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Intelligent Research Strength and Success

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Global Reach

CoreData Operations

London

Sydney

New York

Beijing

Manila

Cape Town

Sao Paulo

CoreData Research UK is the London-based arm of a broader specialist financial services research and strategy consultancy, which is incorporated in Sydney,

Australia. The UK division is part of the CoreData Group and has operations in Australia, Brazil, the United Kingdom, the United States of America, China, South

Africa and the Philippines. It also has associates working for the business in Argentina. This means CoreData Research has the capabilities and expertise to

conduct syndicated and bespoke research projects on six different continents, while maintaining a high level of technical insight and professionalism.

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With a primary focus on financial services CoreData Research provides clients with both bespoke and syndicated research

services through a variety of data collection strategies and methodologies, along with consulting and research database hosting

and outsourcing services.

CoreData Research provides both business-to-business and business-to-consumer research, while the group’s offering includes

market intelligence, guidance on strategic positioning, methods for developing new business, advice on operational marketing

and other consulting services.

The group prides itself in identifying market trends at the earliest opportunity and formulating insightful quantifiable research

that clients can use to help them stay ahead of the market and better meet the day-to-day challenges facing their businesses.

Our focus is on bringing deep market knowledge to research and strategy development. The group’s research is not just about

information and data but at providing insight so clients can develop strategies that work.

The team is a complimentary blend of experienced financial services, research, marketing and media professionals, who

together combine their years of industry experience with primary research to bring perspective to existing market conditions

and evolving trends.

CoreData Research has developed a number of syndicated benchmark proprietary indexes across a broad range of business

areas within the financial services industry.

About CoreData Research

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Bespoke Research Capabilities

Our ability to produce tailored research that speaks to a client’s particular need is flexible and broad yet retains a specialist focus.

We produce primary research and insight for groups to use to promote their brands, ideas, products and services. Independent findings support brand awareness exercises in the media and bolster public relations messages.

Research To Promote Client Market Presence

Client demand for thought leadership and desire to be seen as engaging in industry debate, issues and challenges is fuelling a greater need for CoreData to produce white papers. Our financial services experience, research capabilities and design skills allow us to deliver efficient, insightful and robust client solutions.

Client Branded White Papers

This research enables businesses to measure their success at servicing clients, and how they perform relative to competitors across a range of metrics and variables. Examples include: Service level experience of clients, product performance comparisons, functionality analytics.

Client/Competitor Benchmarking & Satisfaction

Markets are never static and clients regularly require insight and analysis to remain up to date and be able to quantify opportunities, risks and developments in the areas they operate

Strategy Quantifying Business

Opportunities

These services cover any part of the value chain in terms of target client – from banks to high net worth investors. It includes primary data collection and interpretation and can carry the client all the way through from initial concept development to creating a go-to-market approach.

Product Testing & Development

Market Dynamics & Shifting Trends

What is new and what is next? CoreData provides clients with services to help them with market entry intelligence, industry dynamics, regulatory impact on markets and future market needs and developments.

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Finding the right insights for our clients is our passion

Growth Partnerships

Our Vision: To be the a world leading research partner for growth strategies.

Our Mission: To provide strategic insights into what consumers think founded on rigorous,

robust and targeted research which drives actions, leads to growth and maximizes our clients’ return on investment.

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Our Passion

Finding insights for our clients is our passion

The world is changing. In a world moving so quickly….

It’s easy to fall behind

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Our Proposition

Outcome focused research with direct,

actionable implications for businesses.

A Call To Action

It’s About ‘Getting It’

Research connected to understanding client

business needs is fundamental to our work

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Our Proposition

Moving beyond mass data to paint a concise

picture of critical outputs.

Cutting Through

Noise

Being Relevant

Relevance is key. Insight is good, but we

push it beyond being interesting and help

provide solutions to clients

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What Makes CoreData Different?

• Swift production and

turnaround of insight

• Analysts dedicated to the

UK/European business based

locally and overseas

• CoreData Research UK and

Europe is available 18 hours

out of 24 (London, Manila &

Sydney offices)

• Research projects are

exclusively specialised in

financial services

• Keen understanding of the

industry through first-hand

experience

• Frequent client contact

keeps CoreData Research

abreast of developments in

financial services

Speed Focus Flexibility

• Medium size of company

allows for agility and

flexibility

• Changes required by clients

can be made swiftly and

with ease

• Client has direct contact with

the senior consultant/

producer of their report

• Data can be presented in a

variety of modes and

formats depending on

client needs

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CoreData Strengths

CoreData Research consultants are highly

experienced financial services professionals

Continuously in the market gauging client

sentiment and research requirements

In-depth, cost-efficient research

Builds a clear picture of client targets

through robust primary data

Enables clients to make efficient decisions

People

Process

Tangible solutions

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Business Model

• Project management

• Research development

• Data interpretation

• Market insight

• Strategy development

• Client relationship

management

• End-to-end project implementation

• Data analysis • Reporting • Design & illustration

Communication Consultation

Philippines China

Operations Offices

US UK AU

Client-Facing Offices

SA BR

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Methodology Example

Survey

Sample Analysis Client

Survey The client works with the appointed CoreData expert to define the target market and help develop a tailored, scientific questionnaire Sample Sample size is agreed and sample is identified to help ensure suitable outcomes Analysis & results Apply several layers of statistical analysis to raw data to elicit a broad spectrum of insight and findings

Dynamic methodology delivers desired results and outcomes. Statistical validation of samples ensures accurate analysis

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For ease and access to additional information, such as industry data and blogs etc. CoreData Research launched The Core in early 2011.

The Core is an online repository and multi-access system for clients to access research and insight, whenever and wherever they desire. Corporate clients are eligible for multiple log-in access.

The Core

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The Core is a proprietary online research information repository where clients are able to log-in and access a broad range of research reports, insights and tools. An easy to navigate single point for mass information and insights.

2012 saw The Core expand to cover countries such as the US, Brazil and South Africa. Coverage also grew regionally, with our EMEA, Bric, LatAm and Asia Cores.

The Core

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The Core

The Core

Access to Multiple Research Reports

Tailored Services Available For Specific Client Needs Simple Illustration & Data

Extractions

Regular Insight Updates

Broader Insight + Recalibrated Secondary Data

Single Point Access

The Core is a proprietary online research

information repository where clients are able to log-in and access a broad range of research reports,

insights and tools.

An easy to navigate single point for mass information

and insights

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