Wealth management and private banking organisations need knowledge to make better decisions about brands, services, and propositions. Without this, how can you gain that elusive edge? Capture market share? Excel in this highly competitive sector?
For years we’ve supported the world’s leading wealth and investment managers and private banks. Access, engage, and understand your clients and prospects by working with our high net worth (HNWI) specialist team:
The sector expertise we bring to our wealth management research will help you gain a deeper understanding of how HNWI, high income earners and affluent audiences act, feel, think, and prioritise.
Who is your target market, how do they invest and bank, what segments best fit your offer, and how can you access and market to them? We’ll unearth a wealth of insights that you can act on.
Measure the success of your marketing through the brand funnel of awareness, sentiment, reputation, associations, and consideration. Assess… adapt… achieve.
Measure key client KPIs and understand how to improve your share of wallet.
Investor sentiment, market trends, product use and penetration, and channel trends – in other words, the kind of understanding needed to accelerate your market position.
Fine-tune your propositions by testing and developing your brand, service, and product enhancements such as digital UX, advice pricing, or credit card features.
If you’d like to speak with one of our experts right now, please call: +44 (0) 20 7632 3434
