- Goal setting
- Resource allocation
- Market trends
- Brand reputation
- Competitive landscape
Our unique data, analytics & insights help clients improve business performance.
“Market intelligence and perspectives from Greenwich Associates is a critical component of how we validate and refine our current business strategy.” – Head of Fixed Income, Global Investment 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
Digital capabilities are now taking center stage, as corporates in India accelerate their use...
The 2020 Greenwich CX Leaders recognize financial services leaders that have maintained...
Regtech’s Incredible Year and What Lies Ahead
November, 2020
Greenwich Associates closely examines the immediate and long-term effects the unprecedented...
The Future of Banking: Digital Transformation
November, 2020
The COVID-19 crisis is accelerating innovation and spurring a new round of technology...
The disruption that is 2020 may have slowed some market participants' streaming efforts despite...
The most interesting element of October for electronic trading of corporate bonds was the sharp...
U.S. Capital Markets Performance During COVID: Equities
November, 2020
On February 24, 2020, U.S. equity markets began a precipitous four-week decline, punctuated by...
Bond Dealers Adapt Through an Unprecedented 2020
October, 2020
Historical highs and lows in the U.S. corporate and municipal bond markets punctuated all of...
The Future of Banking: Digital Transformation
November, 2020
The COVID-19 crisis is accelerating innovation and spurring a new round of technology...
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...
Money in Motion for Commercial Banking
November, 2020
Greenwich Associates announces those banks viewed by their commercial banking clients as “...
We collected feedback from corporate treasurers and institutional investors globally to learn...
Two factors—integrating workflows and an expanding product base—hold the key to growth of...
Money in Motion for Commercial Banking
November, 2020
Greenwich Associates announces those banks viewed by their commercial banking clients as “...
In the buildup to the U.S. presidential election, Coalition Greenwich canvassed global FX...
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...
The 2020 Greenwich CX Leaders recognize financial services leaders that have maintained...
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...
Digital capabilities are now taking center stage, as corporates in India accelerate their use...
U.S. Capital Markets Performance During COVID: Equities
November, 2020
On February 24, 2020, U.S. equity markets began a precipitous four-week decline, punctuated by...
A small group of asset managers—including Allianz Global Investors, J.P. Morgan Asset...
The day-to-day aspects of the FX market have largely returned to normal from the periods of...
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...
Data Spotlight
Featured
U.S. Capital Markets Performance During COVID: Equities
Amid this year’s historic surge in trading volume and volatility, U.S. capital markets responded as they are expected to — by efficiently bringing buyers and sellers together. That accomplishment is a testament to the resiliency of a market structure that shined during perhaps its biggest test.
Our new report presents the results of deeper analysis into off-exchange trading and other aspects of U.S. equity and options market structure during the crisis.
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