- Goal setting
- Resource allocation
- Market trends
- Brand reputation
- Competitive landscape
Our unique data, analytics & insights help clients improve business performance.
My regional sales team used Greenwich Associates data to identify multiple sales leads with prospects and upsell opportunities with existing clients. Invaluable insights we would not have had if we were doing analytics without Greenwich Associates.”– Head of Commercial Banking
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 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...
Crafting the Optimal China Allocation Strategy
April, 2020
Many asset owners and investment consultants have begun to reassess the optimal level of China...
Electronification has created opportunities and perhaps the most interesting and most analyzed...
Trends of Buy-Side Trading Desk Spending
March, 2020
With the buy side trading desk allocating just over one-third of its budget to technology,...
Corporate treasury departments are increasingly recognized for what they have always been:...
Institutional investments in liquid alternative ETFs will more than double in the next 12...
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...
Pricing in Asset Management: From Art to Science
September, 2019
Examine the causes and consequences of fee compression in the asset management industry and...
Steampunk Settlement
June, 2019
Distributed ledger technology (DLT) has a big role to play in improving the quality of the...
Demystifying Alternative Data
May, 2019
Alternative data has been around for at least a decade, but an increase in adoption is making...
ESG Investing: The Global Phenomenon
November, 2018
Over the first half of 2018, Greenwich Associates conducted a unique global research initiative...
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...
When the entire SEC is ordered to work from home, it’s time to talk about market surveillance...
We believe that an exploration of suspension of UTP is certainly an appealing concept. If the...
Forget trading. Market and trade surveillance technology has proven itself as one of the best...
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...
New data shows that the “effectiveness of digital channels” now ranks as the number-one driver...
The award winners in U.S. Middle Market Banking all have one thing in common: they deliver...
Only 16 of more than 600 banks evaluated won a Greenwich Best Brand Award.
Only 15 of more than 600 banks evaluated won a Greenwich Best Brand Award.
The 2019 Greenwich Quality Leaders in U.S. Institutional Investment Management Service are AB,...
Data Spotlight
Featured
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.
Reimagined Client Experience
Leveraging Technology to Deepen Institutional Relationships
Greenwich Associates launched an initiative designed to uncover how asset managers can invest in and use technology to improve and redefine the client experience.
“This is a critical issue for asset managers, given that technology is playing a bigger role in institutions’ expectations about client service and its impact on managers’ key business metrics like cross-selling rates,” says Susan Gould, author of the new report.
In this new report, we provide asset managers with a roadmap to meet the tech expectations of their institutional clients.
Increasing Relationship Manager Productivity
It’s Less About Who You Know and More About What You Know
Despite the many changes in commercial banking over the past decade, the relationship manager remains the lynchpin of the relationship between companies and their banks. However, the nature of the RM role is changing along with the industry.
In this paper, we look at how that role is evolving, and how banks can utilize analytics and other information tools to dramatically increase the productivity and effectiveness of their RMs.
