
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

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 the survey will cover

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.
Gain access to bi-annual insights to inform your board.
Essential market data and trends for Executive
Committee reporting.
Up to date on consumer sentiment, buying intention and what your customers think.
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.
Deliverables and outcomes
Every 6 months, platforms will receive the following outputs:
• Circa 20 page report of results, in PowerPoint/PDF format: This will include:
Profile of your customers, and how they compare to Platform Investors as a whole
KPIs, including NPS, and benchmarking against key competitors
Metrics on various aspects of value including price
Key driver analysis that identifies key drivers of value, for your brand specifically and also a comparator of how this compares for other brands
Ongoing tracking and identification of successes and pain points over time
1 page summary of results and recommendations
• A shareable 1-page scorecard covering key value KPIs
• Data tables
Report price
£10,800 + VAT per 6 months
Minimum subscription of 1 year
Get the full Platform Investment Tracker report
Please contact dan@boringmoney.co.uk for more information or to request a call with the research team.
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