01
Market segmentation and sizing
Using multivariate analysis and cluster techniques, we identify the tribes within your client base and the broader market, uncovering the behavioural and attitudinal differences that drive buying decisions. Ideal when launching new propositions or entering new segments.
02
Proposition and product testing
Before you invest in a new product, adviser model, or service tier, we test it with the target audience. Qualitative and quantitative methods, stakeholder consultation, and refinement through iteration, so you launch with confidence rather than conviction.
03
Brand and advertising tracking
We measure brand awareness, distinctiveness, equity, consideration, and emotional appeal against your key competitors. Whether as a baseline study or an ongoing tracker, you gain a clear view of where your brand sits and where attention should go.
04
Client experience and journey mapping
We deploy proprietary tools to measure client satisfaction and engagement beyond surface-level metrics, and map the client journey from the client's perspective. A structured framework for understanding where your experience succeeds, where it fails, and what to prioritise.
05
Shadow shopping and customer acquisition audits
Conducting shadow shopping research since 2003, we collect first-hand client experience feedback to drive business efficiency and reduce reputational and regulatory risk. Detailed, actionable feedback on how your firm actually performs against its promise.
06
Performance benchmarking
We benchmark your firm against named competitors and the broader market, tracking relative position over time. An evidence base for board-level investment decisions, framed in market-relative terms rather than internal opinion.
07
Predictive analytics and data mining
Using predictive modelling and statistical analysis, we help you pre-empt who your clients will talk to, about what, and when, before decisions are made elsewhere. Unlocking the latent demand already sitting inside your contact database.
08
Behavioural and decision-making research
Applying behavioural science and choice modelling, we identify what genuinely motivates wealthy clients, where their biases sit, and what truly influences a purchase or allocation decision, as opposed to what they say when asked.
09
White papers and thought leadership
Our writers produce white papers and thought leadership pieces for publication under your brand, from strategy and investment topics to client behaviour and regulatory change. Rigorous, readable, and built to travel.
10
Market indices and proprietary trackers
We design and operate market indices and sentiment trackers that benchmark consumer behaviour, attitudes, or financial health over time, giving your firm a proprietary data asset and a conversation starter in the market.
11
Consulting and strategic advisory
Our senior team supports clients who want more than research findings, helping translate insight into strategy, business planning, strategic communications, and staff training, to ensure that what we learn actually reaches the decisions that matter.
12
Data visualisation and reporting
Infographics, interactive dashboards, and animations that bring research findings to life. Clients use our data visualisation to drive internal communications, board presentations, and external SEO content strategy.