Agile Market Intelligence

What Agile Market Intelligence does

Agile Market Intelligence is an Australian full-service market research agency headquartered in North Sydney, NSW, operating as part of the Momentum Markets Group. The company originated as the research arm of Momentum Media in 2011 (formalised as Momentum Intelligence in 2016) and rebranded to Agile Market Intelligence in 2023 as it expanded beyond mortgage broking into SMEs, consumers, defence industry, aviation, accounting, and legal verticals. It serves enterprise clients across financial institutions, technology providers, and professional services firms, with 40+ active clients including LEAP, The Access Group, Intuit QuickBooks, J.P. Morgan Asset Management, Bluestone Home Loans, FBAA, Zenith Investment Partners, and visible homepage logos including ANZ, NAB, Westpac, QBE, Milford, Insignia Financial, Bendigo Bank, Prospa, and OnDeck.

The company's core technology is a cloud-based market research platform combining proprietary survey infrastructure, panel management systems, and self-service analytics portals. Its principal asset is the Professional Perspectives panel, comprising over 1,000,000 professionals and consumers across 10+ Australian markets, with 54,000+ survey responses collected annually. The platform supports six service lines: Voice of Customer (VoC) programs, BrandIntelligence brand tracking, bespoke research reports (6-8 week turnkey cycles), in-depth conversations (focus groups and interviews), Omnibus services, and panel access to other research agencies. Recurring sub-brand trackers — Broker Pulse (monthly broker survey across 30+ lenders), Adviser Pulse (monthly financial adviser recommendations), and Consumer Pulse (1,500+ monthly consumers) — provide continuous longitudinal data streams.

The business model combines professional services revenue (bespoke research, panel access for agencies, omnibus services) with subscription/recurring revenue (VoC programs, BrandIntelligence tracking). Pricing is quote-based and bespoke, anchored by a 30-minute free consultation sales motion rather than published price tiers. The go-to-market is direct enterprise field sales targeting large financial institutions, technology vendors, and professional services firms, supplemented by content-driven demand generation through published research reports, case studies, and a 'Learn' educational library. Recent geographic expansion includes six-market international surveys (Australia, NZ, UK, Ireland, US, Canada) for the LEAP co-developed Profitability in Law Global Report 2026.

Name

Agile Market Intelligence

Legal name

Agile Market Intelligence Pty Ltd

Website

https://agilemarketintelligence.com.au

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Agile Market Intelligence is an Australian full-service market research agency serving financial institutions, technology providers, and professional services firms via a proprietary panel of 1M+ professionals across 10+ Australian markets, delivering bespoke research, recurring trackers, and brand intelligence.

Ownership category

akta.pro rank

Headquarters

HQ city

North Sydney, New South Wales

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Bespoke Research Reports: Full-service market research programs creating data-driven content and industry insights. Turnkey 6-8 week programs including survey design, response acquisition, data cleaning, and presentation. Can be published externally as thought leadership content.
2. Voice of Customer (VoC) Programs: Off-the-shelf and turnkey Voice of Customer programs for improving retention and market share. Includes ongoing tracking and competitive analysis delivered through self-service portals.
3. Brand Tracking Services: Pre-built brand tracking and diagnostics tools to measure and track brand relationships with prospects and customers. Includes competitor monitoring and media consumption analysis.
4. Panel Access Services: Panel access services for market research agencies to expand or supplement fieldwork to Australian professional networks. Proprietary data collected on behalf of clients.
5. Omnibus Services: Clients add questions to existing surveys and trackers for quick, cost-effective market feedback. Data is proprietary to clients for internal strategic work or published content.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Agile Market Intelligence is a full-service market research agency that delivers bespoke Voice of Customer programs, brand tracking, turnkey research reports, focus groups and in-depth interviews, omnibus surveys, and panel access to enterprise clients. It operates the Professional Perspectives panel of over 1,000,000 professionals and consumers across 10+ Australian markets, plus dedicated trackers (Broker Pulse, Adviser Pulse, Consumer Pulse) that generate 54,000+ survey responses annually for financial institutions, technology providers, and professional services firms.

