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.

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

Adviser Persona

We have collated thousands of advisers into personas to help make data driven decisions across marketing, distribution, and product design.

Industry Competitors

Live market research to help understand where your company sits in the market compared to your competitors.

Tactical research

Get instant high level statistics on the average performance of any given adviser persona to assist with distribution conversations.

Strategic research

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

5M+

Words of adviser conversation to help understand your ideal adviser persona problems.

16

Personas to choose from. We collate thousands of advisers to specific personas.

industry

10

Competitors in each category of product to research including platforms, insurance, tech and investments.

v.2

Is the current stable version in market. We are constantly improving the insights, and have a long road map ahead.

Pinpoint gaps in your strategy and translate them into valuable growth opportunities.