Qualitative & Quantitative Research

A thorough understanding of the environment in which you operate should be core to the running of your business. Access to the knowledge and services of firms offering various forms of Qualitative & Quantitative Research might be part of that ongoing effort. Our Qualitative & Quantitative Research business need is a resource to support your discovery, understanding and engagement of the various solutions, solution providers and relevant knowledge resources in this area.

  • Total Solutions68
  • Solution Providers40
  • Knowledge Resources6
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Toronto, ON, Canada

Absolute Engagement

The cost of a typical client survey is US$1,345 however that will be discounted if we have a relationship with your custodian or broker-dealer. We design customized programs for larger teams or organizations, which may include team-based reporting, enhanced analysis or additional coaching and support; fees for such programs will be......

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Sydney, NSW, Australia

Advertising Campaign Tracking

Whether you want to do this through qualitative or quantitative techniques, we’ve got you covered, providing you with a clear and objective indication of the efficacy of your advertising....

London, United Kingdom

Advice & Research

Albourne is committed to: Non-discretionary advice Fixed fee pricing Independence Albourne believes in promoting alignment and avoiding conflicts...

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Singapore, Singapore

AFFLUENTIAL Wealth Report 2020

Some of the topics covered in the report include: Wealth levels Source of wealth Asset allocations Investment profile and priorities Criteria to choose wealth management / bank / credit card and insurance brands Brand positioning Sustainable investing Investments of passion Millionaire segments and profiles Banking needs VIP privilege & credit card needs Insurance needs Wealth management needs Wealth inheritance needs Digital vs Face-to-Face servicing preferences Expectations......

Toronto, ON, Canada

Analytics as a Service

Our teams can help you to capture and analyze data to better understand behavioral drivers of customers, unique attitudinal segments and consequently innovative ways to shape and evolve the digital channel for specific customer needs.  If the customer is your staff we can also make use of data to enhance your......

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Frankfurt, Germany

Benchmarking

Identifying your potential An abundance of knowhow and experience provides us with the expertise needed for the implementation and optimisation of sustainable sales products and solutions for interest rate and currency management. For a long time, we maintain the interest rate, currency, and resource management of several customer focused banks. Starting point......

London, United Kingdom

Bespoke Research

Examples include: defining compensation strategy, identifying fee structures of peer businesses and modifying your own structures, identifying cost saving opportunities and comparing the main drivers of front office productivity. Compeer’s unique research can also underpin the development and execution of a company’s growth strategy for the wealth management sector....

Sydney, NSW, Australia

Big Data and Business Analytics

When designing the research, we facilitate the embedding of insights throughout the organisation and provide implementation utility via an end-to-end service. Our experience means we have solutions to deal with typical ‘kinks’ in the insight chain – such as data extraction and use of multiple technological platforms. The promise of big data......

London, United Kingdom

BrandVue Financial Services

Covering retail banking, loans, credit cards, insurance, mortgages, investments and FX, the BrandVue dashboard gives you clarity on exactly what drives brand performance in the marketplace and how to improve it. You benefit from: A stronger brand - benchmark brand perceptions to make yours stand apart Improved CEX - discover what drives and improves......

London, United Kingdom

Business Performance Benchmarking

Our benchmarking services are outlined below: Annual and quarterly benchmarking service Approximately 50% of the industry (80+ firms) participate directly in our annual and quarterly benchmarking services, with the remaining firms’ data collected from official documents in the public domain to form our annual Industry Report. The benchmarking services comprise: The annual report......

London, United Kingdom

CIS Trader

The CIS Trader is a Web-based Platform that enables institutions to effectively monitor crypto markets by providing data, access to trading venues and portfolio analytics. The CIS Trader provides the user with in-depth crypto market information, including but not limited to, financial data, taxonomic data, crypto indices, a rich news feed......

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London, United Kingdom

Citywire Research

Citywire Research provides in-depth knowledge for asset managers as they shape their businesses, whether they are developing a new product, venturing into a new market or recrafting their sales and marketing operations. We can provide answers ranging from hard data to anecdotal feedback along with analytics and interpretation to fathom what......

