Cogent Beat™ Advisor
Cogent Beat Advisor is a state-of-the-art online reporting platform that offers product providers customized access to critical advisor market insights and individual company performance on a continuous basis throughout the year. In addition to tracking more than a dozen core brand metrics, subscribers can assess the effectiveness of internal and external wholesaling activities, pinpoint early-stage product adoption and emerging investment trends, as well as predict likely investment momentum for specific providers.
• Respondents: Representative sample of 400 financial advisors per month
• Monthly readout: 90-day roll up ~1,200
• Channels: RIA, Wirehouse, Independent, Regional and Bank
• Markets: Mutual Fund, ETF and Variable Annuity
• Expanded Wholesaler Impact on Future Investment (WIFI) • Quarterly written analysis and commentary
• Includes the annual Advisor Brandscape® report
($35,000 value)
• Easy-to-use online dashboard
– Customized client views and filters – Access to full historical data set – Training and analyst support Investment: $120,000/12-month subscription Media Consumption™ Advisor
Media Consumption Advisor is a dynamic online platform that captures advisors’ ongoing use of and preferences for all
Advisor Touchpoints™
This online reporting tool is an evolution of our annual Advisor Touchpoints report, providing monthly updates on how and where your company is interacting with advisors across 9 critical points of inbound and outbound contact. Easy-to-use dashboards allow users to compare providers across various types of interaction. Subscribers can quickly generate and customize detailed profiles of advisors by specific type of contact and by multiple modes of contact. A quarterly summary ranks providers on specific touchpoints and identifies best-in-class providers on reach and performance as well as overall ability to stay connected with advisors. Investment:
$25,000/12-month subscription
$20,000 bundled with Cogent Beat Advisor
Advisor Brandscape®
This annual study reveals an in-depth overview of the evolving product use and practice trends among the entire population of financial advisors in the US and how these shifts are impacting the product provider competitive landscape. The report includes annual benchmarks, rankings and individual company scores across a wide range of critical brand metrics for all leading mutual fund, ETF and variable annuity providers. In addition to year-over-year trending on brand performance, Advisor Brandscape also explores the overall impact of brand imagery and identifies the perceived strengths and
Advisor-Based Online Reporting
Launching a New Era of Research: Continuous Data Collection and Online Reporting
Cogent Reports™ is proud to augment our 2015 product calendar with several powerful, new online research solutions, specifically designed to deliver continuous and critical market insights about advisors and investors to your desktop or mobile device. Clear, concise and user-friendly portal pages allow subscribers to quickly view monthly updates on key brand and marketing indicators and customize how that information is displayed. An embedded set of professional research tools also permits users to access the full data set for conducting an even deeper and more robust analysis.
Advisor-Based Annual Report
Cogent™ Advisor Segments
Capturing the attention of advisors requires a sophisticated understanding of the preferences, behaviors and purchase drivers of this diverse population. Cogent Reports has developed a proprietary segmentation model of the advisor population to increase the reach and impact of your marketing communications program. Through a series of Q and Q research and predictive modeling exercises, Cogent has identified four distinct segments of advisors: Insight Addicts, Data Hoarders, Paper-free Techies and Selective Oracles. Fine-tune your marketing communications program by tailoring your efforts to the unique needs of individual advisors. Contact us today to learn more about how we can update your CRM system to classify advisors into their individual segment.
