- Goal setting
- Resource allocation
- Market trends
- Brand reputation
- Competitive landscape
Our unique data, analytics & insights help clients improve business performance.
Greenwich Associates benchmarking data was used to validate our internal assumptions. By reinforcing the pillars of our digital program we secured the resources we needed to regain our leadership standing.” – Large U.S. Regional Bank
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
Many small businesses have found their banks ill equipped to handle their Small Business...
Pandemic Perspectives – A New World Order
June, 2020
We believe that the COVID-19 crisis is a seminal event for the asset management industry from...
We gathered feedback from 93 Asia-based buy-side fixed-income investors to learn more about the...
The crisis will accelerate the trend toward environmental, social and governance (ESG)...
We asked buy-side traders to name the brokers whose execution coverage had been most helpful to...
No matter how comfortable you felt in a virtual environment prior to the current crisis, by now...
J.P. Morgan stands out as the most-cited dealer for standing by clients across European fixed...
As the lockdown gradually eases in many countries, institutional investors are increasingly...
We gathered feedback from buy-side fixed-income investors across Europe to learn more about the...
The coronavirus has interrupted businesses and made the process of maintaining personal...
COVID-19 Impact on Equity Markets
May, 2020
To learn more about the impact COVID-19 has had on equities markets and how brokers have...
Recognizing Standout Dealers Amid Crisis
April, 2020
Some dealers have consistently stood out over the past month and we expect them to reap the...
Institutional investors have access to a huge flood of investment information and analysis, but...
We asked institutional investors which asset managers are best-in-class when it comes to...
COVID-19 Impact on FICC Markets
April, 2020
While it is too early to pinpoint what might change in financial services, we discuss how...
Small businesses that have applied for a loan under the SBA’s Paycheck Protection Program have...
Buy-side fixed-income investors share insights about the impact COVID-19 has had on markets,...
An initial assessment of how well asset managers have been able to serve their institutional...
With no sign of abating globally, the impact of the coronavirus is testing the support that...
Most experts are predicting a global recession on the horizon. While this is entirely unwelcome...
As commercial and corporate banks continue to adapt to the COVID-19 situation, one of the...
In dark periods like this, asset managers that step up to the plate and offer compassionate,...
The COVID-19 virus is incredibly sad and frightening on a personal level, yet there are...
In mid-April 2020, Greenwich Associates and S...
Among the myriad ways the COVID-19 crisis will reshape the global economy, the pandemic could...
Corporate bond market structure has shown its resilience in 2020 like never before. Even in the...
Buy-side fixed-income trading desks have faced mounting demands on their time: the explosion of...
Market data, in all its formats, has long been heralded as the lifeblood of trading. In the...
Even as countries around the world are planning to emerge from lockdown conditions, there is no...
Sentiment, Signals and Surveillance
May, 2020
Starting with the increase in computational power in the 1980s, NLP has continued to expand and...
After the rollercoaster of March, which experienced first a panic among investors, then a rush...
Volumes dropped steadily throughout April as markets came to grips with the new normal: Fed...
Even if you knew in advance who was the best axe in every name you called for the past five...
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...
We asked institutional investors which asset managers are best-in-class when it comes to...
An initial assessment of how well asset managers have been able to serve their institutional...
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:...
Commercial banks fighting for market share in a consolidating industry have a powerful new...
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...
Many small businesses have found their banks ill equipped to handle their Small Business...
Pandemic Perspectives – A New World Order
June, 2020
We believe that the COVID-19 crisis is a seminal event for the asset management industry from...
We gathered feedback from 93 Asia-based buy-side fixed-income investors to learn more about the...
The crisis will accelerate the trend toward environmental, social and governance (ESG)...
We asked buy-side traders to name the brokers whose execution coverage had been most helpful to...
No matter how comfortable you felt in a virtual environment prior to the current crisis, by now...
J.P. Morgan stands out as the most-cited dealer for standing by clients across European fixed...
As the lockdown gradually eases in many countries, institutional investors are increasingly...
The 2019 Greenwich Quality Leaders in U.S. Investment Consulting have set themselves apart from...
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...
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...
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...
Only 15 of more than 600 banks evaluated won a Greenwich Best Brand Award.
Data Spotlight
Featured
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.
Crafting the Optimal China Allocation Strategy
Many pension funds, endowments, foundations and other institutional investors have hesitated about making direct investments in China due to a variety of reasons.
However, as projections suggest that China may soon emerge as the world’s biggest national economy, many asset owners and investment consultants have begun to reassess the optimal level of China exposure in their portfolios and how to best achieve this objective.
Download this report to learn about the role China plays in institutional portfolios.
Forward and Upward
Changing KPIs Force Treasurers to Improve Their Risk Technology
Corporate treasury departments are increasingly being asked to take on a greater role as strategic advisor to the business as a whole. The demands of these higher level initiatives mean treasurers and their teams need to save time by automating many of the routine tasks that once made up the bulk of their day-to-day work.
In this new Greenwich Associates report we perform a wide ranging but deep analysis into the world of corporate treasurers at industry leading firms, the structures in which they operate, the challenges they face, and how they overcome them.
