CoreData-brandmanagement provides syndicated research for the financial planning, investment platform, risk and investment management industries from a business to business distribution channel perspective.
From a consumer perspective, the group provides retail consumer bespoke and syndicated research on the Australian advice and wealth management sectors.
These reports include:
LICENSEE RESEARCH
The CoreData-brandmanagement annual Licensee Research report delivers financial planning dealer firm's key insight into the evolving needs and demands of financial advisors, outlining specific triggers influencing advisors to join or leave any given dealer group.
Analysis encompasses an internal and external view of each licensee group, providing an improved position to negotiate with existing planners, and attract new advisors.
Participation: More than 1000 financial advisors.
PLATFORM RESEARCH
The CoreData-brandmanagement annual Platform Research report provides analysis into the shifting demands of financial advisors and dealer groups.
This is done by identifying what platform providers need to offer and deliver in order to be accepted as leaders in the market, and to meet the evolving product and service requirements of planners nationwide.
Participation: More than 1000 financial advisors.
RISK RESEARCH
The CoreData-brandmanagement annual Risk Research report is a study of the Australian risk and life insurance market, specifically identifying how advisors select risk and life insurance products and providers.
This study separates between advisors specialising in risk, and those offering generalist risk advice to clients.
WEALTH MANAGEMEMENT RESEARCH
The annual CoreData-brandmanagement Wealth Management Research report includes in-depth analysis into the changing needs and demands of financial advisors, while delivering investment companies with an assessment of their various asset class products.
The report identifies how advisors select investment and superannuation products on behalf of clients, including advisor choice of investment products against the geo-demographic makeup of their clients.
Participation: More than 1000 financial advisors.
FINANCIAL PLANNER SHADOW SHOPPING
CoreData-brandmanagement conducts 600 annual financial planner shadow shops using real shoppers who are actively in the market seeking advice from financial planners.
The Financial Planning Shadow Shopping report measures and benchmarks by advice group, financial planner ability to service and engage with real buyers of investment, superannuation and insurance advice.
The mystery shopping program has been running since 2003, and is designed to provide dealer groups with an accurate snapshot of sales channel performance, in both absolute and relative terms.
FINANCIAL PLANNING TRACKER
The bi-annual CoreData-brandmanagement Financial Planning Tracker is an assessment of the perceived performance from Australia's financial planning providers, using a Net Promoter Score (NPS).
The report allows groups to compare directly with competitors in a reliable way, with this research essential for clients trying to understand their relative brand benchmark.
Participation: More than 1000 Australian investors.
INVESTOR SENTIMENT INDEX
Produced quarterly since 2003 the CoreData-brandmanagement Investor Sentiment Index tracks investor attitudes and focuses on the shifting trends, concerns and outlook for the average Australian investor towards a range of industry related issues.
Participation: More than 1000 Australian investors.
HIGH NET WORTH INDIVIDUALS
The CoreData-brandmanagement High Net Worth report identifies the changing attitudes, needs and ongoing sentiment of Australia's most wealthy investors.
The research covers; segmentation, asset allocation, purchase behaviour, investment needs, satisfaction drivers, conjoint analysis of preferential services and advice consumption.
Participation: More than 600 HNW Australians.
THE INVISIBLE SEX
CoreData-brandmanagement's annual The Invisible Sex report focuses solely on women and their experiences and needs in the financial services sector.
The report provides banking and investment groups with detailed insight into the financial product and services consumption of women, and is essential for companies seeking to further their understanding of how female buyers move through the financial services industry.
Participation: More than 1000 Australian women.
PRE & POST RETIREES
The CoreData-brandmanagement annual Pre & Post Retirees report monitors the shifting sentiment, evolving needs and changes to product and services demands from Australians nearing or already in retirement.
With pre & post retirees providing a large market share for financial services companies, both in actual numbers and asset holdings, this report is essential for groups seeking a deeper understanding of this growing market segment.
Participation: More than 750 pre & post retirees.
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