Online Investor Update

Quarterly insight into both the industry and customer views and data

Market Data

  • AUA & market share
  • Customer growth
  • Customer demographics
  • Investment flows
  • Account splits

Provider Benchmarking

  • Investment Journeys & solutions
  • Mobile App Features
  • Accounts Offered:
  • Robo Propositions
  • Customer ratings & NPS

Consumer Data

  • Consumer Profiles & segmentation
  • Consumer Employment & Relationship Status
  • Consumer Income Demographics
  • Parenthood & Home Ownership
  • Product & Provider preferences
  • Consumer attitudes to investing
  • Confidence across a range of investment topics and actions
  • Ethical investing interest, considerations, and preferences
  • Brand Awareness & Usage

Dynamic and Instant Insights

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Lorem Epsom about more investor confidence 


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