The Pulse
This year we have launched The Pulse – our new digital, interactive portal that provides insights on the biggest themes impacting the distribution landscape.
Strategic collaboration across two decades
For nearly 20 years we have brought together strategic heads from the largest distributors across the financial services landscape to strategise with each other.
This has allowed us to gather quantitative and qualitative research during an event’s cycle and the only way to access all our latest findings is through our platform – The Pulse.
Who is The Pulse for?
Distributors
The Pulse gives distributors access to real-time insights and benchmarking data, simply by completing an annual questionnaire. Understand how your peers are approaching regulation, client engagement, and distribution strategy – and use that insight to stay ahead.
Providers
Providers can use The Pulse to align their propositions and partnerships with current distributor needs and market sentiment. Gain access to both qualitative roundtable findings and five years of benchmarkable data across geography, business type, and community.
Associations
Associations can leverage The Pulse to understand the evolving priorities of their members and shape relevant content, support, and policy. Use rich data and strategic insight to inform lobbying, communications, and member engagement strategies.
Regulators
The Pulse offers regulators a unique window into how the industry is responding to key regulatory developments like Consumer Duty or ESG. Access aggregated feedback from over 100 annual events to track sentiment, surface emerging risks, and guide evidence-based policymaking.
Consultants
Consultants can use The Pulse to validate recommendations, benchmark client performance, and spot emerging trends across financial services. With direct access to insights from CEOs, CFOs, and COOs, it’s a powerful tool for strategy development and client advisory work
Marketing Teams
Marketing teams can align messaging and campaigns with live distributor and adviser sentiment captured through The Pulse. Discover what’s top of mind across the industry, tailor content to current trends, and optimise strategic positioning.
Learn how partnering with Owen James can help you create impactful campaigns that maximise your distribution
What is The Pulse - A platform for change at both business and industry levels, helping you influence your top buyers
The key benefits
Understand the key themes impacting the market
Get a vision of the future and where you should be focusing
See how thinking varies across different communities and geographies, and how it has evolved over time
Ask your own questions specific to your business
Ensure your distribution and marketing strategy is aligned
Benchmark yourself against your peers (for distributors)
What does it look like and what data can I obtain?
Barometer
How bullish is the market?
What’s keeping distributors up at night
• The big picture
• Drilling into specific topics
SWOT
• Strengths
• Weaknesses
• Opportunities
• Threats
What’s hot
Highest ranked roundtable topics and key findings from the gatherings
Partnerships made in heaven
What are they looking for from providers?
Sponsor/ Event specific
Brand awareness, session scores and roundtable, topic selections
What does it cost?
£8,000 for two licenses (at a corporate level).
Providers signing up for a ‘recurring campaign package’ will be eligible to a 25% discount on events £1K For each additional license.
For full information view The Pulse brochure.
