Adviser Omnibus & Tracking Research
Our regular customised studies includes an omnibus survey and tracking study which allow wealth management companies to ask questions of financial advisers and track their marketing programmes in a fast and affordable way. Our single focus on the wealth management industry differentiates Wealth Insights from most of our competitors who operate across a wide range of industries.
Advertising/Brand Tracking Study
The Wealth Insights Advertising/Brand Tracking
Study is conducted five times a year and provides you with the means to regularly monitor the effectiveness
of your advertising and marketing programmes.
Your advertising is assessed across a number of key
measures including awareness, attribution, familiarity, brand equity,
brand image and future usage.
The study can be tailor-made to suit your needs –
allowing you to include your own questions that test whether your
specific messages are having an impact on planners.
Click here for more
information on the Advertising/Brand Tracking Study
Adviser Omnibus Survey
The Wealth Insights Adviser Omnibus Survey provides
you with the means to regularly ask questions of advisers nationwide
without the expense of commissioning a full research study.
The omnibus survey, conducted every couple of months, allows you to add your
own questions at a predetermined price. It offers a quick and cost-effective route to reaching
a representative sample of over 200 advisers and is simple to use.
Your questions and results remain confidential.
Click here for more information on the Adviser Omnibus Survey
Custom Projects
Wealth Insights also undertakes client-specific research that leverages the findings & insights gained through our syndicated research. Our expertise in customised research includes:
Adviser research
Brand development
Campaign development
Corporate/brand image and identity
Exploratory market studies
Investor research
On-line surveys
Perceptual brand mapping
Service quality evaluation and improvement
Usage and attitudes studies