What the responses show
In our verified Mirai event-window reanalysis, the share reporting feeling stuck was 60% among curious responses, 20% among those learning, 56% among those choosing and 25% among those already investing. The first two groups are especially small.
Based on responses from real participants at live events run by U Impact in cooperation with NTT DATA.
These are different groups answering at a point in time. They do not show people moving through stages, a dropout rate or the effect of an intervention.
For customer-insight leaders, the practical use is to identify a stage worth investigating, then examine the decision and support needs within that group.
Choose the right next research step
A comparison across stages can help prioritise where to look more closely. It cannot establish that someone becomes less stuck by moving to another stage, because the groups are not the same people observed through time.
If a wealth team wants to understand change, it needs evidence designed for that question. Follow a defined group over time, record the relevant decision and examine what else changed. If the immediate goal is to understand a stage, a focused diagnostic within that group may be a more suitable next step.
Questions for your team
- Are you comparing different groups or following the same people?
- Is the goal to understand a stage or measure change over time?
- What further evidence would answer that question?
Evidence and interpretation
Based on responses from real participants at live events run by U Impact in cooperation with NTT DATA.
Each percentage uses participants in the named journey stage who answered the momentum question. The groups are observed at a point in time. The chart does not measure stage-to-stage conversion, dropout, progress or the effect of an intervention.
Aggregate-only reanalysis verified on 10 October 2026: completed response records marked valid, assigned to the Mirai 26 or Mirai 26 Day 2 cohort, and completed on 9-10 June 2026 UTC. Completions outside the event window are excluded. All included stage, momentum and barrier answers were present. The barrier base excludes responses selecting no barrier. The unit is a response record; repeat participation across days has not been ruled out. Current question wording is verified in survey-v2, but historical wording exposure is not independently established. Small subgroup bases require caution. This self-selected, cross-sectional cohort supports neither population estimates nor causal conclusions. The revised cohort replaces the earlier summary percentages, which could not be reproduced with the checked filters.
Read the cohort definitions, methods and revision note.
Read more about our methodology and financial investment behaviour: the field guide.
Put the question to work
U Impact helps wealth teams turn patterns into focused research questions and testable changes. Which stage of your customer journey needs a closer look?