Targeted support specialist partner

A once-in-a-generation opportunity

Targeted support is reshaping how the industry can approach and retain customers, design digital journeys and evidence outcomes.

Targeted support is central to the FCA’s Advice Guidance Boundary Review, designed to bridge the gap between guidance and and full, holistic advice so that more people can access meaningful help with their finances.

Dynamic Planner is here to help you augment, hone and deliver your targeted support proposition, from data and behavioural science through to communications and analysis.

Refine and augment your targeted support proposition

Dynamic Planner provides specialist consultancy and out of the box technology to help you deliver truly effective targeted support, with a level of service and interaction that precisely matches your needs, including:

Analysis and recommendations of your targeted support communications and interventions provide actionable changes and independent academic rigour.
Customer segmentation based on our attitudinal and demographic questionnaires brings behavioural science-backed clarity to your processes.
Our white-labelled app Tram provides targeted support compliant digital customer journeys with built-in MI.

Why behavioural science matters for targeted support

One-size fits all journeys don’t convert

By segmenting consumers based on personal data and behavioural patterns, support can be designed to meet the specific needs, motivations, and barriers of different groups.

Education alone doesn’t change behaviour

Insights from behavioural science and research help develop appropriate interventions to increase engagement and uptake of suggestions.

Effective targeted support isn’t based on guesswork

Behavioural science provides tools for testing and iterating support strategies ensuring that interventions are grounded in evidence of what actually works.

Leverage our in-house behavioural science expertise

Delivering targeted support successfully requires a combination of academic and practical behavioural expertise.

Behavioural science is critical to understanding and influencing human behaviour, enabling more effective, personalised, and impactful interventions.

Dr Louis Williams, our Head of Psychology and Behavioural Insights, leads Dynamic Planner’s scientific approach to customer understanding, backed by rigourous research and academic partnerships, including the University of Reading and Humans & Money.

Unbiased UK investor understanding. We work with…

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Build it and they will feel more informed: Consumer study

We studied 1000 consumers to explore their views and behaviours towards targeted support.

The research reveals a clear appetite for help, but also real confusion about when to seek it and who to trust. Cost, confidence and past experiences all play a part. The findings challenge common assumptions about how people make decisions about their money.

The report also tests how consumers respond to targeted support compared with simpler guidance, and what they are willing to share in return for more tailored suggestions. It highlights key opportunities, risks and next steps for firms. Download the full report to explore the insights in depth.

Start a conversation with us

Whether you are actively planning your targeted support rollout, in the very first stages of assessing the opportunity, or somewhere in between – we can help.