Finer - research institute

We have been operating in the world of financial research for the past 20 years. And not only.

CF explorer istituto di ricerca finanziaria CF Explorer

Annual monitoring of a significant sample of the over 25.000 financial advisors with an active mandate operating in the major Italian networks.
TOP CF Explorer TOP CF Explorer

Annual monitoring of a significant sample of financial advisors with above-average portfolios and a high concentration of private clients; they represent the top 10% of FAs, managing over 30 % assets under management.

PB Explorer Private Bank Explorer

Annual monitoring of a significant sample of private bankers and wealth managers operating in the main Italian private banks, divisions or business units of large banking groups, specialized banks and networks of financial advisors.

Bank Manager Explorer Bank Manager Explorer

Annual monitoring of a significant sample of bank managers working with the segment of most affluent customers of the main banks operating in Italy.
Fund Selector Explorer Fund Selector Explorer

Annual monitoring of a significant sample of Italian fund selectors, chosen from among the most influential fund buyers, institutional investors (pension funds, insurance, provident funds).
insurance explorer Insurance Explorer

Annual monitoring of a significant sample of the key stakeholders of the insurance industry: top managers, agents, agents’ associations, sub-agents, sales managers, inspectors, brokers and end clients (corporate and private).
Finance Mirror Finance Mirror

Annual monitoring of a significant sample of Italian savers and investors (mass market, affluent, private and HNWI) whereby possible cognitive dissonances between those who invest and those who propose investments are investigated.

We believe in fair and respectful financial practices, dictated by accuracy and sustainability. Our high profile marketing research and studies target the areas of economy and finance and aim at translating results into tangible actions.

On focus News from Finer Finance Explorer

BANKERS WITH A LICENSE TO GO OUT AND HUNT FOR AFFLUENTS

Bluerating | April 2025 In recent times, most banks and financial advisor networks seem to have concentrated their efforts on private clients, i.e. with financial assets exceeding one million euros. This is certainly an important type of client, growing, but also very demanding and absorbing

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THE EVOLUTION OF CONSULTANTS, BETWEEN DIGITAL AND LONGEVITY

Wall Street Italia | April 2025 The financial advisor must evolve, between technology and longevity, following the transformation of the needs of Italian customers. This is one of the key messages that emerged from the research by Nicola Ronchetti, CEO & founder of Finer, on

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BETWEEN BANKS AND COMPANIES, IT’S TIME FOR CHANGE

Insurance Connect | April 2025 Looking at data from a recent survey, 37% of Italians have never heard of the possibility of purchasing insurance services from a bank: a considerable percentage considering how many decades bancassurance has been present in Italy as a distribution practice.

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On focus News from Finer Finance Explorer

Fill Rouge

The awareness of the past helps us to better understand the present and find our way to the future.

presentazioni finer centro studi e ricerche di mercato

Institutional Research

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