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We provide insight, inspiration and an independent perspective to the financial services sector. For almost 10 years, we have been industry pioneers in putting customers at the heart of decision making – be that institutional investors, retail customers and everyone in between.
We deliver insight to your firm via three core pillars: Governance, Innovation and Communities.
Delivering fair outcomes
Helping you to understand and measure what good looks likes so that you can evidence good outcomes and embrace regulatory change. Embedding the voice of the customer in your governance framework for long-lasting change.
Inspiring change
We bring agility and fresh ideas to problems you’d like to solve. We are constantly finding new ways to understand human behaviour and share this with the industry, to better inform their products, distribution strategies and marketing.
Listen, learn, improve
Forming the strategic architecture you need to become more customer-centric. By regularly listening to your customers via a community you can implement insight and maximise returns.
Our qualitative methods include depth interviews, focus groups, co-creation sessions, workshops and diary studies. While our quantitative approaches range from social listening, product testing, trade-off exercises and bespoke segmentations. We use segmentation models to predict purchasing behaviour and understand where customers are in their financial journeys. We work with expert behavioural scientists and big data analysts and deploy the latest research technology, including social listening and rapid, online testing.
We are also experts in managing communities for our clients – engaging a constant cohort of their customers that, on an ongoing basis, share their views on communications, brand perception, products and services. And we also manage our own community, The Wise Society.
Our insight and understanding helps firms to deliver financial products and services that consumers want and need.
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.
Proud to be a carbon-neutral company
Delivering impact against the following UN SDGs
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