Financial Services

Boost profitability, improve competitive positioning, optimize distribution strategy, maximize marketing campaign effectiveness, and increase market share with this annual report. As the most trusted resource for advisor intelligence, Advisor Brandscape provides a holistic view of the advisor landscape across all of the top providers in the mutual fund and ETF categories.

Examining the competitive landscape for third-party model providers and asset managers

Inform media buying with knowledge of where advisors go first for financial and business news, and maximize brand exposure by determining where your firm’s specific subset of advisors consumes media.

Track the attitudes and behaviors of advisors who manage annuities for retail clients as well as the viewpoint of affluent investors themselves. Annuity Brandscape is the leading industry benchmark for the nation’s top annuity providers.

With all the political attention on environmental, social and governance (ESG) investing these days, it’s hard to know who to believe and difficult to project where the industry might go from here. Cogent continues to keep a pulse on all the industry dynamics and influencers, offering key insights for asset managers as they seek to optimize their strategies for the future.

Understand how advisors view the alternative investment market, common barriers and accelerants to entry, and how these have changed. And investigate how affluent investors view alternative investments.

Evaluate, track and benchmark your brand against competitors and predict future trends. Updated monthly, Cogent Beat Advisor helps you keep your finger on the pulse of the evolving attitudes and behavior of advisors to effectively grow your business and your brand.

Discover where, when, how and on what devices financial advisors are consuming media to inform effective media campaigns and increase advertising ROI. Hone in on your target audience to build effective, multichannel media plans.

Inform strategic decisions by understanding vital emotional sentiments including current and future views on the economy along with concerns that affect investment decisions. This ongoing research helps wealth management firms tailor product, client engagement and marketing communication strategies to best resonate with their target audience.

Assess the reach and effectiveness of advertising messaging using our ongoing research with financial advisors and investors.

Prove the impact of advertising on brand perceptions and key performance indicators using our ongoing research with financial advisors and investors.

Through our team of industry experts, we provide evidence-based consulting that leverages our unparalleled wealth of data and in-house data scientists. We mine our proprietary data to answer your key business questions, enabling you to set realistic, measurable goals for your organization’s marketing, sales and product development efforts.

Get cost-effective and sophisticated real-time market feedback from nationally representative samples of advisors or affluent investors. Our ongoing survey fielding gives you a proven platform to ask your own proprietary questions to better inform your firm’s business strategy.

Track and analyze competitors’ in-market advertising messages, and stay on top of which advertising themes are most impacting brand health to inform your advertising development.

Evaluate, track and benchmark your brand against competitors and predict future trends. Updated monthly, Cogent Beat Investor helps you keep your finger on the pulse of the evolving attitudes and behavior of affluent investors to effectively grow your business and your brand.

Enhance investor segmentation strategy, improve marketing and communication, identify opportunities to enhance market share and boost profitability among your target investor market. Investor Brand Builder provides a detailed overview of the investor marketplace and the leading distributors and mutual fund and ETF providers.

With all the political attention on environmental, social and governance (ESG) investing these days, it’s hard to know who to believe and difficult to project where the industry might go from here. Cogent continues to keep a pulse on all the industry dynamics and influencers, offering key insights for asset managers as they seek to optimize their strategies for the future.

Understand how advisors view the alternative investment market, common barriers and accelerants to entry, and how these have changed. And investigate how affluent investors view alternative investments.

With the largest transfer of wealth in history now underway, Cogent Syndicated's tracking research allows wealth management firms to size the market opportunity and uncovers how best to position your firm to become the wealth manager of choice for future inheritance beneficiaries.

Discover where, when, how and on what devices affluent investors are consuming media to inform effective media campaigns and increase advertising ROI. Hone in on your target audience to build effective, multichannel media plans.

Inform strategic decisions by understanding vital emotional sentiments including current and future views on the economy along with concerns that affect investment decisions. This ongoing research helps wealth management firms tailor product, client engagement and marketing communication strategies to best resonate with their target audience.

Assess the reach and effectiveness of advertising messaging using our ongoing research with financial advisors and investors.

Prove the impact of advertising on brand perceptions and key performance indicators using our ongoing research with financial advisors and investors.

Through our team of industry experts, we provide evidence-based consulting that leverages our unparalleled wealth of data and in-house data scientists. We mine our proprietary data to answer your key business questions, enabling you to set realistic, measurable goals for your organization’s marketing, sales and product development efforts.

Get cost-effective and sophisticated real-time market feedback from nationally representative samples of advisors or affluent investors. Our ongoing survey fielding gives you a proven platform to ask your own proprietary questions to better inform your firm’s business strategy.

Track and analyze competitors’ in-market advertising messages, and stay on top of which advertising themes are most impacting brand health to inform your advertising development.

Benchmark your plan participants’ satisfaction against key competitors and identify opportunities to cross-sell products, attract rollover dollars and increase engagement among DC plan participants.

Institutional Investor Touchpoints allows asset managers to develop targeted and successful communication strategies for institutional investors based on an in-depth analysis of the reach and impact of a dozen of the most commonly used marketing touchpoints.

Increase DC market share, optimize distribution strategy, strengthen advisor satisfaction and improve competitive positioning with this annual report. The report pinpoints competitive strengths and weaknesses for plan providers and investment managers on key brand, service and loyalty metrics.

This brand-specific refresh benchmarks the leading DC plan providers and DC investment managers on key brand equity and experience metrics to help firms grow market share and strengthen plan advisor loyalty.

Pinpoint competitive strengths and weaknesses in brand, loyalty and key plan sponsor experience metrics to maximize acquisition opportunities and minimize attrition in the DC retirement plan market. Assess 401(k) plan sponsors’ perceptions of and experience with over 30 plan providers and nearly 50 DC investment managers.

Maximize brand equity, boost acquisition potential and ward off client attrition with this annual view of the institutional market. Get a deep-dive into the behaviors and attitudes of senior investment professionals managing DB pensions, endowments and foundations and examine trends in asset allocation and investment strategies and the variables that lead to selection.