- Goal setting
- Resource allocation
- Market trends
- Brand reputation
- Competitive landscape
Our unique data, analytics & insights help clients improve business performance.
“Our Bank measured loyalty for many years, switching vendors every few years to save money or try a new metric. We never really did anything with the data. With Greenwich Associates, we now drive action planning and are seeing our customer loyalty scores actually start to improve.” – Head of Retail Banking, Community 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
The day-to-day aspects of the FX market have largely returned to normal from the periods of...
On the long list of things that remain uncertain in the world, U.S. interest rates are not one...
While trading was interesting, credit market structure was more a story of the dogs that didn't...
All Electronic Trading is Not Created Equal
October, 2020
Defining electronic trading matters. It matters not just to market observers, but it matters to...
Decision Time for Asset Managers
October, 2020
The economic consequences of COVID-19 could represent an existential crisis for some asset...
Rule 606(b)(3) and Beyond
October, 2020
Institutional traders have long sought data from their brokers to help validate their best...
Overall executive optimism has turned slightly positive. Those with a negative outlook voice...
Banking After COVID-19
September, 2020
Coalition Greenwich analyzes how the crisis has affected banks and their clients, provides...
Decision Time for Asset Managers
October, 2020
The economic consequences of COVID-19 could represent an existential crisis for some asset...
The Changing Role of Media for Financial Advisors
August, 2020
So where are financial advisors turning for information? The recent mandatory work-from-home...
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...
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...
Financial Transaction Tax Tango
September, 2020
Ah, the siren song of easy money—that is what the idea of a financial transaction tax (FTT)...
Market Data Seeds the Cloud
September, 2020
Over time, the market has come to embrace cloud in more and more aspects of trading technology...
How has COVID-19 Impacted Client Experience?
August, 2020
Those organizations truly committed to customer experience prior to the pandemic thrived in the...
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...
The COVID-19 crisis has raised the awareness of supply chain disruption risk and as a...
We collected feedback from corporate treasurers and institutional investors globally to learn...
A small group of asset managers—including Allianz Global Investors, J.P. Morgan Asset...
2020 Greenwich Leaders: Asian Large Corporate Trade Finance
September, 2020
Greenwich Associates presents the regional list of 2020 Greenwich Share and Quality Leaders in...
2020 Greenwich Leaders: European Large Corporate Trade Finance
September, 2020
Greenwich Associates presents the regional list of 2020 Greenwich Share and Quality Leaders in...
Throughout these tumultuous conditions, a small group of leading managers have strengthened...
The 2020 Greenwich Quality Leaders℠ in U.K. Institutional Investment Management Service are...
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...
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...
Banking After COVID-19
September, 2020
Coalition Greenwich analyzes how the crisis has affected banks and their clients, provides...
Short Duration Credit
September, 2020
The COVID-19 crisis has elevated the awareness of and need for portfolio liquidity, while also...
The Changing Role of Media for Financial Advisors
August, 2020
So where are financial advisors turning for information? The recent mandatory work-from-home...
The persistent growth trajectory of the trade surveillance technology market has surprised many...
If the financial industry still held any objections to the case for providing firmwide...
How has COVID-19 Impacted Client Experience?
August, 2020
Those organizations truly committed to customer experience prior to the pandemic thrived in the...
With the initial shock of the COVID-19 pandemic behind us, corporates in Asia are gradually...
As corporates attempt to secure additional funding during the downturn, banks (and other...
Data Spotlight
Featured
Decision Time for Asset Managers
The economic consequences of COVID-19 could represent an existential crisis for some asset management firms, forcing managers around the world to make hard strategic choices to protect their businesses.
This report explains why asset managers face a fundamental strategic choice between reaching for scale and striving for distinction, and why managers who fail to choose one of those lanes will put their businesses at risk.
Download the paper to understand how managers can out-execute the competition and position themselves for not only survival - but future growth in a post COVID-19 world.
Rule 606(b)(3) and Beyond
Institutional 606 (i.e., SEC Rule 606(b)(3)) went fully live in July of 2020.
Brokers are now responsible for providing buy-side firms ad hoc reports detailing how their not-held orders were handled, including through the use of Actionable IOIs. The seemingly never-ending cascade of increasing data and different execution choices can seem overwhelming.
Our report dives into the details to try to help to distill some signal from the noise.
The Fixed-Income Trading System Evolution
There is no lack of information today, but gathering it, analyzing it and acting on it still requires new technology and the ability to use it. Enterprise trading platforms are a critical piece in that puzzle, particularly for OTC fixed-income markets.
This report examines:
- The use of order and execution management systems in fixed-income markets today
- The functions and features valued by the buy side when choosing their trading technology
- The most in-demand tools now included in cutting edge enterprise trading technology offering
Short Duration Credit A Multifaceted Addition to the Fixed-Income Toolbox
A Multifaceted Addition to the Fixed-Income Toolbox
New data reveals that even before the latest set of challenges related to the pandemic, and even more so now as institutions recalibrate their portfolios in response to today’s unprecedented conditions, many would benefit from assets that can help utilize their privileged liquidity position, protect principal and enhance yields.
Download the Report to learn how institutions are using short duration credit as part of their strategic response to these issues.
