Intermediary research
Through cost-effective syndicated solutions and tailored custom research, ORC International has been helping clients to maximise their presence in the intermediary markets for more than two decades.Why choose us?
Our senior project team understand the Independent Financial Adviser (IFA) market and can provide you with valuable strategic and tactical insight. Using a range of innovative research solutions, we also give organisations access to ‘hard-to-get’ respondents, offering a clear, defined picture of the market.
What we can achieve
Our intermediary research will help you:
- Design investment propositions that will target the needs of the new model adviser
- Redefine your relationship with intermediaries both in terms of product proposition and service and support requirements
- Deliver the best wrap platform solutions and design e-service solutions to save costs and time
The changing IFA market
The IFA market continues to evolve in an environment of regulatory change and shifting client attitudes and needs.
Although many providers are developing multiple channel strategies for the future, the IFA will continue to be an important distribution partner for many. We help providers to react quickly and innovatively to meet their evolving needs.
Syndicated research
The syndicated research we provide helps clients to understand a range of issues such as brand health, product proposition, service and support satisfaction.
Syndicated research programmes allow member companies to share costs for large scale studies, reach a wider range of audiences and access competitor benchmarking data. They also ensure that participating respondents are not over researched.
Our portfolio
Our current syndicate range includes:
Bi-annual
- Investrack: focuses on Discretionary Asset Managers (DAMs) and investment IFAs measuring asset manager service and marketing support
- Pensions: a study of pension providers amongst IFAs
- Protection: a study of protection providers amongst IFAs
Annual
- Annuity Track: a survey amongst IFAs to benchmark annuity providers
- Group Protection: Focuses on group protection providers amongst Employee Benefits Consultants (EBCs) and corporate IFAs
Custom research
Utilising our experience in researching the intermediary markets, we work with clients to provide them with bespoke research solutions based on individual requirements.
Custom research specialities
- Intermediary service experience
- Product and service proposition development
- Market assessment
- Segmentation
- Brand equity
