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Product & service development
Validate features, demand, pricing, and user experience to guide product innovation and increase adoption.
Adviser, investor & trader insights
Understand expectations, behaviours, and decision drivers to inform smarter engagement strategies.
Brand, positioning & value proposition analysis
Clarify how your brand is perceived, surface competitive gaps, and sharpen your market positioning.
Content & education effectiveness
Evaluate how well your educational materials and communications are building trust, knowledge, and confidence.
Segment & persona development
Define high-value customer segments using attitudes, behaviours, and needs to support targeting and personalisation.
Channel & distribution strategy
Assess the efficiency and impact of your distribution channels to optimise coverage and flow.
Regulatory & compliance
Understand how regulatory trends impact your business model and prepare more effectively for change.
Digital transformation & technology adoption
Assess digital expectations and readiness to strengthen user experience and accelerate adoption.
Sustainability & ESG research
Gauge sentiment around ESG themes and align offerings with emerging investor and regulatory expectations.
Crisis management & resilience planning
Develop insights-based strategies to strengthen business continuity, customer trust, and long-term resilience.
SMSFs
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Crypto
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Retirement income
Financial advice
Adviser product marketing and technology
Adviser pension and retirement products
Managed accounts
Platform benchmarking
Online broking
Leverage trading
Listed derivatives
Exchange traded funds
Online investing
Borrow
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Member engagement
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