Finding insights for our clients is our passion. The world is changing. In a world moving so quickly…. It’s easy to fall behind. CoreData Research provides both business-to-business and business-to-consumer research, while the group’s offering includes market intelligence, guidance on strategic positioning, methods for developing new business, advice on operational marketing and other consulting services. Our ability to produce tailored research that speaks to a client’s particular need is flexible and broad yet retains a specialist focus.

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Intelligent Research
Strength and Success

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Global Reach
CoreData Operations
London
Sydney
Boston
Beijing
Manila
Cape Town
Sao Paulo
CoreData Research UK is the London-based arm of a broader specialist financial services research and strategy consultancy, which is incorporated in Sydney,
Australia. The UK division is part of the CoreData Group and has operations in Australia, Brazil, the United Kingdom, the United States of America, China, South
Africa and the Philippines. It also has associates working for the business in Argentina. This means CoreData Research has the capabilities and expertise to
conduct syndicated and bespoke research projects on six different continents, while maintaining a high level of technical insight and professionalism.

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With a primary focus on financial services CoreData Research provides clients with both bespoke and syndicated research
services through a variety of data collection strategies and methodologies, along with consulting and research database hosting
and outsourcing services.
CoreData Research provides both business-to-business and business-to-consumer research, while the group’s offering includes
market intelligence, guidance on strategic positioning, methods for developing new business, advice on operational marketing
and other consulting services.
The group prides itself in identifying market trends at the earliest opportunity and formulating insightful quantifiable research
that clients can use to help them stay ahead of the market and better meet the day-to-day challenges facing their businesses.
Our focus is on bringing deep market knowledge to research and strategy development. The group’s research is not just about
information and data but at providing insight so clients can develop strategies that work.
The team is a complimentary blend of experienced financial services, research, marketing and media professionals, who
together combine their years of industry experience with primary research to bring perspective to existing market conditions
and evolving trends.
CoreData Research has developed a number of syndicated benchmark proprietary indexes across a broad range of business
areas within the financial services industry.
About CoreData Research

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Bespoke Research Capabilities
Our ability to produce tailored research that speaks to a client’s particular need is flexible and broad yet retains a specialist focus.
We produce primary research and insight for groups to use to promote their brands, ideas, products
and services. Independent findings support brand awareness exercises in the media and bolster public
relations messages.
Research To Promote Client
Market Presence
Client demand for thought leadership and desire to be seen as engaging in industry debate, issues and
challenges is fuelling a greater need for CoreData to produce white papers. Our financial services
experience, research capabilities and design skills allow us to deliver efficient, insightful and robust
client solutions.
Client Branded White Papers
This research enables businesses to measure their success at servicing clients, and how they perform
relative to competitors across a range of metrics and variables. Examples include: Service level
experience of clients, product performance comparisons, functionality analytics.
Client/Competitor
Benchmarking & Satisfaction
Markets are never static and clients regularly require insight and analysis to remain up to date and be
able to quantify opportunities, risks and developments in the areas they operate
Strategy
Quantifying Business
Opportunities
These services cover any part of the value chain in terms of target client – from banks to high net worth
investors. It includes primary data collection and interpretation and can carry the client all the way
through from initial concept development to creating a go-to-market approach.
Product Testing &
Development
Market Dynamics & Shifting
Trends
What is new and what is next? CoreData provides clients with services to help them with market entry
intelligence, industry dynamics, regulatory impact on markets and future market needs and
developments.

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Finding the right insights for our clients is our passion
Growth Partnerships
Our Vision: To be the a world leading research partner for
growth strategies.
Our Mission:
To provide strategic insights into what consumers think founded on rigorous,
robust and targeted research which drives actions, leads to growth and
maximizes our clients’ return on investment.

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Our Passion
Finding insights for our clients is our passion
The world is changing. In a world moving so quickly….
It’s easy to fall behind

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Our Proposition
Outcome focused research with direct,
actionable implications for businesses.
A Call To
Action
It’s About
‘Getting It’
Research connected to understanding client
business needs is fundamental to our work

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Our Proposition
Moving beyond mass data to paint a concise
picture of critical outputs.
Cutting
Through
Noise
Being
Relevant
Relevance is key. Insight is good, but we
push it beyond being interesting and help
provide solutions to clients

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What Makes CoreData Different?
• Swift production and
turnaround of insight
• Analysts dedicated to the
UK/European business based
locally and overseas
• CoreData Research UK and
Europe is available 18 hours
out of 24 (London, Manila &
Sydney offices)
• Research projects are
exclusively specialised in
financial services
• Keen understanding of the
industry through first-hand
experience
• Frequent client contact
keeps CoreData Research
abreast of developments in
financial services
Speed Focus Flexibility
• Medium size of company
allows for agility and
flexibility
• Changes required by clients
can be made swiftly and
with ease
• Client has direct contact with
the senior consultant/
producer of their report
• Data can be presented in a
variety of modes and
formats depending on
client needs

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CoreData Strengths
CoreData Research consultants are highly
experienced financial services professionals
Continuously in the market gauging client
sentiment and research requirements
In-depth, cost-efficient research
Builds a clear picture of client targets
through robust primary data
Enables clients to make efficient decisions
People
Process
Tangible
solutions

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Business Model
• Project management
• Research development
• Data interpretation
• Market insight
• Strategy development
• Client relationship
management
• End-to-end project
implementation
• Data analysis
• Reporting
• Design & illustration
Communication Consultation
Philippines China
Operations Offices
US UK AU
Client-Facing Offices
SA BR

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Methodology Example
Survey
SampleAnalysis
Client
Survey
The client works with the appointed
CoreData expert to define the target market
and help develop a tailored, scientific
questionnaire
Sample
Sample size is agreed and sample is
identified to help ensure suitable outcomes
Analysis & results
Apply several layers of statistical analysis to
raw data to elicit a broad spectrum of
insight and findings
Dynamic methodology delivers desired results and outcomes.
Statistical validation of samples ensures accurate analysis

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For ease and access to additional information, such as industry data and
blogs etc. CoreData Research launched The Core in early 2011.
The Core is an online repository and multi-access system for clients to access research and insight,
whenever and wherever they desire. Corporate clients are eligible for multiple log-in access.
The Core

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The Core is a proprietary online research information repository where clients are able to log-in and access a broad
range of research reports, insights and tools.
An easy to navigate single point for mass information and insights.
2012 saw The Core expand to cover countries such as
the US, Brazil and South Africa.
Coverage also grew regionally, with our EMEA, Bric,
LatAm and Asia Cores.
The Core

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The Core
The Core
Access to Multiple Research
Reports
Tailored Services Available For
Specific Client Needs Simple Illustration & Data
Extractions
Regular Insight Updates
Broader Insight +
Recalibrated Secondary Data
Single Point Access
The Core is a proprietary
online research
information repository
where clients are able to
log-in and access a broad
range of research reports,
insights and tools.
An easy to navigate single
point for mass information
and insights

16. www.coredata-group.com