Not just research – wisdom
We are sector specialists – we’ve spent over a decade listening to consumers talk about their finances and relationship with money – and talking to the industry about their challenges and potential solutions.
We understand the nuances and complexities of the highly-intermediated distribution landscape. Wherever you sit in the value chain, we will work with you to enhance your understanding of the end customer – whether you think of them as a client, investor, policy holder or scheme member.
EQ + IQ + AI
The Wisdom Council’s successful formula builds on an insatiable curiosity about human attitudes, behaviours and emotions alongside the application of a deep understanding of the mechanics and drivers of the long-term savings industry – and the disconnect that we observe between the two.
Along the way, we have evolved and innovated to ensure that the insight we deliver is market leading – whether that is leveraging tech for community platforms, driving insight out of social listening and big data, or embedding machine learning into our fintech. It is the interplay of all of these elements that powers TWC’s insight. Helping firms connect with their customers.
Helping customers along the journey to financial prosperity.
How we work with you
CitizeniQ
Citizen IQ combines more than a decade of human-centred design, behavioural science, data-led insights and AI to shift a brand’s understanding of its consumers from ‘we think’ to ‘we know’.
Communities
We partner with firms to build the strategic framework to become a more client centric organisation. Giving customers and distributors a seat at the table through communities, advisory boards and councils.
Research & Insight
Underpinning all our work is our expertise in the full range of methodologies to explore & understand human behaviour. We combine this with our deep sector expertise and unique perspective on the rapidly evolving market landscape for savings & investments to deliver real actionable and value adding insight.
The Wise Society
The Wise Society is our own community of retail savers & investors representative of the market in the UK ranging from those with just workplace pension savings through to high-net-worth individuals. It ensures we always have our finger on the pulse of what investors are thinking and doing – from crypto through to the transfer of wealth.
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
- Cannon Green, 27 Bush Lane,
London, EC4R 0AA