Wealth Management
Market Research
Leading wealth and investment managers and private banks need meticulous insight into clients and markets. Serving the affluent and wealthy requires diligence. Understanding. Rapport building.
Without fail, we bring this to our wealth management research projects. Trust us to deliver the unique insights and “A-ha” moments you need.
Here’s how we can help:
Our Approach
Our services
Audience understanding and segmentation
Who is your target market, how do they invest and bank, what segments best fit your offer, and how can you access and market to them? We’ll unearth a wealth of insights that you can act on.
Market intelligence
Investor sentiment, market trends, product use and penetration, and channel trends – in other words, the kind of understanding you need to accelerate your market position.
Brand and reputation performance
Measure the success of your marketing through the brand funnel of awareness, sentiment, reputation, associations, and consideration. Assess… adapt… achieve.
Client retention and NPS
Measure key client KPIs and understand how to improve your share of wallet.
Proposition development
Fine-tune your propositions by testing and developing your brand, service, and product enhancements such as digital UX, advice pricing, or credit card features. Add a touch more glitter to your client’s gold.
Featured Case
Learn MoreName Project title
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Lorem IspumName Project title
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Lorem Ispum"I wouldn't hesitate to recommend the team at Savanta. They combine professionalism and proactivity with an ongoing desire to learn about and add value to Sainsbury's via a wide range of research projects and programmes "
"I wouldn't hesitate to recommend the team at Savanta. They combine professionalism and proactivity with an ongoing desire to learn about and add value to Sainsbury's via a wide range of research projects and programmes "
"I wouldn't hesitate to recommend the team at Savanta. They combine professionalism and proactivity with an ongoing desire to learn about and add value to Sainsbury's via a wide range of research projects and programmes "
Knowledge
Not sure? See how we can help
Get in touch
If you’d like to speak with one of our experts right now, please call: +44 (0) 20 7632 3434