CoreData Consulting prides itself in identifying
market trends at the earliest opportunity.

Marketing Strategy

We develop processes that allow our clients to concentrate their resources on the greatest opportunities to increase sales and achieve a sustainable competitive advantage.

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Business Strategy

We help financial services companies to design a long-term plan of action to define and achieve their business objectives, and ensure they continue to thrive in the competitive market environment.

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Customer Strategy

We understand the value of having a full CRM strategy and therefore provide our clients with a proactive plan for understanding, acquiring, retaining and growing their customer base.

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We specialise in the following sectors:

Advice & Wealth Management

CoreData Consulting has a deep understanding of the financial advice and wealth management industries, developed through regular touch points with financial advisers and years of experience working in the industry.

Super & Insurance

Australia’s superannuation industry faces a raft of challenges, particularly around legislative change and member engagement. CoreData Consulting is particularly interested in understanding the behaviour of self-managed super fund (SMSF) trustees.

Mortgages & Banking

We provides bespoke consulting to the mortgage and lending sector from both a business-to-business distribution channel perspective and also a business-to-consumer point of view.

Latest Insights

Planning for Success
January 16, 2012

The financial planning industry is facing unprecedented change and the ability of advisers to adapt and evolve is crucial. CoreData spoke to some of the industry’s leading practices to understand the challenges facing their business and the way in which they are positioning their businesses to take advantage of this.

The Licensee of the Future
November 14, 2011

The traditional dealer group model is broadly considered to be dead in the water, so what does this mean for the future of licensees? This white paper gauges the perceptions of dealer group heads on how business models are evolving and explores the key ingredients to a successful and sustainable licensee.

Measuring the efficiency of Australia's Depository Institutions
September 16, 2011

Australia's deposit institutions are some of the most soundly run and safe in the world and have thus far emerged relatively strongly from the global credit crisis. These strong foundations are largely predicated on fierce competition amongst the big four banks. The ability of banks to compete is largely driven the need to keep cost pressures down. New research by CoreData has revealed that the cost efficiency amongst ADIs tends to be quite divergent.

Intimate with Self-Managed Superannuation
June 22, 2011

The self-managed superannuation fund (SMSFs) sector is the largest and fasting growing sector of the superannuation market. Given the importance of this sector, the SMSF Professionals’ Association of Australia Limited (SPAA), in conjunction with Russell Investments, engaged CoreData to carry out research among SMSF trustees and advisers...

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