Research
We understand your business and your clients
Our research services cover a wide range of needs and topics, from customer satisfaction and investor preferences, product suitability, regulatory and governance issues, to the disruptive challenges of Fintech.
Market context
- Competitor landscape; analysis and insights
- Market evaluation and sizing
- Trends and opportunities
Product and service development
- Product positioning and strategy
- Suitability testing
- Awareness and comprehension
Investor engagement
- The investment journey
- Key drivers: from awareness > consideration > preferences > purchase > loyalty
Brand and communications evaluation
- Go-to-market strategy and origination
- Suitability and understanding
- Tracking, measurement and analysis
Client experience and satisfaction
- TCF compliance
- Investor motive, appetite, preferences
- Key drivers: product range, service, price, added-value, differentiation
Thought leadership
- Original, evidence-based content
- End-to-end service: from strategy, ideas and research to written report
We regularly undertake qualitative and quantitative research among:
- Institutional investors e.g. pension schemes, insurance companies, charities
- Discretionary investment and wealth managers
- Financial advisers and other intermediaries
- Family offices and individual investors
- Consultants and key business influencers
Qualitative and quantitative methods
We focus on the research methodologies and tools most relevant to our financial services clients:
- Face-to-face depth interviews
- Telephone and Computer Aided Telephone Interviews (CATI)
- Online surveys
- Omnibus surveys
- Focus groups and workshops
- Panels and hard-to-reach groups: HNWs, IFAs, discretionary and institutional investors
- Market sizing
- Desk research
Where does quality research end and thought leadership begin?
Learn more about our thought leadership work – an end-to-end service from idea generation through to the delivery of original, evidence-based content and copy.
Gabriel’s research team works to Market Research Quality Standard Advisory Board (MRQSAB) standards.