Optimise
Bespoke research to inform marketing strategy
Research
Build your marketing strategy on insight that is founded in research.
We work with individual firms, collectives and industry bodies to research capabilities, trends and audiences so strategy is built on informed conclusions.
Types of research
Peer research
Alongside our Metrologis benchmarking service we help firms assess their peers across a range of capabilities, positioning and best practice.
Collectives
Bringing firms together around common challenges or industry issues. This could be regulation, technology, ESG or diversity & inclusion.
Industry
Supporting industry bodies and initiatives that build the profile, transparency and reputation of investment managers.
Our approach
01
Objectives
Across all our research projects we start by understanding the purpose and objectives of the research. What do we need to learn and how will it be applied?
02
Build research
Choosing a research methodology and process for gathering input and data. We choose the right mix of quant & qual inputs, tools and audiences to create the best outcomes.
03
Run research
We undertake the research data gathering - this can be using our team for specialist product & industry knowledge, working with research consultancies and using the right tools.
04
Present research
Sometimes the interpretation and presentation of research results is as important as the gathering of inputs & data. We create visual reports and present to internal stakeholders.
05
Next steps
Research is almost always a catalyst to deliver change and we proactively work with stakeholders to consider the next steps and how they can be delivered.
Take a look at our recent sustainability research
Other optimise services
Analytics & insight
Data, analytics and reporting to inform marketing decisions.
Benchmark
Measure the performance for your marketing against your peers and identify your priorities.
Marketing technology audit
Does your technology meet your user story requirements? We can help you build a marketing technology stack to deliver on your objectives.