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Financial Advisers Survey

Life Assurer company wanted to understand Financial Advisors attitude towards different financial Products and its providers. Solution given to the client using certain methodologies which involved longitudinal study of 100 IFAs in the UK market and 80 online surveys for pure quantitative data. Outcome of the research helped Life Assurer to understand the impact of marketing and its relative position to other Providers.

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Financial Advisers Survey

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  1. THE BUSINESS RESEARCH COMPANY FINANCIAL SERVICES CASE STUDIES

  2. Case Study -Financial Advisers Survey • Independent Financial Advisers (IFAs) are a key channel for financial products sales such as funds, pensions and life insurance, with more than half of sales being driven through this channel. • A mid-sized life assurer wanted to understand what IFA attitudes were to different products and providers and how this was changing over time. REQUIREMENT The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

  3. Case Study -Financial Advisers Survey • Report: • A bi-annual report analyzing key changes in IFA attitudes and selling/advice patterns. • Including feedback on: • Business environment • Impact of regulation • Products types • Competitors: • Products • Support and admin • Brand • Customer base • Database: • Raw data file in SPSS SOLUTION The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

  4. Case Study -Financial Advisers Survey • We conducted research through:- • Longitudinal study of 100 IFAs in the UK market, conducted on a by annual basis. • 80 online surveys for pure quantitative data. • 20 phone-based surveys for more detailed qualitative inputs. • Panel based respondents with a high level of continuity between surveys. METHODOLOGY The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

  5. Case Study -Financial Advisers Survey • The client uses the survey to cross-reference information provided by its own sales team. • The survey allows the insurer to understand the impact of marketing and its relative position to other providers. • Advisers’ opinions and concerns are be monitored to feed into marketing strategies. CLIENT BENEFITS AND FEEDBACK The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

  6. DISCLAIMER All Rights Reserved. These presentations and reports should not be reproduced, re-circulated, published in any media, website or otherwise, in any form or manner, in part or as a whole, without the express consent in writing of TBRC Business Research. Any unauthorized use, disclosure or public dissemination of information contained herein is prohibited. Individual situations and local practices and standards may vary, so viewers and others utilizing information contained within a presentation are free to adopt differing standards and approaches as they see fit. You may not repackage or sell the presentation. The facts of this report are believed to be correct at the time of publication but cannot be guaranteed. Please note that the findings, conclusions and recommendations that TBRC Business Research delivers will be based on information gathered in good faith from both primary and secondary sources, whose accuracy we are not always in a position to guarantee. As such TBRC Business Research can accept no liability whatever for actions taken based on any information that may subsequently prove to be incorrect. The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

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