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

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.

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.

Get insight into the shifting role of financial advisors and identify opportunities to adjust service models to better meet the needs of younger advisors and their clients.

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.

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 a nationally representative sample of advisors or affluent investors to answer your firm’s specific business questions. Our ongoing survey fielding among advisors and investors gives you a proven platform to ask your own proprietary questions to better inform your firm’s business strategy.

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.

This new investor-based qualitative study will help asset managers and distributors boost engagement, uncover best-in-class practices and improve marketing ROI. This report will help optimize affluent investor experiences and determine the best way to allocate marketing spend to differentiate content and stay relevant and competitive.

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.

Size the rollover IRA market and identify opportunities to attract rollover assets by evaluating your brand among the firms best positioned to capture rollover funds.

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.

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.

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 a nationally representative sample of advisors or affluent investors to answer your firm’s specific business questions. Our ongoing survey fielding among advisors and investors gives you a proven platform to ask your own proprietary questions to better inform your firm’s business strategy.

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.

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.