Consultancy services

Supporting customers' varying needs through a range of bespoke solutions, including:

Product lifecycle management support

Managing your product lifecycle is a complex task and our experts can assist you along the way - from support for proposition design and development to product launch and ongoing review and audit.

Using our extensive market knowledge and in-depth research, we help increase sales and retention through the development of impactful marketing messages and supporting proposition-related decision-making. 

In addition, our robust, independent and whole of market analysis helps you reduce your business compliance risk and save the time and cost of having to undertake detailed research in-house.

Bespoke opinion research

Independent research is often a critical element of both proposition development and marketing communication.

Our in-house opinion research function combined with our extensive adviser reach enables us to serve a wide range of requirements in this area.

We support product development by testing your proposition with our extensive database of advisory contacts; provide credible messaging to support communications activity; give you an independent view; and provide a complete solution, combining our market research function, market-leading data and expert analysis in-house. 

Panel creation and audit support

We provide a one-stop-shop solution for financial advisers to support advisory businesses’ panel construction and maintenance - based on our uniquely large and broad base of in-house knowledge and expertise combined with comprehensive data (supported by our research software Defaqto Engage).

Strengthen your client advice proposition with panels we create for you to meet your business’s specific requirements (no matter how niche). We also develop repeatable processes that maximise your control over the advice process to help you manage regulatory risk.

Our approach creates cost and time savings by allowing you to efficiently distribute your panel across your business - via Defaqto Engage - providing a solution that advisers can use with clients easily and quickly.  

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