- Goal setting
- Resource allocation
- Market trends
- Brand reputation
- Competitive landscape
Our unique data, analytics & insights help clients improve business performance.
We believe that the best partnership with each of our institutional clients is when all stakeholders work together. Market intelligence and advice from Greenwich Associates is highly valued, and we sincerely appreciate your partnership.” – Competitive Challenges Conference Attendee
How We Help Clients
Plan
Measure
- Measure business performance (KPIs)
- Quality performance of front-line staff
- Product cross-sell opportunities
- Strengths/weaknesses of key competitors
Act
- Identify sales opportunities
- Address 'at risk' customer relationships
- Enrich CRM
Promote
- Content marketing services
- Awards
Digitize
- Prioritize investments
- Discover capability gaps
- Compare roadmaps & capabilities against peers
- Evaluate third-party vendors
Insights
With the initial shock of the COVID-19 pandemic behind us, corporates in Asia are gradually...
If the financial industry still held any objections to the case for providing firmwide...
As corporates attempt to secure additional funding during the downturn, banks (and other...
We collected feedback from corporate treasurers and institutional investors globally to learn...
The COVID-19 crisis has raised the awareness of supply chain disruption risk and as a...
Global markets liquidity came under extreme pressure in late February and early March as fear...
COVID-19 Impact on Bank Servicing Models
June, 2020
Commercial banks are redefining servicing models for small and midsize companies to prepare for...
Many small businesses have found their banks ill equipped to handle their Small Business...
In this Greenwich Report we look back at 2019 and attempt to peer past the coronavirus veil of...
Purpose-Driven Branding
July, 2020
Institutional investors are considering brand strength more than ever when picking asset...
In June, the United States added significant social upheaval to a year that had already seen...
U.S. Treasury markets spent most of June in an eerie calm as volumes, electronic trading,...
If the financial industry still held any objections to the case for providing firmwide...
Although the prospect of an FTT for the U.S. has been proposed multiple times since the 60s, it...
Corporates are arguably the most important segment to FX markets. This report examines how...
With COVID-19 arriving on the heels of a series of crises that already had India’s companies...
We collected feedback from corporate treasurers and institutional investors globally to learn...
We asked buy-side traders to name the brokers whose execution coverage had been most helpful to...
Recognizing Standout Dealers Amid Crisis
April, 2020
Some dealers have consistently stood out over the past month and we expect them to reap the...
When the entire SEC is ordered to work from home, it’s time to talk about market surveillance...
Corporate treasury departments are increasingly recognized for what they have always been:...
The Future of Trading: Technology in 2024
October, 2019
We examine the forces and technology driving the trading desk of the future from the vantage...
With the initial shock of the COVID-19 pandemic behind us, corporates in Asia are gradually...
The Eerie Calm in U.S. Treasury Markets
July, 2020
To say that the trajectory of the virus and its impact on the economy remain uncertain is an...
As corporates attempt to secure additional funding during the downturn, banks (and other...
We collected feedback from corporate treasurers and institutional investors globally to learn...
The COVID-19 crisis has raised the awareness of supply chain disruption risk and as a...
Brash of the Titans
June, 2020
In a somewhat unusual presentation on Monday, June 22, 2020, the SEC and the Anti-Trust...
COVID-19 Impact on Bank Servicing Models
June, 2020
Commercial banks are redefining servicing models for small and midsize companies to prepare for...
Outsourced Trading in a Mad, Mad World
June, 2020
The COVID crisis turned the trading world on its head. In the midst of unprecedented volume and...
The COVID-19 pandemic has given the biggest brands in asset management an advantage in the race...
The 2019 Greenwich Quality Leaders in U.S. Investment Consulting have set themselves apart from...
As European companies respond to historic volatility in currency markets triggered by the COVID...
Canadian FX, a Tale of Technology and Talent
April, 2020
Although the players remain the same, Canadian foreign exchange today is a different, and...
Which Banks Stand Out in Volatile FX Markets?
April, 2020
In foreign exchange, a massive spike in volatility due to the COVID-19 crisis and a nearly...
Macroeconomic volatility in Asia could actually be working to the advantage of the world’s...
The combination of macroeconomic volatility, slow economic growth, historically low interest...
Sell-Side Investments in Tech Benefit Investors
February, 2020
Fixed-income dealers’ response to long-term challenges facing the industry could be working to...
Data Spotlight
Featured
Purpose-Driven Branding
What Crises Teach Us about the Power of Finding Your Authentic Voice
Best-in-class managers are using strategies and tools to build and curate trustworthy brands – a characteristic that Greenwich data shows to be positively correlated with perceptions of excellence across several important service and investment attributes.
One of the most tangible ways that firms have worked to accelerate the process of building trust is through the development and distribution of high-quality, unique and value-added thought leadership.
Download this report to learn about the key building blocks and techniques that leading asset management firms employ to enhance their brands.
Financial Transaction Tax - What is it Good For?
In reviewing the history, research and the results of our study of market participants, it is clear that imposing a financial transaction tax (FTT) on the U.S. securities markets is likely to have far-reaching negative consequences.
Download this report and learn more about an FTT, such as why:
- 65% of respondents believe an FTT will negatively impact their own 401(k) or other retirement portfolios
- 72% of respondents expect an FTT would harm retail trading and retail traders
- 84% think an FTT would negatively impact active managers, due to their more frequent trading, thus accelerating the move to passive trading
Extraordinary Actions for Unprecedented Times
Bank Responses to COVID-19 Crisis in Lending, Deposits and Cash Management
U.S. banks are taking extraordinary steps to help companies survive the COVID-19 crisis and head off what could be the next major threat: a potential tidal wave of loan defaults.
Greenwich Associates and S&P Global Market Intelligence surveyed 36 wholesale banking divisions from 25 U.S commercial banks to better understand how banks are responding to the economic crisis triggered by the COVID-19 pandemic.
Download this report to learn about our primary findings and key insights.
Sales Performance Excellence
Strategic Prospecting and Engagement
Amid the current focus on investor innovation in data analytics to gain an edge in their portfolios, there is another area in which asset managers are using analytics to create a competitive advantage: sales.
A new report from Greenwich Associates finds that top quartile distribution professionals attract close to three times the amount of assets annually as median professionals.
The secret weapon is data analytics that allow them to precisely locate attractive targets and tailor custom sales pitches.
