Discovery and comparison. Not a quiet recommendation.
ESI can help someone understand choices, compare at a general level, and see provider options. A paid product must not appear as “ESI recommends this investment.” Sponsored or partner status stays visible.
The user journey
Learn, understand current holdings at a level the person chooses, compare approaches, then speak with a registered provider if they want to.
Organisation role
Platforms, wealth services, and registered advisers can be available providers. Language stays “explore”, “compare”, or “speak with a registered provider”.
Participation formats
Designed to support information, a tool, a listing, a comparison, an offer, an application, an introduction, a booking, or a transaction where that format is actually implemented. Payment does not turn an option into “best for you”.
Data and user control
Introductions are user initiated. Sharing is limited to what that action needs. The person sees why an option appeared and chooses whether anything is shared. My ESI stays with the person.
ESI can support education and general comparison. Personalised investment advice stays with a registered provider. Provider connections are in development.
Elevate. Scale. Inspire.