Introducing Platform Investor Tracker

Our new Platform Investor Tracker has been designed with Consumer Duty in mind. We will engage 2,000+ platform investors every 6 months. We can supply platforms with independent metrics on what your customers value, to include service and customer support, and also benchmark platforms against peers. Data can be segmented into product wrappers held, and demographic groups and life stage.

Each report will detail the value platforms are perceived to be delivering against key criteria including:

• Customer service and support

• Charges and value provided

• Communications

• Expectations of their platform and your success in meeting them

• Customer’s perceived success in achieving their objectives

Boring Money's End of Year Insight Session

Join us as we look back at what shaped the investment and wealth industry in 2023 and take a peek at what 2024 has in store for us!

Consumer Duty

The Consumer Duty final guidance came out on the 27th July 2022. Platforms need to enhance their understanding of their clients to address 4 outcomes:

• Products and services

• Price and value

• Consumer understanding

• Support
  

What do you get from this?

• Independently sourced customer data on how you are seen to be delivering value to your customers

• Permission to use and cite this data externally, in client and investor reporting

• Benchmarking against key competitors

• Metrics on various aspects of value including price

• A scorecard covering key value KPIs

• Data tables covering detailed metrics

• Key recommendations on areas for action

• Ongoing tracking

A Snapshot

We will provide an easily shareable one page scorecard covering brand performance on KPIs.

1. Gain access to bi-annual insights to inform your board. 

2. Essential market data and trends for Executive

3. Committee reporting. 

4. Up to date on consumer sentiment, buying intention and what your customers think. 

5. Gauge how you compare to leading competitors.

Trust is at the core of platform value

Although value breaks down into many component parts – including price and functionality – we know that trust is a fundamental part of value for customers. In general, the less confident the investor, the more trust they put in larger brands.