Platform Investor Tracker

Platform Investor Tracker

See where you stand, and what it'll take to lead.

Our Platform Investor Tracker gives D2C investment platforms unrivalled competitor intelligence and value benchmarking, direct from retail investors.

Our findings are updated every six months, designed to help you understand what your customers value most, and how you and your competitors stack up.

Platform Investor Tracker

What is it?

A syndicated research study, surveying over 3,000 DIY investors to support UK D2C platforms with:

  1. Competitor intelligence - understand key competitors and your market

  2. Benchmarking data - measure success, inform strategy, develop your proposition and business case

  3. Consumer feedback - place consumer feedback at the heart of your business, and provide the essential data for effective Consumer Duty reporting

What's included?

Each participating platform receives:

  • Two reports per year, delivered in January and July

  • Benchmarking against 21 of the UK's largest D2C platforms and peer groups

  • Tailored presentation and Q&A with report authors

  • Executive summary highlighting key market developments, strengths, weaknesses and watchouts for your brand

  • Ongoing tracked data for all firms in the study

Clients use the data for internal reporting and marketing purposes.

Use cases include:

  • Proposition development

  • Brand strategy

  • Investor Relations and Marketing

  • Consumer Duty evidence

  • Board & committee insights

  • Client understanding

What's in the report?

What's in the report?

  • Key findings: D2C market intelligence, themes and a summary of findings about your firm

  • Net Promoter Score (NPS): an assessment of how customers perceive your brand against the rest of the market

  • Platform perceptions: benchmarking client perceptions across 11 metrics, including Costs & Charges, Trust, App experience, and Customer Support, to identify strengths, weaknesses, and opportunities for your brand

  • Competitor deep-dive: weigh up your competitors and track and change over time

  • Consumer profiles: compare your customer value drivers against other platforms

  • Multiple platform users: compare rates of multiple platform users across the industry and understand the drivers

Speak to us and secure your copy

Contact enquiries@boringmoney.co.uk for more information or to request a call with the research team.

|

We use cookies

You will see cookie information on different websites and regulation means that we need to ask your permission to use them. We use cookies to improve our website, for analysis of our visitor data, to show personalised content and to give you a great website experience. For more information about the cookies we use open the settings.