Investor Research, Insight & Journey Mapping

In financial services marketing, guesswork is expensive. Campaigns built on assumptions rarely connect with investors in the right way.

Our Investor Research, Insight & Journey Mapping gives asset managers and investment trusts the evidence they need to make sharper decisions. We help you see who your investors are, how they think, what influences them, and how they move from awareness to investment.

Using qualitative and quantitative research alongside deep sector knowledge, we deliver a clear picture of your audience and their decision-making process. This insight becomes the foundation for targeted campaigns, stronger messaging, and higher conversion.

Your audience isn’t one homogenous group — it’s a mix of retail investors, professional advisers, and institutional stakeholders. Each has different priorities, levels of financial literacy, and expectations of communication.

Understanding these differences is key to:

• Sharper messaging – Tailoring content and tone for each segment.
• Right channels – Reaching investors where they’re most active, whether online, in-person, or via intermediaries.
• Compliance clarity – Meeting FCA Consumer Duty with communications that are clear, fair, and accurate.
• Conversion gains – Removing friction so investors can take the next step with confidence.

Research on its own is valuable — but when paired with investor journey mapping, it becomes actionable.

We map each stage of the journey, from awareness to retention, highlighting:

• Key touchpoints where investors engage.
• The questions and concerns they raise at each stage.
• The channels and formats that work best.
• The barriers that delay or block conversion.

This makes it clear where your marketing is working — and where you need to adjust to move investors forward.

• Discovery – Define objectives, audiences, and current activity.
• Research Design – Select the right methods.
• Fieldwork – Conduct surveys, interviews, and analytics.
• Analysis & Insight – Translate findings into actionable recommendations.
• Journey Map Creation – Produce a clear visual journey for planning and execution.

• Audience clarity – Know who your investors are and what drives them.
• Marketing precision – Target campaigns with accuracy.
• Increased ROI – Focus spend on the touchpoints that deliver.
• Better investor experience – Reduce barriers and build trust.
• Compliance confidence – Ensure clarity and fairness for all audiences.

We work exclusively in financial services. That means our research is rooted in the realities of the UK investment market. It’s practical, actionable, and built to support your business goals. From refining retail engagement to sharpening institutional messaging, our insights deliver strategies that perform in the real world — and stand up to scrutiny in the boardroom.

Insight is only valuable if it’s applied. We don’t just hand over reports — we help you use the findings to sharpen strategy, strengthen creative, and satisfy compliance. The outcome: marketing that speaks directly to investor needs and delivers measurable results.