Driving Data-Driven Decisions Through Quantitative Research 

This case study highlights how IDR supported a financial services firm in conducting a quantitative research initiative to assess wealth management platforms across key Asian financial hubs. 

Overview 

A financial services firm sought to gain a comprehensive understanding of wealth management platforms in use across major financial centers in Hong Kong, Japan, and Singapore. The study focused on investment technology platforms adopted by leading financial institutions, including Aladdin Wealth, InvestCloud, MSCI, Temenos, Avaloq, and UBS Partner. 

To achieve this, the client required high-quality quantitative research insights from industry practitioners actively using or evaluating these platforms. 

What We Did 

• Custom Expert Recruitment: Identified and engaged senior wealth managers, financial executives, and technology specialists with direct exposure to leading wealth management platforms. 
• Rigorous Screening: Ensured all participants met the precise experience criteria, focusing on professionals actively using or assessing investment technology solutions. 
• Strategic Regional Targeting: Delivered experts from Hong Kong, Singapore, and Japan to provide a diverse, region-specific perspective on platform adoption and functionality. 

Outcome 

Through IDR, the client gained measurable insights into how leading financial institutions utilize investment technology. The findings helped the client: 

• Benchmark platform adoption across key markets. 
• Understand user satisfaction and efficiency metrics for each platform. 
• Identify trends in technology-driven wealth management to inform future investment strategies. 

IDR successfully delivered the required number of highly qualified respondents within the project timeline, ensuring the research findings were built on the most relevant and authoritative expertise available.