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Online broker

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How our research and insights help

Attract more investors and drive trading activity with data backed insights

Leverage actionable insights into investor behaviour, platform usage, and brand strength to drive inflows, lift trading activity, and grow in a highly competitive online investing market.

1

Grow your investor base to drive platform growth

Leverage research to identify the right online investor segments to acquire and re-engage, enabling more informed acquisition strategies that help increase inflows, reduce costs, and expand your platform and active investor base.
2

Lift retention, keep investors trading longer

Use insights to pinpoint the factors that drive satisfaction and loyalty, so you can make better decisions that reduce redemptions, keep funds on platform, and grow trading volume.
3

Sharpen your brand to capture more investor inflows

Access data to understand how online investors perceive your brand versus competitors, so you can strengthen brand positioning, win share of wallet, and capture more inflow.
4

Optimise marketing spend to increase inflows and retention

Use research to target the right investors using media, education, and content insights, so you convert better, reduce wasted spend, and keep more investors active over time.
5

Refine your product offering to retain and grow investors

Use research to identify usage gaps and unmet needs to evolve your product and platform, so you can drive more trades, boost investor engagement, and reduce outflow risk.
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    why choose us

    The leading researcher chosen by
    leading online brokers

    About us
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    DEGREE COVERAGE

    Deep expertise

    Analytical rigor and strategic thinking, paired with advanced social science and statistical techniques to help you gain competitive advantage

    Global perspective

    We pride ourselves on providing the best research in the across retail trading, wealth management and investing industries

    Unmatched insights

    Delivering comprehensive coverage of market trends, analysis and customer behaviour to inform strategic decisions

    Delivering the research and insights
    you need to succeed

    Online investing

    Actionable insights into the Australian online broking market, including market share movements, brand positioning of key players, current gaps and growth opportunities. Understand the key drivers of investor satisfaction, along with detailed profiles, attitudes, and behaviours of high-value and frequent traders—helping you make smarter decisions and stay competitive.

    Active traders

    Gain insights into the needs, behaviours, and priorities of ultra-active traders—including futures and options traders—to better tailor your platform, products, and retention strategies. These insights reveal market size, broker shares, and evolving trends in the active trader segment, helping you capture and retain high-value clients in a competitive landscape.

    Borrowing to invest

    Unlock insights into how Australian investors approach borrowing to invest—including margin lending—by understanding their attitudes, experiences, and product preferences. This research helps you align your offerings with shifting borrowing behaviours and evolving investment needs, uncovering opportunities to drive relevance and engagement.

    Cryptocurrency

    Access detailed insights into cryptocurrency adoption, market dynamics, and key trader profiles. Understand customer experience, trading behaviour, research and education needs, media consumption habits, and awareness of regulation and tax, helping you better engage with crypto investors and navigate this fast-evolving market.

    Leverage trading

    Identify growth opportunities and sharpen your edge with the industry’s leading benchmark of CFD, FX, and spread betting traders. These insights reveal trader behaviours, satisfaction drivers, brand positioning, and profiles of high-value versus frequent traders, highlighting market gaps and areas for strategic differentiation.

    Want to learn more about our research and insights?

    Gain a 360 degree view of your market

    Insights and data to help you gain a complete understanding of the online broking market, spanning a broad range of verticals including:

    Competitive landscape

    Client acquisition and retention

    Education and communications

    Industry dynamics

    Investor attitudes

    Media and demographics

    Product usage

    Segmentation analysis

    Value proposition

    Trading behaviour

    A commitment to collaboration

    Executive briefings

    Engage directly with our industry experts in high-impact sessions that transform complex data and analysis into clear, high-value, actionable insights that help you move from insight to decision with confidence.
    Executive briefings

    Detailed reporting

    Gain in-depth, actionable insights powered by advanced analytics, world-class data security, GDPR-compliant privacy standards, and sophisticated visualisation, giving you absolute clarity on the metrics and trends that matter most.
    Detailed reporting

    Expert guidance and methodology

    Work with a dedicated team that blends deep industry research expertise with rigorous, proven research methods to ensure your decisions are grounded in insights you can trust and strategies that deliver measurable results.
    Expert guidance and methodology

    Personalised support

    Benefit from ongoing support from our research experts through a tailored, collaborative approach with flexible insight solutions designed to address your industries unique challenges as they evolve. We create industry research packages designed to meet your specific business needs, ensuring maximum impact.
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