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

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Factsheets and Disclosure

This year, the spotlight has been firmly shone on whether the industry is doing enough to inform and update its retail investors. The focus needs to shift from lengthy and extensive ‘transparency’ towards clarity. 

Boring Money’s report will help any group to get an immediate understanding of what good looks like to a retail customer – and how to focus efforts on the right things to achieve better levels of understanding, clarity – and ultimately – trust.

 

 

Value Assessments - Adding the Customer Voice

We regularly conduct quantitative and qualitative research into what investors value from asset managers, beyond performance and price. 

We can help you understand your customers' take on value. Get quantitative and qualitative research with consumers, advisers, asset manager directors, academics and NEDs. This report includes key consumer research insights on price, performance, clarity, service, and how consumers assess value, plus a value tracker.

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