Our Offering

Key Industry Reports

Our syndicated industry research is sourced from large-scale data sets from wide and representative pools of respondents.

We apply advanced statistical techniques to ensure the data represents the industries, client segments, and behavioural and demographic characteristics of the markets we research.

Our team of experienced industry experts analyse the data to produce deep insights for our clients – exploring what the data means, how it affects the industry and our clients, and untapped opportunities.

 

Research Areas

Australian Retail Shareholders Report
The report is a deep quantitative examination of the views, motivators and concerns of retail shareholders, benchmarked against other issuers. The study is designed for use by the Board, executive management and the Investor Relations (IR) Department to optimise retail shareholder engagement, communication and loyalty.
Licensee Satisfaction Benchmarking Report
The report is an in-depth review and audit of the offerings provided by medium-to-large licensees to financial advisers in Australia The key insights will enable licensees to understand how they compete, which areas to focus on strengthening and utilising the independent research as a business growth tool.
ESG Report
This report uncovers the appetite for ESG investing among consumers and financial planners, highlighting the awareness, use and appetite for ESG products in- and outside super, as well as the tools, processes and resources used to identify ESG-aligned investments
Digital Wealth Report
The report provides a comprehensive review of the latest developments in digital technology used to deliver wealth services to Australian retail consumers – encompassing online tools and mobile apps used for the purpose of Spending, Saving and Investing. Based on longitudinal desk research, the report benchmarks 101 digital wealth applications and services across 10 key attributes
UK ETP Report
This report provides deep insights into demand for and usage of ETPs, including desired product attributes, motivations for investment and views/ perceptions of ETP and ETP providers.
Singapore CFD and FX Report
A detailed analysis of the CFD and FX market in Singapore including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Singapore Online Investing Report
A detailed analysis of the online broking and remisier market in Singapore including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
US FX Report
A detailed analysis of the FX market in the US including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
US Online Investing Report
A detailed analysis of the online investor market in the US including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Hong Kong Warrants and FX Report
A detailed analysis of the derivatives trading (warrants, CBBCs, futures, options, etc) and FX market in Hong Kong including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Hong Kong Online Investing Report
A detailed analysis of the online broking market in Hong Kong including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Australian FX Report
A detailed analysis of the FX trading market in Australia including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Australian CFD Report
A detailed analysis of the CFD market in Australia including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Australian Online Investing Report
A detailed analysis of the online broking market in Australia including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Planner Risk Report
A detailed analysis of financial planners’ views and preferences around providing risk advice, what they are looking for from risk product providers and the role of platforms and planning software in delivering risk advice.
ETF Investor and Planner Report
This report provides deep insights into demand for and usage of ETFs, including desired product attributes, motivations for investment and views/ perceptions of ETF products and ETF product providers.
Super Fund Brand, NPS and Satisfaction Tracker
Produced quarterly, this report provides a regular pulse point on super fund brand health, NPS, member satisfaction and member engagement.
Margin Lending Planner Report
A comprehensive analysis of how financial planners interact with and service Margin Lending investors, as well as their relationships with Margin Lending providers.
Margin Lending Broker Report
A comprehensive analysis of how stockbrokers interact with and service Margin Lending investors, as well as their relationships with Margin Lending providers.
Borrowing to Invest Report
A thorough examination of investors who use Margin Lending products across all channels.

Our wealth of industry knowledge and large data sets allow us to develop effective custom research for our clients – delivering outcomes that are prompt, cost effective and deeper than traditional research houses. We deliver custom research across all aspects of the financial services industry, encompassing Value Proposition testing, service benchmarking, brand and competitive gap analyses and much more.

The fine margin between good performance and great performance separates the cream from the crop. Through our CEO Program, you will obtain monthly performance feedback to help optimise your customer touch points.

The Program tracks clients’ experience with your website, call/contact centre and onboarding experience, as well as their cross-product purchase intentions. We also provide insight on the views of competitor clients across the same set of benchmarks, allowing you to fine tune your service proposition in real-time.

The CEO Program will help you:

  • Understand the drivers of client attrition
  • Understand areas of your business that require attention
  • Improve client satisfaction and NPS
  • Maximise client retention
  • Maximise cross sell

For more information, please give us a call at +612 8248 8000 or email us at [email protected]