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Custom Research

Use Our Research to Realize Your Potential

WMIQ has the ability to tap into some of the most influential communities of financial advisors to conduct targeted surveys, focus groups and one-to-one interviews to inform our research projects.

Custom Research


Our Custom Research programs are designed to provide scalable options for firms seeking to elevate thought leadership, generate qualified leads, and strengthen brand visibility. From foundational survey studies to fully integrated campaigns with webinars, microsites, and audience extension, each level offers a tailored approach to match client objectives and desired reach. You also have the option to customize a program to suite your specific needs.

LEVEL I Program ​

Custom research program designed to deliver targeted, intelligence-based thought leadership, lead generation and branding.

INCLUDES:

  • Collaborative Survey & Research Study

    WMIQ acts as the lead architect on the development of research methodology and partners with its clients to create a co-branded study featuring data and analysis on a specific topic or theme.

  • Co-Branded Report

    Independent and data-driven analyst report derived from survey research and developed into a gated pdf report.

BENEFITS:

  • 500K Impressions to dedicated target audience

  • 400 Leads

  • Multitude of marketing channels targeted for significant exposure

LEVEL II Program

The WMIQ Level II Research Program is a collaborative research initiative, designed to deliver targeted thought leadership, drive lead generation and enhance branding efforts.

INCLUDES:

  • Collaborative Survey & Research Study (Level I)

  • Co-Branded Report (Level I)

  • Co-Branded dedicated channel page on WealthManagement.com

The report is strategically placed behind a lead generation form that offers prime advertising real estate, allowing for an ad takeover and the inclusion of up to three resources that can direct traffic to the client's chosen site or asset.

BENEFITS:

  • Over 2 million Impressions to dedicated target audience

  • 700+ Leads

  • Multitude of marketing channels targeted for significant exposure

LEVEL III Program

A comprehensive, integrated experience by weaving together four essential components, creating a hub that enhances engagement.

INCLUDES:

  • Collaborative Survey & Research Study (Level I)

  • Co-Branded Report (Level I)

  • Research Key Takeaways Microsite

    Co-branded destination showcasing top-level research findings. This interactive microsite brings together all Level II elements, complete with direct links to the comprehensive co-branded report, webinar registration and relevant client resources.

  • Webinar

    Moderated webinar that unveils the research findings and offers valuable industry insights. Unique opportunity for client use case presentation.


BENEFITS:

  • 750k Impressions to dedicated target audience

  • 500+ Leads

  • Multitude of marketing channels targeted for significant exposure

Level IV Program

Comprised of seamlessly integrated components and additional content assets within a central hub, elevating user experience and optimizing engagement.

INCLUDES:

  • Collaborative Survey & Research Study (Level I)

  • Co-Branded Report (Level I)

  • Webinar (Level III)

  • Webinar Lead Touch

    Immediately engages and nurtures leads following the event, complete with the creation of an executive summary.

  • Elevated Microsite

    Data-driven analyst report is transformed into an interactive digital platform for optimal engagement.

  • Explainer Video

    Distilling complex research findings into easily digestible 30-90 second video segments.

  • Audience Extension

    Extending marketing efforts to further audience on brand-safe sites across the web.


BENEFITS:

  • Over 1 Million impressions to dedicated target audience

  • 800-1000 leads

  • Multitude of marketing channels targeted for significant exposure


Our audience of RIAs, IBDs and wirehouse advisors—and their affinity for our brands—positions WMIQ ato access more engaged advisors than any other industry research provider.

This reach across the entire wealth management ecosystem is a unique differentiator of WMIQ—and allows us to discover the true drivers of change, behaviors and influence throughout the industry.

Better understand how your brand is perceived in the market.