Through the collaborative effort of in-house experts from Cogent Syndicated and C Space, we are creating an online community of financial advisors (registered reps and RIAs) for the benefit of our clients.
This new community offers participating clients deeper qualitative insight, 24/7 access to advisors and a platform for advisor-centric product and service development. With a combination of Cogent-sponsored and client-specific inquiries, The Advisor Exchange™ community will provide an ongoing stream of valuable insights not available anywhere else.
Partner with financial advisors across the US in new and unique ways, on your terms, to meet your needs… all with a deep level of engagement, analysis and storytelling. Tap into the community episodically for fast feedback or for longer-term, strategic projects. Run branded or unbranded assignments for advisor-centric product and service development.
The report will enable subscribers to:
Deep Qual Insight
Connect with advisors on a more intimate level and build trust, empowering them to open up about their challenges and needs. Target the specific advisor groups (i.e. channel, AUM, etc.) that best meets your needs.
Agile 24/7 Access
The community is always-on, allowing for research to field when needed and for advisors to engage at any day or time that is most convenient for them.
Cost-Effective ROI
Save costs on ad hoc projects such as recruitment, running research and stakeholder socialization.
The Advisor Exchange™ offers multiple ways to conduct innovative research, with access to a curated collection of research tools without the need to manage and pay for endless vendors, licenses or platforms. In-community methodologies include surveys (quick polls, journal diaries, simple/complex surveys); facilitated discussions and organic conversations; in-the-moment research (live text chats, screen recordings, geo-fencing); and analytics (community stats, cross-tabs, voice transcription, text analytics and image recognition).
Pre-screened participants eliminate the need to develop, approve and field detailed screeners and recruits. Setup time is reduced while still managing all projects with compliance.
Co-creating with advisors themselves ensures that products, services and experiences are truly created by advisors with their clients in mind.
With subject matter expertise, we anticipate and understand your business objectives more readily and we’re driven to help you deliver impact to your stakeholders.
Deliverables:
