The Financial Perspective

As experienced, professional financial researchers with deep knowledge of the financial services market, its products and distribution channels, we understand the context in which your business decisions are made.

We conduct research with both business-to-business and consumer audiences, including:

 

Consumers – often client customers, sometimes not, ranging from high net worth, through to mass affluent, mid-market and other groups of  financial consumers

Financial intermediaries – including IFAs, paraplanners, mortgage advisers, employee benefit consultants, discretionary asset managers

Employers - typically management in HR or Finance responsible for employee benefits

Pension trustees - internal and external, responsible for influencing company pension scheme decisions

Staff - usually regarding employee benefits, worksite marketing and new workplace initiatives such as auto-enrolment

 
Our knowledge and experience ensures the research outcomes are relevant and actionable. Whether monitoring customer satisfaction, assessing the appetite for new product or understanding changing intermediary business models, our research team will deliver timely, accurate and insightful research results.

We work very closely with our colleagues at NMG Consulting, who bring a wealth of experience in financial services research and consulting, and whose services include qualitative research, distribution consulting, new product development and corporate strategy. The association means we can deliver far more than many CATI-only operations.