Global Asset Manager

The Need

Under pressure from changes in regulation and competition from outside disruptors, our client wanted to evolve their offer in the UK and expand their revenue stream. To do this, the client needed research to help develop and shape a new product proposition – including market viability, customer segmentation and communications strategy.

Our Approach

We used a two-stage research programme involving both qualitative and quantitative research with investors to test the initial propositions and then refine their offering through a choice based conjoint approach.

The Outcome

Our research fed directly to senior management providing clear recommendations on how to optimise the proposition and communications to take to market. The proposition successfully launched in early 2016.