Proud to be a Certified B Corp since 2023
Providing insight, inspiration and an independent perspective to financial services firms. We put customers at the heart of decision making.
Our mission is to give everyone the financial security they deserve by working with our clients to put the voice of the consumer centre stage.
Our name comes from the concept of the ‘wisdom of the crowds’. Our value comes from our accumulated knowledge, deep sector expertise and ability to harness multiple perspectives.
We join the dots across data – big and small – and know how to apply that insight to drive real impact.
How We Work
All our projects follow our Wisdom process:
Understand
Firstly understanding your objectives and needs. What question are you really trying to answer? What are the potential barriers that you need to overcome? We then explore. Full of curiosity and positivity, we use a full range of research methodologies to dive deep into the attitudes and motivations behind human behaviour. Where are the gaps? Where are the opportunities?
Act
Ideas are nothing without a plan to change. We run programmes to test, learn and validate. Continually challenging ourselves and our clients to bring fresh thinking. Always searching for new angles and perspectives. We move from the art of the possible to prioritising the achievable, working with our clients to build the case for change.
Optimise
Through this process, we support you in making a genuine difference to commercial or societal outcomes. We never leave you with a report on the shelf. We unlock opportunities to effect change in your business. Our data and community solutions create the frameworks to embed and to apply at scale.
Consumer Duty
Good companies see the world through the eyes of their customers and by extension this leads to better customer experience, customer retention and business outcomes.
Consumer Duty places a regulatory requirement to build and embed what is best practice. We’re experts in bringing in the customer perspective and can help support your Consumer Duty work as you embed your learnings into BAU.
We have a range of solutions help you evidence continuous improvement for Board-level reporting against the Four Outcomes. From sentiment trackers and proposition development to understanding legacy books and testing key communication documents, we can deliver the insight you need.
About us
Established in 2013, our senior team have built their careers in the world’s leading financial services companies and bring a unique combination of industry, insight and consultancy experience.
We work right across the financial services value chain, embedding the voice of your customer, whether that’s an end consumer, IFA or an institutional investor.
Read our latest blog
Moving away from warning to informing…supporting investor outcomes along the way
The recently-published report into the Risk Warnings Review talks about moving the conversation with customers away from ‘warning’ to ‘informing’. This might just seem like
A plea for fresh thinking
When The Wisdom Council launched our Yes She Can campaign in 2018 to unpick the gender investing gap, an FCA team member looked aghast at
The best brands see the world through the eyes of their customers
Most firms would acknowledge that good customer experience and subsequent retention flow through to profitability and business performance. For customers who take advice. this has
Contact us
We draw on deep industry expertise, insight and our independent perspective to develop the tools you need to make savings and investments more accessible to all.
Get in touch to find out how, together, we can deliver financial products and services that your client wants and needs.
The Wisdom Council
- contactus@thewisdomcouncil.com
- 33 Cannon Street,
London, EC4M 5SB