London, United Kingdom

Client Councils

Councils can be own-branded or firms can access The Wise Society, our proprietary council of individual investors which is fast becoming the definitive source for topical and extensive insight on investment and wider customer attitudes and buying behaviours....

London, United Kingdom

Client Insight

Drive business growth and performance by bringing the voice of the High Net Worth client into decision making. Our Client Insight practice specialises in understanding ultra/high net worth individuals and the financial institutions with which they interact. Using quantitative and qualitative research methodologies, our solutions cover: Client experience: Understand what your......

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Sydney, NSW, Australia

Consulting

Our leadership team are adept at providing consulting services to clients who are looking for more than just a research solution to their problem. We are here to help you action the research findings to drive business growth, whether that be through strategy and business planning, strategic communications, staff training......

New York, NY, United States

Consulting and Advisory Service

By leveraging our proprietary research model and extensive network of institutional contacts, TABB Group’s consulting team empowers our partners with the knowledge and market intelligence to excel. Whether project work involves strategy, messaging, positioning, mergers & acquisitions, due diligence, technology implementation, or client/market outreach, our team of experienced professionals can......

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Lake Forest, IL, United States

Consulting and Custom Research

Spectrem's in-depth knowledge of the wealth management, retirement and investment markets enables our research team to quickly understand your business challenges and design the appropriate custom research methodology to provide key insights to solve your challenges. Our full range of capabilities include: Qualitative research One-one-one in-depth in-person or telephone interviews Focus groups Small group......

London, United Kingdom

Consulting Services

We also undertake bespoke work and consultancy projects. We have experience of helping clients across a wide range of areas including strategy, product development, market analysis, entry strategies etc. ...

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London, United Kingdom

Credit research

Third Bridge helps credit investors identify key industry drivers and company-related issues that are regularly overlooked by conventional research. From sector analysis to bottom-up fundamental research, our coverage provides clients with access to specialists who have the specific knowledge required for making informed investment decisions. Search for yield: Navigate challenging markets Benign credit......

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Sydney, NSW, Australia

Customer Acquisition

CoreData has been conducting shadow shopping research since 2003. Through the process, we collect first-hand feedback from customers on their experience and deliver cutting edge reporting to drive business efficiency and profitability – while at the same time helping companies to reduce reputational and legislative risk. We provide detailed feedback to......

Sydney, NSW, Australia

Customer Experience

We have developed several proprietary tools to gauge customer satisfaction and engagement that go beyond the two-dimensional approach employed by most market research firms. We’ll also help you map the customer journey map, documenting the customer experience from their perspective and providing you a framework for understanding the way your customers......

Lake Forest, IL, United States

Customer Experience and Satisfaction

Our experience in providing customer experience and satisfaction research for more than 25 years makes our ability to provide you with actionable insights incomparable. Our niche market knowledge allows us to develop survey instruments that truly apply to what your customers are experiencing. Unlike large firms that provide massive consumer studies, our market......

Paris, France

Custom Market Analysis

In industries that target the wealthy, firms must decide when to enter new markets and when to restructure their existing market footprints. How do you know where to best focus your firm’s investments? Regardless of the operating environment, companies are always […] Capgemini’s custom market-sizing analysis–based on robust financial modeling–provides a......

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Boston, MA, United States

Custom Research

Cerulli's custom research offers tailored access to our industry-leading research process. Options include: Internal thought leadership papers Custom compilations of existing Cerulli data Whitepapers for public distribution Custom surveys and analyses leveraging Cerulli's research network and survey engine ...

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Toronto, ON, Canada

Custom Research

Our custom researchers are ready to mine our data to answer your specific questions and to design a research approach that will give you reliable answers. We are skilled in a variety of market research methods including consumer surveys, attitudinal customer segmentation, market modelling and forecasting, and econometrics / discrete choice /MaxDiff......

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Dorking, United Kingdom

CX Assessments

Customer perception + employee perception + management perception + IIC perception = your IIC perception Analyse your customer, employee and management customer experience perceptions, using our bespoke questionnaire management platform. Identify the priority areas of miss-alignment and potential CX malignancy in your organisation, as well as areas of best practice. Uncover the precise changes you......

