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Listen, learn, improve
Communities allow customer-centric thinking and approach to doing business. Ensuring customer understanding of communications and fees will become part of board-level reporting from July 2023 when Consumer Duty comes into force.
We offer a number of services that allow you to take the pulse of your investors, or would-be investors. Take a look at some examples below, and please get in touch if you would like to discuss these projects or one of your own in further detail.
Our client
A large, vertically-integrated wealth manager
Their challenge
Formalise and embed adviser insight into the business to help inform product and service developments and improve the adviser, and ultimately client, experience and outcomes.
Our approach
We built, and continue to manage a programme of B2B audience consultation, including managing a dedicated, client-branded online platform with their adviser community. We help to plan and implement the consultation programme, conduct quantitative and qualitative research, offer an independent perspective on challenges and feedback via regular insight reports, supporting the client in the delivery of the initiative’s tactical and strategic objectives.
Outcome/impact
Our client
A large, market-leading UK-based asset manager
Their challenge
Establishing and maintaining a strong customer centric culture, our client needed the tools to embed the voice of the customer across the business.
Our approach
Outcome/impact
Online and face-to-face interaction with customers and advisers has created a positive feedback loop, strengthened our client’s brand and helped our client and their advisers better understand the needs and expectations of their customers.
Our client
A government pension fund
Their challenge
Our client wanted to gauge understanding and awareness of their RI strategy among their current investors. In addition to monitoring current understanding, they also wanted to learn how they could better interact and engage with investors going forward.
Our approach
We invited more than 200 members to be part of an ‘Ideas Hub’, a community-based platform. During their time on the platform, investors exchanged opinions and understanding of the pension fund and its current RI strategy. They also completed a series of tasks, to help better inform the pension fund regarding customer attitudes.
Outcome/impact
The ‘Ideas Hub’ allowed our client to gain some incredibly rich insight from their customers, which they embedded into communications and which helped guide their evolving investment strategy. Overall, we had some amazing feedback from participants – showcasing the benefit to both parties of engaging with members.
“Online communities are easy, fresh and energetic. We engaged with our pension scheme members on our new responsible investment strategy – we’ve had calls and emails from members saying it was fantastic!
And, as an organisation, we learned a great deal about our communications, what worked well, what didn’t and how we can improve.”
POLICY GOVERNANCE AND RISK MANAGER, PENSION FUND
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.
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Delivering impact against the following UN SDGs
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