Research solution

Сustom research projects

Powerful, customised research tailored to your business, market, and audience, delivering the insights to inform strategy, deepen engagement, and drive sustained growth with confidence.
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How our custom research can help

Power your growth strategy

1

Tailored intelligence to sharpen your edge

Leverage bespoke research tailored to your business and market to uncover what advisers, investors or traders value most in your category so you can refine your proposition, boost uptake, and convert intent into inflows.
2

Convert high value clients

Stay informed with customised research that identifies the unique drivers of acquisition and switching for your audience so you can attract and convert high-value clients ahead of the competition.
3

De-risk decisions, act with confidence

Access tailored insights that test propositions, messaging or strategies with key segments to ensure every decision is grounded in data that is directly relevant to your market and growth objectives.
4

Benchmark performance, find your edge

Sharpen your competitive positioning where it matters most with uniquely tailored research and data that compares how you stack up across key service or product metrics.
5

Drive sustainable growth across key markets

Leverage tailored research data that identifies near-term wins and long-term growth, strategically tailored to where you operate, who you serve and what you are solving for.

Want to discover the power
of our custom research?

If you're a financial services provider and would like to access highlights from our custom research, share your details and we'll be in touch.

    why choose us

    Market-Leading Custom Research for Financial Services

    About us
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    Deep expertise

    With over 20 years of experience researching traders, investors, advisers and platforms, you gain a partner who truly understands what drives behaviour. That means faster discovery of insights that matter and sharper recommendations you can trust to guide strategic decisions.

    Global reach

    Our global capabilities enable custom research and survey solutions tailored to your goals, markets, and audience, wherever you operate. From targeted local insights to complex, multi-country studies, we deliver end-to-end solutions that scale with your needs, providing relevant, actionable insights that drive impact across borders.

    Unrivalled access

    Make decisions grounded in reality, not assumptions. Tap into deeply profiled trader, investor, and adviser panels - or your own clients - to uncover insights rooted in real behaviours and needs. Our global custom research capabilities give you a clear edge in a crowded and competitive market.

    Delivering the custom insights that you need to succeed

    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

    High net worth

    Crypto
    currency

    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
    to invest

    Member engagement

    Tailored research and surveys offering
    a 360-degree understanding of the financial landscape

    Want to learn more? Get in touch

    Trusted by leading brands

    BFG has partnered with Investment Trends over more than 15 years to gain valuable insights for our online and advisory investing businesses. Their specialist and high-value insights are fit for purpose to our unique business needs, consistently informing our strategy and providing the analytics we need to make confident, forward-looking decisions. Over the years, they’ve become a trusted and valued partner in helping us stay aligned with market shifts and evolving client expectations.”

    Arnie Selvarajah, Chief Executive Officer, Bell Direct solution: Industry Insights, Custom Insights

    A commitment to collaboration

    Executive briefings

    Engage directly with our industry research experts in high-impact sessions that transform complex data into clear, high-value, actionable insights. Each briefing is designed to be focused, practical, and tailored to your priorities, giving you the clarity to act decisively.
    Executive briefings

    Detailed reporting

    Receive a detailed report covering both prompted and unprompted metrics, complete with statistical driver analysis. Each report is powered by advanced analytics, protected by GDPR-compliant privacy standards and world-class data security, and enhanced with sophisticated visualisation—giving you absolute clarity on the metrics and trends that matter most.
    Detailed reporting

    Expert guidance

    Work with a dedicated team that combines deep industry expertise and proven research methods to deliver insights you can trust and strategies that drive measurable results. Our tailored, end-to-end approach ensures seamless project management, so you stay informed and in control at every step.
    Expert guidance

    Leading methodology

    We work closely with you to design survey questionnaires that align with your specific goals, metrics, and market context. Every survey is localised, ensuring relevance and resonance. Fieldwork is conducted simultaneously across markets to deliver reliable, like-for-like comparisons, giving you insights you can trust, wherever you operate.
    Leading methodology
    Chat with our sales team today

    Want to learn more
    about our custom research?

    If you're a financial services provider keen to learn more about our research reports, want to join our survey panel community, or are a journalist looking to discuss media opportunities, we’d love to hear from you.

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