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.
Some of our clients
The Advice Report Launch
Join us at a breakfast briefing where we will share new customer research and insights about what people want when it comes to financial advice.
What is the bridge between XO and full-fat advice? How should we go beyond ‘2 Shades of Advice’?
Now in its 4th 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.
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