Optimising Investment Communications with Professionals

The Challenge

Our client needed to test a range of long-form comms with existing customers or prospects; as all comms were essential in the product development stage.

They also wanted to explore knowledge levels around investing, risk rating, and attitudes to sustainable investing, and how these influence the decision-making process.

The research had a quick turn-around – 6 weeks after the initial project brief – and a detailed debrief was needed.

Our approach

Individual in-depth interviews were recommended as the best method for discussing investments and quotas were set by profession & financial confidence.

Each participant completed a pre-task ahead of the interview. The pre-task involved reading 2 long-form reports which explored attitudes to risk as well as various visual stimulus.

We used the CLEAR framework to dissect each report and provide clear and actionable recommendations.

The outcome

The research was received positively by the client as well as their internal stakeholders and aligned with their own hypothesis and initial research.

Our detailed analysis highlighted a need to update education resources around risk ratings. Our recommendations provided actionable quick wins as well as actions that will be central to the re-development of the Annual Stewardship Report.

We chose the Savanta team as you demonstrated expert knowledge of our products and the results did not disappoint. The greatest benefit was how quickly you were able to get to the detail of what we wanted to achieve. We liked the way you probed and challenged us and drove out nuances. In a short time you were able to deliver what you promised – senior people around business really liked the results and found them clear and insightful. As well as telling us how customers think, you gave us valuable objectives of what improvements we need to make – that was your secret weapon, you made it very clear what we should do next. We couldn’t ask for anything more!