Bespoke Case Studies
Our bespoke research projects help financial firms make confident, insight-led decisions. Each of our case studies showcases how we turn customer feedback into actionable strategies. Explore real-world examples of how we’ve guided clients to improve products, communications, and customer experiences, delivering measurable impact and informed decision-making every step of the way.
Focus Groups & Panels
To strengthen direct communication with customers, we establish a representative panel that meets quarterly for in-depth, interactive workshops. These sessions give stakeholders a platform to test ideas, gather feedback on new tools and communications, and explore customer sentiment in real time.
Competitor Analysis
We benchmark offers against ten leading UK platforms, identify gaps, standout features, and best-in-class innovations. Our insights define essential and differentiating features for continued growth, guiding strategic recommendations to be presented at board level and inform the next phase of product development.
Customer Satisfaction & Brand Trackers
To test a rebrand among non-customers, we conduct numerous qualitative interviews with investors and advisers. Using interactive stimulus and protective techniques, we gauge reactions to the brand and marketing content. The insights guide a client’s rebrand strategy and marketing decisions, helping stakeholders understand how the new brand will shift perceptions across key audiences.
Customer Journey Testing
To gather consistent, actionable customer feedback, we have a representative panel of existing clients that meets quarterly for interactive workshops. Participants provide input on new developments, existing services, and broader customer experiences. The panel influences product, service, and communication decisions while engaging senior stakeholders across the business.
A ‘Food Label’ for Sustainable Funds
To address growing investor confusion around sustainable funds, we developed a mobile-first disclosure prototype that clearly communicates fund objectives, metrics, and holdings. The prototype highlights key SDGs, transparent metrics, and manager insights in an accessible, interactive format. The research informs improvements in sustainable fund communications, helping investors quickly understand performance, alignment, and impact while reducing barriers to confident decision-making.
Communications Testing for Consumer Duty
We help financial firms ensure their communications support good customer outcomes and comply with Consumer Duty regulations. Using a mix of in-depth interviews, short-term panels, and ongoing pop-up panels, we test fact sheets, letters, webpages, and other key materials to see how customers find, understand, and act on the information. The insights we provide deliver practical, actionable recommendations that improve clarity, comprehension, and engagement across a wide range of communications.
New Product Development Research
To evaluate and enhance a new customer onboarding journey, we engaged savers and investors through an interactive online community. Their feedback uncovered key friction points and opportunities to simplify the process. The resulting insights helped our client streamline onboarding—reducing time to open an account and improving overall user experience—while compelling video deliverables inspired company-wide buy-in for change.
Our top picks
Explore more of our products to gain valuable insights and learn how we can help your strategy and propositions through our services.