Data
System
We ran a triangulated research programme that included qualitative and quantitative investor research, a review of psychological literature on investor behaviour and an evaluation of research conducted by Big 5 consultancies. Our team of neuroscientists and psychologists identified multiple biases related to investor behaviour and reduced multiple personas to a single persona, segmented by attitude to risk.
Story
System
Using the research output as our foundation, we simplified the proposition, segmentation and messaging.This created the cognitive clarity necessary to drive meaningful engagement with existing and prospective investors.
Engagement
System
Over three days, we ran multiple workshops in the Middle East with Marketing, Sales and Operations teams. The workshops focused on how to apply the restructured proposition and messaging to drive investor engagement.
We also provided an evidence-based content strategy to be rolled out across multiple digital channels.
"After previously working with other consultancies, Cognition brought a clear understanding of psychology and behavioural science to our audience, and this proved much more successful in engaging our investors."
CMO- Wealth & Investment Management Company
Key Psychological Insight
The key to our success was in simplifying complexity and providing marketing and sales with a practical understanding of investor biases and how they affect decision making. In doing this, we demonstrated how a deep grasp of this psychology is essential in building strong relationships with UHNW investors.
Cognition Brain in Action
Let’s start the conversation
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Alternatively, you can reach out to us at:
Birmingham: +44 121 368 7521
London: +44 20 4586 1470