We understand your world

Through us, the industry’s customers have a voice.

We remind the industry that at the end of every investment product is a consumer and their life savings. We use a powerful combination of innovative research techniques and traditional qualitative methods to bring their attitudes and behaviours to life.

Truly understanding what makes consumers tick allows us to help our clients shape solutions that engage consumers and deliver sustainable, commercial success.

A letter from Anna, our CEO

The Wisdom Council understands your world. We built careers in the world’s leading financial services companies before moving into consultancy and, as a specialist team, work right across the (unnecessarily complex) financial services value-chain.

We understand consumers across all walks of life. You name them, we know what makes them tick – life stage, gender, wealth, financial sophistication.

Our Services

Governance

Delivering better outcomes

Bringing the customer voice to life to shape corporate culture, support the product cycle and help firms embrace regulatory change.


Innovation

Inspire & engage

From mass-market D2C to institutional clients, we help deliver customer-first investment products, distribution strategies (including digital solutions) and marketing and communications collateral.

Communities

Share, educate, advocate

Forming the strategic architecture through which to deliver actionable insight while enhancing your client experience and brand advocacy. We immerse ourselves in your business and give clients a seat at the table.

A Sustainable Finance Industry

We believe that the finance industry can play a significant role in addressing today’s social and environmental challenges. Working collaboratively across the industry, we play our part in the transition to a more sustainable future.

Latest Thoughts and Insights

Contact us

We believe that the finance industry can play a significant role in addressing today’s social and environmental challenges. Working collaboratively across the industry, we play our part in the transition to a more sustainable future.

The Wisdom Council

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