About Us

Founded in 2013 to bring intelligent insight to financial services firms – helping them to shape their thinking on strategy, propositions, new product development and service delivery.

Financial services specialists

We are sector specialists with a passion for customer engagement and treating customers fairly. A blend of research, marketing and proposition expertise helps us to get under the skin of even the most technical of investment products and propositions. We also bring a deep understanding of the commercial challenges facing firms – from competition, regulation and cost pressures to rising customer expectations in a digital age.

Click here to meet the team.

Creating client councils

Known for our investor councils, we create a direct relationship between firms and their customers to deliver a steady and intelligent flow of insight and information. Councils come in all shapes and sizes: from our UK representative investor council ‘The Wise Society’ to bespoke councils, client advisory boards and ‘pop-up’ councils for project-specific insight and testing programmes.

Click here to find out more about our councils

Working across the value chain

Our partners are decision-makers right across firms from marketing and distribution, risk and compliance, product development and management to operations.

We connect across the industry with regulators and policy-makers, industry and media commentators, manufacturers and intermediaries, traditional firms and fintech challengers.

Click here to find out more about our client work