2015 Research Catalog
Cogent Beat™ Investor
Cogent Beat Investor is a state-of-the-art online tool that offers clients exclusive and customized access to critical market insights and individual company performance measures for investment distributors, as well as product providers, on a continuous basis throughout the year. In addition to tracking more than a dozen core brand metrics, Cogent Beat Investor can flag early-stage product adoption and emerging investment trends among investors and permit users to access and view the data through an easy-to-use, customized online dashboard. In addition to tracking brand performance, users can anticipate marketplace momentum at both product and individual provider levels, as well as identify specific groups driving these changes. Ongoing investor engagement tracking provides details on how and where providers are reaching their target audiences and whether or not their current messaging is resonating. • Audience: 700 affluent investors with a minimum of $100,000 investible assets per month
• Markets: Mutual Fund, ETF, Variable Annuity and Distributor • New expanded section on Rollover Assets
• Quarterly written analysis and commentary • Includes the annual Investor Brandscape® report
($35,000 value)
• Easy-to-use online dashboard – Customized client views – Full access to data set – Email alert system
Investment: $120,000/12-month subscription Media Consumption™ Investor
Media Consumption Investor is a dynamic online platform that captures investors’ ongoing use of and preferences for all types of media. Easy-to-use dashboards enable subscribers to quickly identify the most frequently used and preferred properties across 130 TV networks, print publications, websites, mobile apps and social media sites. Subscribers can view how investors consume various types of media
Investor Touchpoints™
This online reporting tool is an evolution of our annual Investor Touchpoints report, providing monthly updates on how and where your company is interacting with investors across 9 critical points of inbound and outbound contact. Easy-to-use dashboards allow users to compare providers across various types of interaction. Subscribers can quickly generate and customize detailed profiles of investors by specific type of contact and by multiple modes of contact. A quarterly summary will rank providers on touchpoints, as well as best-in-class on reach and performance.
Investment:
$25,000/12-month subscription
$20,000 bundled with Cogent Beat Investor
Investor Brandscape®
This annual report is based on a nationally representative sample of over 4,000 affluent and high net worth investors. It covers a broad set of topics related to product use and preferences, and additionally, explores the relationship between investors and advisors. Investor Brandscape also provides detailed rankings, scores and analysis of key brand metrics and brand imagery for all of the leading product distributors and manufacturers, trending these findings over several years.
The annual written report includes access to customized analysis and the full data set via a new state-of-the-art online reporting platform.
Release date: Oct 2015 Investment: $35,000
Investor-Based Online Reporting
US Institutional Investor Brandscape®
This study of 600 investment decision-makers within DB pension plans, charities, foundations and endowments helps institutional asset managers increase acquisition potential and minimize potential attrition by identifying areas of greatest opportunity and key brand attributes that drive consideration and satisfaction. The report covers trends in investment strategies and implementation, explores the selection process institutional investors use for choosing asset managers, and provides a detailed assessment of critical brand metrics including awareness, impression, consideration, satisfaction and loyalty.
Release date: Mar 2015 Investment: $35,000 DC Investment Manager Brandscape™
This report, based on a survey of over 600 investment decision-makers within DC plans, helps DCIO providers assess their competitive position in the marketplace and improve their marketing and distribution efforts to maximize future growth. The report examines the usage and perceptions of DCIO providers and includes detailed analysis on awareness, perception, consideration, satisfaction and loyalty to the leading 45 investment managers in the DC market.
Release date: Mar 2015 Investment: $25,000 Retirement Planscape®
This study of over 1,500 plan sponsors helps DC plan providers understand their competitive position in the marketplace and identify key opportunities for
differentiation and future growth. The report examines trends in plan design, usage of intermediaries, awareness, perceptions, consideration, satisfaction and loyalty to the leading 35 retirement plan providers.
Release date: May 2015 Investment: $35,000
DC Participant Planscape™
This study of 5,000 plan participants allows providers to benchmark themselves against key competitors on critical aspects of satisfaction and helps plan providers maximize their cross-selling opportunities, access rollover dollars and broader financial services products and increase engagement with this captive audience. The report examines the perception and relationship these
participants have with their current plan provider and their likelihood to purchase additional financial service products from the plan provider in the future.
Release date: Aug 2015 Investment: $30,000 Retirement Plan Advisor Trends™
This survey of committed retirement plan producers helps DC plan providers and investment managers assess their competitive position, brand perception and current experience with this critical distribution channel. The report examines awareness, impression, usage, loyalty and future consideration of plan providers and investment managers among advisors focused on the DC market. Release date: Sep 2015 Investment: $25,000
2015 Research Catalog
Please contact us at [email protected] or 888.962.3312 for more information about: • Bundled subscription pricing, multi-year subscription discounts and custom oversamples
• Licensing and distribution
• Private label, co-branding and sponsorship • Thought leadership
