We are hosting webinars to address the big questions that the investment industry want answers to in these tricky times.

Our webinars answer questions such as:

  • Do the first cohort of Value Assessment Statements help investors assess value?
  • What do today's consumers want from financial advice?
  • Best practice in the world of online investing – what does good look like?
  • ESG – how can we develop the right products for consumer demands?

Upcoming Webinars


   

Past Webinars

It's a brutal time for the markets right now. As much as we tell investors that stock market volatility is inevitable, it’s feels different for consumers who are looking at their own money. It’s scary.

Investors are being triggered by the current market volatility. For many, their retirement plans and life goals may have been drastically affected. Their investment strategies may have had to change. Equally, cash savers may be looking to buy into the discounted market. How can the industry respond to these opportunities?

Value Assessments - Best Practice

The first cohort of asset managers have now published their Value Assessment Statements. Boring Money has taken consumer insights from 8,000+ fund investors and reviewed these statements through this filter. This webinar covered: Which reports are good? What does early Best Practice look like? Do the reports help investors to assess value?

Who did this help?

  • Fund managers
  • Value Assessment leads or sponsors
  • NEDs and iNEDs of asset managers

Watch the replay:


Keep Calm and Carry On Series: 25 March - 6 May

Investor Voices

What are customers' main concerns? What are they planning? We shared new research from consumers which highlighted their questions & helped you adapt your comms strategy to deal with today’s uncertainty and reassure customers.

Who did this help?

  • Marketeers for investing & pensions
  • Industry content producers
  • Financial copy writers

Watch the replay:

Best practice

What exactly does a good customer journey look like? What is the current best practice for UX/UI? Utilising insights from our range of over 30 test accounts, Boring Money shared industry best practice and highlighted the user experience today.

Who did this help?

  • UX/UI experts
  • Those building new propositions
  • Marketing/Product teams

Watch the replay:

Customer segmentation

How can you revise your 2020 strategies & understand changing customer segments? We explored this alongside insights into segments such as female investors & customers close to retirement, from our Data Portal & Online Investing Report.

Who did this help?

  • Marketeers for investing & pensions
  • Product/proposition teams
  • Content producers

Watch the replay:


   

What do investors value?

With the FCA’s requirements to measure & publish value assessments - what do fund investors actually value? 

Our Customer Value Tracker has tracked this with 6,000+ retail fund investors over 18 months. Using Q1 2020 research we explained how the market meltdown affects what value looks like to investors.

Who did this help?

  • Fund managers
  • Value Assessment leads or sponsors
  • NEDs and iNEDs of asset managers

Watch the replay:



   

Advice versus Guidance

This webinar brought together financial advice experts to discuss that most grey of areas – the fine line between guidance and advice.

Who did this help?

  • Financial advisors
  • Platforms
  • Wealth managers

Who spoke?

Watch the replay:



  

Advice - what do today's consumers want?

Get hot-off-the-press findings from our new Advice Report, examining fresh consumer insights into what consumers want from advice – and how COVID-19 has changed this. This session helps you size the potential market, understand changing consumer appetites, and develop a strategy based on fresh research.

Who did this help?

  • Financial advisors
  • Platforms
  • Wealth managers

Watch the replay:


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