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

FINANCIAL ADVICE AND DIGITAL TRANSITION: HUNT FOR TALENT

Economy | August 2024 The digital transition in the networks of financial advisors has always occurred naturally, without trauma because since their inception these entities have had the only option to ride innovations. In the 80s, financial advisors were the first to adopt portable telephones

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SPORT AND FINANCE

Bluerating | August 2024 Sport and athletes have always been a source of inspiration for advertisers who have often chosen them to support a product or brand. Young, strong, beautiful and – possibly – successful, they also represent perfect testimonials for banks and financial advisor

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CONSULTING: YOUNG CUSTOMERS GROW

Investire | July 2024 They were born between 1990 and 2000 between generation Y – the so-called millennials (1981-1990) – and generation Z, the last generation to be surveyed including also fourteen-year-olds (1997-2010), they are between 34 and 24 years. They are on average more

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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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