Helping financial institutions better understand financial advisers
XY Pulse is a Marketing Intelligence Platform helping financial services companies better understand their customers, and to invest in more meaningful products and services. We enable companies to build on a nucleus of first-party data to win new customers by understanding financial adviser problems, and develop better solutions.
How does XY Pulse work?
Financial services companies use our wide range of market research to create better content,
engage in better sales conversations, and develop better solutions for financial advisers.
Financial services companies use our wide range of market research to create better content, engage in better sales conversations, and develop better solutions for financial advisers.
How to use XY Pulse
Choose ideal adviser persona or industry competitor to view current market research
We have collated thousands of advisers into personas to help make data driven decisions across marketing, distribution, and product design.
Get instant high level statistics on the average performance of any given adviser persona to assist with distribution conversations.
Get qualitative data to ensure the future direction of your solution develops in line with the problems of your ideal market.
XY Pulse by the numbers
XY Pulse is a growing list of unique and valuable market research data points
Words of adviser conversation to help understand your ideal adviser persona problems.
Personas to choose from. We collate thousands of advisers to specific personas.
Competitors in each category of product to research including platforms, insurance, tech and investments.
Is the current stable version in market. We are constantly improving the insights, and have a long road map ahead.