Bespoke Research

We help firms test and refine their comms with real investors. Our process is grounded in the regulatory context (covering Consumer Duty, SDR, CCI, and Targeted Support, where relevant). We assess comms and support you to improve them to meet regulatory expectations, reduce risk, and enhance engagement and resonance.

1. Test key documents, letters, journeys and more

2. Independent consumer feedback, revealing true understanding

3. FCA-friendly evidence and improvements

We uncover how customers experience your products and services across the entire customer journey, providing insight-led recommendations for better user journeys and experiences.

• Journey mapping & service design support

• Mystery shopping & platform walkthroughs

• Pain point identification and optimisation

From concept to launch, we work with you across the entire product lifecycle to validate and shape ideas, and develop products and services that will stand up to market expectations and competitor offerings, meeting the real needs of your target market.

1. Concept testing & refinement of early ideas

2. Insight-led development of products & services

3. Supporting go-to-market launch strategies

We help you cut through the noise with research that gets to the heart of what investors want to hear, and how they want to hear it.

• Messaging testing and creative diagnostics

• Channel preferences and targeting support

• Pre and post-campaign effectiveness reviews

Tap into our unique market knowledge. With test accounts across all major platforms, our own investor panel, and proprietary data, we can draw on our datasets as well as conduct primary research to deliver a clear picture of where you sit - and how to grow.

1. Market sizing & competitor analysis

2. Audience segmentation & persona creation

3. Brand positioning & sentiment tracking

We work with firms to establish ongoing customer panels / online communities, allowing you to hear from your customers quickly, flexibly, and cost-effectively. With others, we have established regular / repeat feedback programmes.

• Always on’ research capability, providing quick feedback

• Comms testing, concept testing & improved CX / UX

• Supporting continuous improvement