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London, United Kingdom

Data Collection & Analysis

Through our in-house data collection experts, audience access consultants and proprietary technology, we can satisfy all of your research fieldwork needs, including: Survey design Survey programming and hosting Translations and coding Audience access Advanced statistical analysis techniques Data processing Data visualisation How we can help Survey design & scripting: tailored to your insight objectives Audience access: reach any audience, anywhere, easily Data visualisation......

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Sydney, NSW, Australia

Data Mining

Our team is experienced in database list-washing, website scraping techniques and digital detective work. This is a powerful tool to unlock and fully leverage your contact database by identifying various types of customers and developing the richness of data and insight you have on them....

Sydney, NSW, Australia

Decision Making Drivers

Utilising the latest in behavioural science and choice modelling, we can help you understand what motivates people, where their biases lie and most importantly – cut through what really influences them to buy....

London, United Kingdom
New York, NY, United States

Enterprise Engagement

Prospect identification WealthQuotient relational mapping literally defines your target market by identifying your organizations most accessible and actionable prospects. Coaching, training & toolkit WealthQuotient coaching equips your team with the methodology, skills, tools and confidence to properly execute on the prospects that have been delivered. We empower teams to: Get the introduction You must ask......

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St Helier, Jersey, United Kingdom

Gibson Strategy - Research

The Private Wealth Series - 2020/21 Jersey Private Wealth Report Guernsey Private Wealth Report Isle of Man Private Wealth Report UK Private Wealth Report African Private Wealth Report Middle East Private Wealth Report (6) Asia Private Wealth Report US/Canada Private Wealth Report The Industry Review Series Banking Family Offices Fintech and Digital Funds and Investment Management Insurance Legal Private Aviation and Yachting Private Wealth Tax and Accountancy Trust and Corporate......

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Fremont, CA, United States

Impact Cloud

It all starts with data Forget exporting and importing spreadsheets manually. Use our inbuilt data connectors that seamlessly pull data on a continuous basis from 200+ data sources. Online or offline, in databases or surveys, you are covered and align with Impact Management Project 5 dimensions of Impact for better communication. Introducing......

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London, United Kingdom

Insight & Market Intelligence

.Reports include: UK adviser software market assessment Who’s who in digital advice The future shape of workplace ...

London, United Kingdom

Investor & PFA Research

This research is regularly used and has allowed clients to refocus their products and tailor offerings to be aligned with investor needs, as well as improving distribution via intermediaries. We regularly survey mass affluent (£50k – £250k investible assets), affluent (£250k – £1m) and high net worth (£1m – £10m) investors,......

Lee's Summit, MO, United States

LSA Portfolio Analytics

Research and analytics Gain immediate access to performance and monitoring reports for every product you’re interested in. Portfolio modeling Actively update your aum with our comprehensive portfolio models using the trading platform and product offerings of your choice. Industry insights Access exclusive videos, blog posts and more from industry influencers and innovators. Repeatable process Big meeting on......

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Singapore, Singapore

LuxeTalk - Affluent and HNW Community

Through our collaboration with luxury concierge and event companies as well as publishers and media, we build our LUXETALK Community of affluent and HNW individuals. These respondents come with opinions on products services they have used in the past and purchases they expect in the future. Having information to keep up......

London, United Kingdom

MillionaireVue

Savanta’s MillionaireVue, a new quarterly-run omnibus focused on millionaires, covers three of the world’s main wealth markets – UK, United States and China and offers brands the opportunity to access and understand millionaires across the globe. Our team of wealth experts draw upon the knowledge of 500 HNWIs in each core......

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Philadelphia, PA, United States

Mixed-Methods Research

Global surveys Working with worldwide research panels, we can reach executives in any country, industry, and size of company, as well as their B2B, B2C and B2G customers. Executive interviews Our global network of editors are skilled in interviewing top executives across industries and countries, as well as experts, futurism and academicians Quantitative analysis We apply......

London, United Kingdom

NextWealth

At NextWealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth. Historians of finance will look back on this era as the decade of disruption. The investment industry is being reshaped. The upheaval is driven mainly by external forces, including regulatory disruption, societal and......

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London, United Kingdom

Omdia Research and Data Solutions

Omdia brings you independent, world-class research that shares a holistic view of the technology ecosystem. Leverage the unified depth and breadth of expertise from Informa Tech’s legacy research brands: Ovum, IHS Markit Technology, Tractica and Heavy Reading. We are in a unique position to provide objective research and serve the needs......

