FOR FINANCIAL INSTITUTIONS

Clear
opportunity
for growth

Improve results from sales conversations, marketing communications, and product development. Pinpoint gaps in your strategy and translate them into valuable growth opportunities using insights from your ideal adviser market.

FOR FINANCIAL INSTITUTIONS

Clear opportunity
for growth

Improve results from sales conversations,
marketing communications, and product development. Pinpoint gaps in your strategy and translate them into valuable growth opportunities using insights from your ideal adviser market.

Improve results from sales conversations, marketing communications, and product development. Pinpoint gaps in your strategy and translate them into valuable growth opportunities using insights from your ideal adviser market.

IDEAL ADVISER INSIGHTS

Find untapped product opportunities

Access a dashboard of market research not available anywhere else. Discover what your ideal adviser considers their biggest problems, and what they consider the best solutions. Improve how you speak to your clients, and what product features should go on your roadmap.

Explore it now >

MARKET ANALYSIS

Get an edge over your competition

Know what it takes to beat the competition by uncovering their strengths and weaknesses. Compare what advisers consider the best and worst product features across the market.

Explore it now >

XY Pulse includes

Never seen before market research
Surveys and focus groups represent 1950s cutting edge. Access client-driven insights to compliment.
Select your ideal adviser avatar
Choose from 16 avatars to pinpoint the exact audience you wish to attract and deliver value to.
Get immediate data insights
A growing list of partners provide quick and valuable insights at the collective level of your ideal avatar.
Focus in on your product type
Isolate and focus in on your exact product type to get the most relevant market research.
Direct access to problems and solutions
View what your ideal client considers their most pressing problem, and the most relevant solution.
Competitive market analysis
View what the market is saying about your company, and your competitors.
Pinpoint gaps in your strategy and translate them into valuable growth opportunities.