Financial Services Solutions

Comprehensive research solutions for Financial Services.

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Advisor Perception
Study 

Canada’s most comprehensive examination of independent advisor behaviours and perceptions of mutual fund, insurance, and ETF providers.

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Plan Sponsor Syndicated Prospectus

This annual syndicated study of plan sponsors and administrators provides strategic insights to help you better serve your clients and prospects.

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Touchpoint
Evaluation Program

The Touchpoint Evaluation Program gathers real-time feedback from clients immediately after interactions with your team, enabling you to measure and improve individual client experiences.

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Wholesaler
Effectiveness Study 

The Wholesaler Effectiveness Study, an annual add-on to the Advisor Perception Study, offers a thorough evaluation of sales representatives across 10 key success metrics.

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Canadian FinTech Syndicated Study

Our Canadian FinTech Syndicated Study provides subscribers with an in-depth understanding of who is adopting fintech brands and products.