Whitepapers

Insight-led research for a changing financial landscape

Our whitepapers bring together research, industry collaboration, and practical analysis to explore the technologies, behaviours, and regulatory shifts shaping financial services.

Each report is designed to move beyond theory - combining sector insight with real-world applications.

Read out latest whitepapers below.

The Advice Guidance Boundary Review and the Future of Financial Advice

This paper explores the intersection of regulation, innovation and technology in financial services, and looks to provide insights and practical support to help firms adapt and thrive in a rapidly changing environment.

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The Advice Guidance Boundary Review and the Future of Financial Advice

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BNPL Insights: Driving Digital Enhancements

This report reveals the behaviours, challenges and sentiments of people using Buy Now Pay Later (BNPL) services, providing insights and recommendations to craft tailored products and services that meet their needs.

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Consumer Intelligence
Mindset & Influence Research

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Consumer Intelligence Mindset & Influence Research

This series continues to explore the intersection of technology and financial services, offering insights and practical support to help firms, especially credit unions, adapt and thrive in a rapidly changing environment.

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Financial Advice and Wealth Management

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Challenges and Opportunities for Credit Unions

This report is the result of extensive collaboration and engagement with industry leaders, small and medium-sized financial advisers, and fintech innovators.

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BNPL Insights: Driving Digital Enhancements

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Financial Advice and Wealth Management

This report provides a deep understanding of consumer behaviours, challenges and sentiments relating to financial inclusion, wellness and literacy in underserved communities.

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Challenges and Opportunities for Credit Unions