adviser exchange

Agile, easy access to adviser or broker insight on projects through the Citrine Research Adviser Exchange Sounding Board.

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what is the adviser exchange sounding board?

A community of advisers representing a cross section of the IFA, mortgage and insurance market ready to engage in research.

why have we launched it?

The market has consolidated and is notoriously time-poor. Advisers are becoming both harder and more costly to engage. Adviser Exchange offers easy access to select advisers who have pre-agreed to participate.

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What benefits does it offer?

Ready access to obtain in-depth input to your initiatives e.g. new proposition development, comms testing, during a design sprint or ‘hackathon’. Detailed profiling means specific advisers can be targeted quickly.

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We know that intermediaries remain a pivotal distribution channel for life, pension, investment, mortgages and general insurance products and despite advances of direct online sales, aggregators and robo advice, the intermediary market continues to show resilience.

However, the market has consolidated significantly in recent years - there are now an estimated 5,500 firms employing about 26.5k advisers – and it remains fragmented with small firms making up the majority of the market.

This means that intermediaries are becoming harder to reach and engage in research. Our new sounding board looks to resolve this issue and provide fast, agile access in a way that benefits both our clients and the community of advisers.

delivering the voice of the adviser

At Citrine Research we have literally thousands of hours of experience of research dialogue with advisers.

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We speak the adviser language
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We understand the challenges facing the adviser’s business
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We manage the number of enquiries per adviser each year

But don’t just take our word for it. This is what advisers say:

“It’s a valuable use of my time as it’s a constructive feedback mechanism to get my views heard by providers. The Adviser Exchange Panel is also an interesting and thought-provoking interview experience as it gives time and space to talk through market issues from a different perspective.”
Alistair Norton, GHL Network Services Ltd

“I have been involved with a number of projects organised by the Citrine team and have always found them to be useful and constructive. It gives you an insight to developments within the market and also within the adviser community as on many occasions you get to hear the opinions of other IFAs. I would say that these projects have definitely improved my knowledge and I have enjoyed being involved. I have always found the team to be knowledgeable and professional.”
Chris Loake, Westminster Wealth Management LLP

We offer flexible solutions to meet client challenges

Retirement product comms testing example rollover box
Mortgage service design sprint example rollover box
Protection product development example rollover box