Research

We understand your business and your audiences

Our research services cover a wide range of needs and topics, from customer satisfaction and investor preferences, product suitability, regulatory and governance issues, to the disruptive challenges of Fintech.

Market context
  • Competitor landscape; analysis and insights
  • Market evaluation and sizing
  • Trends and opportunities
Product and service development
  • Product positioning and strategy
  • Suitability testing
  • Awareness and comprehension
Investor engagement
  • The investment journey
  • Key drivers: from awareness > consideration > preferences > purchase > loyalty
Brand and communications evaluation
  • Go-to-market strategy and origination
  • Suitability and understanding
  • Tracking, measurement and analysis
Client experience and satisfaction
  • TCF compliance
  • Investor motive, appetite, preferences
  • Key drivers: product range, service, price, added-value, differentiation
Thought leadership
  • Original, evidence-based content
  • End-to-end service: from strategy, ideas and research to written report


We have undertaken qualitative and quantitative research among:

  • Institutional investors e.g. pension schemes, insurance companies, charities
  • Discretionary investment and wealth managers
  • Financial advisers and other intermediaries
  • Family offices and individual investors
  • Consultants and key business influencers


Qualitative and quantitative methods

 We focus on the research methodologies and tools most relevant to our financial services clients:

 
  • Face-to-face depth interviews
  • Telephone and Computer Aided Telephone Interviews (CATI)
  • Online surveys
  • Omnibus surveys
  • Focus groups and workshops
  • Panels and hard-to-reach groups: HNWs, IFAs, discretionary and institutional investors
  • Desk research
 

Gabriel’s research team works to Market Research Quality Standard Advisory Board (MRQSAB) standards.

FOR EXAMPLE

Aviva Investors


Meeting the income needs of today’s investors. Research among UK advisers and wealth managers, and individual investors
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BlackRock


The business case for pensions: employer and employee attitudes to retirement planning
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Brewin Dolphin


Charity Investment: What Matters Most?
And what more the industry and policymakers could do to help.
More

BNY Mellon Investment Management


UK retail client experience and TCF compliance
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Ingenico Payment Services
(formerly Ogone)


Pan-European research among merchants quantifying attitudes to fraud management, card-not-present transactions, and related issues
More