Objective
The research aimed to determine the feasibility of a new advisory platform for significant investors.
Challenge
A research and analytics firm reached out to us on behalf of an investment advisory firm that wanted to roll out a new platform for institutional investors and advisors so they could access financial instruments and products seamlessly.
Approach
We conducted in-depth interviews with senior executives and decision-makers in wealth management firms, financial institutions, banks, and AMCs. Our target audience included:
- Senior Investment Officers.
- Chief Investment Officers.
- Fund Managers.
- Portfolio Managers.
- VPs of investments and advisory services.
- Heads of investments and advisory.
- The shortcomings of their existing advisory platform
- Technological integration challenges faced by investors
- The platform’s efficiency and ease of usage
- The availability of information based on levels of usage of the platform
- Any additional services or capabilities needed in the advisory platform
Results
The research generated deep insights into the changes needed in the advisory platforms and covered several need gaps. The study also helped develop new ideas on additional features and technological advancements that large institutional investors and executives require. The client came up with an exhaustive feature list for the tech platform and covered the shortcomings in the existing technology platform.
About Liquid Sample
Liquid Sample is the premier qualitative research and expert interviewing firm, founded in 2010. We leverage AI-led precise database matching and strategic custom recruiting to help our clients onboard the best-fit B2B respondents. Our services include senior executive interviewing, expert network interviewing, and stakeholder research using quantitative, qualitative, and mixed-mode methods.
Our unwavering commitment to providing high-quality insights powered by accurate data has enabled us to respond to our client’s most critical business needs. With over 13 years of experience, Liquid Sample has consistently delivered exceptional results and provided reliable and actionable insights to give you a competitive edge in the market.