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Santa Monica, CA, United States

OWL Analytics

OWL Analytics is an alternative data company that focuses on environmental, social, and governance (ESG) research. We help investors integrate ESG data into their investment solutions with the goal of delivering enhanced investment results and positive social impact compared to benchmarks. OWL ESG for wiser investing OWL ESG aggregates hundreds of sources......

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Seattle, WA, United States

PitchBook Institutional Research Group

Get independent private market research that puts investors first Risk is inherent in the private markets and our Institutional Research Group is here to help you navigate the entire investment process. Our best-in-class research is built on sophisticated methodologies and frameworks that help you gain the conviction you need to successfully......

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London, United Kingdom

Portfolio Activity Monitor

Avoid Informational Disadvantage Spot opportunities and hedge risks ahead of time We scan millions of news sources and deliver critical information to you so you never miss key stories that influence your portfolio. You act on data as soon as it is available, significantly increasing profits and avoiding catastrophic losses. Understand everything connected......

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Philadelphia, PA, United States

PortfolioWise

PortfolioWise, by Chaikin Analytics, leverages the Chaikin Power Gauge ratings for stocks and ETFs. Chaikin Analytics applied its expertise in multi-factor analysis to create the Chaikin Power Gauge Stock Ratings more than ten years ago. It combines 20 factors into a simple, reliable indication of a stock’s potential performance relative......

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Sydney, NSW, Australia

Predictive Analytics

This means we can help you pre-empt who you should be talking to – about what, and how – before they leave or make a purchase decision elsewhere, ensuring you are fully unlocking latent demand for your products and services. Using statistical techniques such as predictive modelling and data mining, CoreData’s......

London, United Kingdom

Private equity research

Source deals, understand markets The PE landscape is more competitive than ever before, with an abundance of ‘dry powder’ chasing fewer deals in global jurisdictions. PE investors need to quickly understand the market opportunity associated with a deal in order to ultimately make the right investment decision. Working with clients across the deal......

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Zurich, Switzerland

Project Management & Business Analysis

Running a successful project needs as strong project management combined with profound analysis. Our team of project managers has successful delivered projects in waterfall or highly agile environments. Our project managers are certified for example as project management professional (PMP) or Scrum master. This profound knowledge guarantees that our team knows......

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Dublin, Ireland

Proposition

Issue The change in client demands and service expectations has put pressure on Private Banks and Wealth Managers to deliver more for less. Clients demand more personalised advice about investment products and a wider range of services that are tailored to  them, and can be delivered through multiple channels.  Firms have a......

New York, NY, United States

Prospect Identification

WealthQuotient relational mapping identifies the totality of your accessible target market.  We manually identify the qualified prospects in the relational networks of your clients, donors and other centers of influence. This “inward out” mapping ensures the prospects we identify are simply a referral request away and represents your organizations lowest hanging fruit. Typical approach Relational......

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London, United Kingdom

Public equity research

Information overload challenging markets Equity investors are finding it increasingly more difficult to generate alpha. As a result, investors are looking for equity managers with unique offerings that satisfy specific needs. Evaluate new ideas monitor existing holdings No matter whether they are developing or revisiting an investment thesis, testing model inputs or tracking company......

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Boston, MA, United States

Quantitative Surveys & Analysis

Such studies collect insights from a defined set of respondents in a consistent and reliable manner. Sample engagements include: For a software vendor to the online brokerage space, conducted a study of 1,200 active traders in six countries to size the market and determine key players, domestic preferences, and incidence of various types......

London, United Kingdom

Research

Our research includes strategic insight to support business case development and focused investment, and white papers in support of our clients’ marketing initiatives. Capabilities assessment Competitive analysis and positioning Industry trends Market entry opportunities White papers ...

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Boston, MA, United States

Research

Our research products: Reports - our latest research on the issues at the forefront of the industry Executive extracts - condensed versions of our research reports aimed at the c-suite Flash reports - first-cuts at bleeding edge topics, in a condensed, penetrating brief Blogs - reflections on the latest news, trends, and happenings within the industry Webinars - live and......