Product overview

Agile Market Intelligence is a full-service market research agency operating as a single unified offering rather than a platform-with-modules architecture. The core offering comprises six connected service lines: Voice of Customer (VoC) programs, BrandIntelligence brand tracking tools, Research Reports, In-depth Conversations (focus groups and phone interviews), Omnibus Services, and Panel Access via the Professional Perspectives community of 1,000,000+ professionals. Supporting branded trackers include Broker Pulse (monthly mortgage broker survey), Adviser Pulse (monthly financial adviser survey), and Consumer Pulse (monthly consumer sentiment tracker). The company also produces periodic benchmark reports such as the annual Legal Tech Review. Clients access outputs through self-service analytics portals, PDF reports, interactive digital reports, and consultation presentations.

Differentiator

Problem solved

Functional benefit

Brands

• Broker Pulse: A monthly survey of residential mortgage, commercial and asset finance brokers providing monthly service level performance and reputation tracking data on over 30 residential and commercial lenders.
• Adviser Pulse
• Professional Perspectives
• BrandIntelligence

Products and services

• Voice of Customer (VoC) Off-the-shelf and bespoke Voice of Customer programs that capture high-frequency customer feedback and competitive analysis to build loyalty, improve retention, and attract new customers. Delivered through self-service analytics portals.
• BrandIntelligence (Brand Tracking) Pre-built brand tracking and diagnostics tools that measure and track brand relationships with prospects and customers, including media consumption analysis and competitive benchmarking.
• Research Reports Full-service, turnkey market research reports executed in four phases (survey design, response acquisition, data cleaning, reporting/presentation), typically serving 400 participants per project with 6-8 week turnaround.
• In-depth Conversations Focus groups and in-depth phone interviews with target audiences conducted by experienced researchers to explore perceptions, evaluate ideas, and bring clarity to business decisions.
• Omnibus Services Quick-turnaround survey service allowing clients to add custom questions to existing programs, providing fast, cost-effective access to target markets with proprietary data collection.
• Professional Perspectives Panel (Panel Access) Proprietary community of over 1,000,000 professionals and consumers across 10+ Australian markets including mortgage brokers, financial advisers, accountants, lawyers, real estate professionals, aviation, SMEs, defence, cyber security, and general consumers. Offered to other research agencies for fieldwork.
• Broker Pulse Monthly survey tracker of residential mortgage, commercial, and asset finance brokers providing monthly service level performance and reputation tracking data on over 30 residential and commercial lenders.
• Adviser Pulse Monthly survey tracker of Australian financial advisers tracking adviser recommendations of financial products including managed funds and ETFs, for fund managers, platforms, and research houses.
• Consumer Pulse Monthly tracker of over 1,500 Australian consumers monitoring consumer sentiment, financial stress, and behavioural shifts across key household segments, segmented by debt status, home ownership, and demographics.
• 2025 Legal Tech Review Annual benchmark report of Australia's legal technology providers capturing perceptions from private practice lawyers and in-house counsel across 39 legal tech platforms and 4 solution categories.

Quantifiable outcome

• 99% of accountants are open to using AI (from Access Group AI Report)
• +4 more outcomes

Named customers10 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Ten partnerships are on record, tiered flagship and core.

