, now over £260 billion.
IN THE NEWS
Warning of 'highly disparate' advice service
Only 9% of Brits have a financial adviser - for those who do, the service is a tale of two cities. FT Adviser reports on our research.
IN THE NEWS
One-in-four clients not heard from IFA during virus crisis
Are investors happy with their financial advisors' approach to COVID-19? New Model Adviser reports on our research.
Access the secure site customer journeys of 20+ investment and pension providers in the UK – from risk profiling to payment to reporting.
Journeys
Build a picture of the investment space with regularly updated demographic, behavioural and attitudinal insights from thousands of UK savers and investors.
Data Portal
Supplement your work on reporting, assessing and improving value with quarterly external insights on customers thoughts. Based on 2,000 fund investors each quarter.
Value Tracker
Some of our clients
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We're not perfect! But we do think this shows that people
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