Behind the Scenes
Behind the Scenes is designed for distributors and platforms, helping them track brand perception among retail fund investors, understand customer sentiment, outlook and investing intentions.
Behind the Scenes Summary
Proposition development – Data and insights support proposition development. Whether you’re building new functionality, re-pricing or enhancing user experience, our team of analysts can help.
Market data – AUA, account numbers, gender & age profile and tax wrapper splits across the DIY investing market. Use our figures to inform your board reports, capital markets / shareholder presentations & strategic planning.
Consumer research data – Subscribers can access research data segmented according to their business needs, with on-demand support from our analysts.
Peer analysis – Test accounts, provider review process and reviews on boringmoney.co.uk provide unique insight into the strengths and weaknesses of your competitors.
Data on demand
Behind the Scenes gives you access to our in-depth data pool and is the most efficient way for clients to access the data they need on-demand.
What you get:
1. Analyst time - On demand bespoke support with data, segmentation and proposition development questions
2. Quarterly Scorecard – Used internally to benchmark, feed Board reports and track progress (provided to those with a live proposition in the market today)
Key benefits
Data on demand- Peer analysis – Consumer data – Market Data
Clients use our Boring Money Saver & Investor Analysis to understand their competitor landscape, underpin their strategy and communications with consumer data, and access market data on demand.
How have we helped?
In the past 12 months we have supported firms to:
Profile specific customer segments – our large data pool means we can map your customer segments to our nationally representative data.
Refine growth plans with a focus on supporting enhanced guidance or digital advice, developing sustainable propositions.
Build business plans and support with data and forecasts.
Tackle ad hoc data and strategic questions e.g. understanding younger investors’ needs; communicating with cash savers; trying to encourage pension consolidation.
Some of our analysis has included:
Insights into market trends on Robo advisers and Cryptocurrencies
Comparison of SIPP fees among competitor providers/ platforms
Benchmark analysis of trading apps dealing in shares
Get the full Saver and Investor Analysis report
Please contact dan@boringmoney.co.uk for more information or to request a call with the research team.
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.