• LEAPflagshipStrategic or Co-development Partner · 1 January 2025Co-developed Profitability in Law Global Report 2026 benchmarking law firms globally across strategy, people, technology, and AI. Survey of 700 legal professionals from 6 markets.
• The Access GroupflagshipStrategic or Co-development Partner · 1 January 2025Co-developed State of AI in Accounting Report 2026 and Australian Accounting Digital Maturity Report 2024. Reveals AI adoption and digital maturity among Australian accountants.
• Intuit QuickBooksflagshipStrategic or Co-development Partner · 1 January 2025Co-developed Growth and Marketing Maturity Benchmarking Report 2025 examining practices distinguishing high-growth accounting firms.
• Bluestone Home LoanscoreGTM or Marketing Partner · 1 January 2025Sponsored Consumer Pulse Spotlight: Property Investors report uncovering property investor behaviour and broker opportunities.
• Finance Brokers Association of Australasia (FBAA)flagshipStrategic or Co-development Partner · 1 January 2025Ongoing partnership for Consumer Access to Mortgages reports (2023, 2025) examining consumer navigation of mortgage market and broker role.
• Zenith Investment PartnerscoreStrategic or Co-development Partner · 1 January 2024Co-developed Unlocking Advice Efficiencies 2025 report on financial advice businesses and managed account provider value.
• ActionstepcoreStrategic or Co-development Partner · 1 January 2024Market insights partnership for mid-sized law firm research to support Australian market entry. Actionstep used research to position as thought leaders.
• J.P. Morgan Asset ManagementcoreStrategic or Co-development Partner · 1 January 2024Research partnership educating advisers about research-enhanced Active ETFs. Helped reach relevant audience for goals.
• InvestorKitcoreStrategic or Co-development Partner · 1 January 2023Helped explain benefits of buyer's agencies to investors through market research positioning InvestorKit as thought leaders.
• Momentum Media / Momentum Markets GroupcoreStrategic or Co-development PartnerParent company relationship. Agile Market Intelligence originated as dedicated research team working with Momentum Media. Rebranded in 2023 as demand for services grew. Part of Momentum Markets Group providing access to media brand audiences.

Scale indicators9 records

Recent moves7 records

Expansion highlights5 records

Emerging players

• Qualtrics: Experience management platform combining VoC, brand tracking and survey technology. Competes with Agile Market Intelligence's VoC and BrandIntelligence offerings at the technology layer, particularly for enterprise clients building in-house insight functions.
• Toluna: Global online consumer and B2B panel operator offering survey technology and panel access services. Directly comparable to Agile Market Intelligence's Professional Perspectives panel access service for research agencies needing Australian fieldwork.

Direct peers

• Pureprofile: Australian-listed panel and research technology company operating a large consumer and professional audience panel. Closest peer on the panel-as-an-asset business model, with overlapping audience supply for B2B research fieldwork in Australia.
• Investment Trends: Australian research firm focused on retail investing, advice, platforms, lending and wealth management. Directly overlaps with Agile Market Intelligence's Adviser Pulse and broker/financial-adviser tracking in the same Australian end-investor and intermediary segments.
• Roy Morgan Research: Australia's largest independent market research company with long-running single-source (Roy Morgan Single Source) tracking of Australian consumers and industries. Closest direct competitor on Australian market intelligence, particularly for longitudinal consumer and financial-services research.
• CoreData: Australian financial services research and insights firm serving wealth management, banking, insurance and superannuation. Comparable in vertical specialisation and client base (fund managers, platforms, advisers) to Agile Market Intelligence's Adviser Pulse and wealth-management work.

Broad incumbents

• Ipsos: Global market research firm with deep financial services and public-sector practices. Overlaps on bespoke research programmes, financial-services VoC and brand health tracking for enterprise clients, but competes as a global incumbent rather than a local specialist.
• Kantar: Global market research and consulting group covering brand tracking, consumer insight and analytics. Comparable on brand tracking (BrandIntelligence equivalent) and consumer sentiment research, but operates as a broad portfolio rather than a specialist Australian firm.
• Forrester Research: Global research and advisory firm publishing syndicated research and bespoke client work across technology, financial services and professional services. Comparable on commissioned flagship benchmark reports (e.g., Legal Tech, AI in Accounting) sold to enterprise software vendors.
• Nielsen: Global measurement and data analytics company with significant Australian media, consumer and financial services research. Operates at much larger scale across broader categories; overlapping on consumer sentiment, brand tracking and audience measurement.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/agile-market-intelligence

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Agile Market Intelligence