Sustainability trend Market interest in sustainable investing remains a relevant topic; opportunities exist to offer tailored research on client attitudes, behavior, and portfolio alignment to help firms adapt product campaigns and reporting for growing ESG demand.

Strategic partnerships Recent collaboration with EdenTree Investment Management signals receptiveness to outsourced research partnerships; target financial services firms seeking co-branded studies, DFMs and advisers networks, and bespoke intelligence to drive marketing and product strategies.

Military-grade analytics With a technology stack including IBM SPSS and Qualtrics, there is potential to upsell advanced analytics services, bespoke surveys, and predictive insights to larger market players seeking data-driven decision tools.

Growth through hiring New hire in late 2023 indicates ongoing capability building; approach can target expanding teams in market research and insight roles within mid-market banks, insurers, and asset managers for extended engagements.

UK market focus Experience in UK market research and annual Responsible Investing studies positions the firm to pursue clients in UK financial services needing regulatory-aligned, governance-focused intelligence and competitive benchmarking.