Boston, MA, United States

Research Reports

Members of Aite Group's syndicated research can access our extensive library, which contains hundreds of reports authored by industry experts as well as underlying data presented in PowerPoint and Excel. Aite Group produces different types of reports as part of its syndicated research services: Market overviews Vendor evaluations Qualitative executive surveys Quantitative surveys Transactional data-based reports Trend reports Business case analyses Case......

London, United Kingdom

Research Subscription

Extensive global and sectoral coverage Each service includes access to an extensive portfolio of economic publications, ranging from short notes on key data and developments to longer think-pieces on strategic topics....

Boston, MA, United States

Strategic Consulting

Cerulli’s strategic consulting combines our expertise in research and data collection, industry-focused thought leadership, and 25 years of experience to provide our clients with targeted guidance on their most important strategic issues. Examples include: Product viability analyses New market entry strategies Digital advice incorporation Responses to regulatory changes ...

Eastleigh, United Kingdom

Strategic Customer Relationships (SCR)

Strategic Customer Relationships (SCR) uncovers customer expectations, measures your performance against those expectations, identifies where your biggest challenges and opportunities lie and pinpoints exactly where your customers want you to improve. Establishing what matters most to your customers and how you measure up Unlike generic satisfaction surveys, we start where most people......

Eastleigh, United Kingdom

Strategic Employee Relationships (SER)

Improving employee engagement can be quite an emotive affair and common employee engagement surveys don’t always pinpoint the most compelling themes that will engage your employees. Clear focus on the right things Strategic Employee Relationships (SER) measures your organisation’s performance against your employees’ real expectations of an ideal organisation, pinpointing ways in......

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Eastleigh, United Kingdom

Strategic Sales Relationships (SSR)

Need optimal results from your sales relationships? If you want to improve sales skills, make smarter hires and define where and how your sales people should be focussing for maximum impact, then our Strategic Sales Relationships (SSR) programme is for you. We see many organisations are focused on training sales teams how......

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London, United Kingdom

Strategy Implementation

Political risk governance The traditional challenges of getting it right in emerging and frontier markets frequently now impact investors in jurisdictions once considered benign. We can build and strengthen your internal ability to monitor and evaluate political risk. From a gap analysis of existing programmes to comprehensive design and training, we......

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Pune, India

Syndicate Research

Each report provides in-depth analysis on the topic and discuss drivers, restraints and opportunities available in the market. The service is designed to help our clients in their decision support system. The analysis also covers the complete spectrum of the research topic to help our clients meeting their business objective....

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London, United Kingdom

The Platform Report

It is a closed user group, meaning that platforms must provide actual sales and asset data in order to participate. They must also abide by a confidentiality agreement. Since platforms also provide granular data on their bestselling funds, a subscription is extended to fund groups provided they sign a confidentiality agreement. The Platform......

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London, United Kingdom

The Platinum Database

But using it to monitor longer-term trends is difficult without re-keying numbers into spreadsheets… until now, that is. Housing all data collated since 2006, Fundscape is pleased to present the Platinum database. This tool does away with the need to re-key data, and provides subscribers with a unique and dynamic web......

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Paris, France

The World Wealth Report

Capgemini is a global leader in consulting, digital transformation, technology, and engineering services. The group is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year heritage and deep industry-specific expertise, Capgemini enables......

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Singapore, Singapore

TrendLens 2020

A complete insights and research program designed for marketing and insights teams and C-level executives to understand the latest trends on affluent and HNW consumers when it comes to their finances, and buying luxury goods (fashion, cosmetics, jewellery, watches, alcohol), and travel and in key markets. Phase 2 interviews conducted in June/July......

Lake Forest, IL, United States

Wealth and Retirement Research

Spectrem continually fields research to provide in-depth information regarding investors, plan sponsors or other entities engaged in the investment and financial services industry. In addition to our wealth market research, Spectrem also interviews a significant number of defined contribution plan participants on a quarterly basis to produce our syndicated retirement research....

Sydney, NSW, Australia

White Papers and Thought Leadership

Our experienced team of writers and freelancers can produce absorbing, fresh copy across a range of topics – be it simple but intriguing or highly complex subject matters. These topics include investments, business, personal finance, resources, infrastructure and property...

Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.