Leading global investment banks and numerous regional banks rely on us for client analytics and to measure and improve business performance.
We interview more than 10,000 of the most active and influential portfolio managers, traders, analysts, and corporate treasurers each year. As a result we can provide you with 360-degree views of market position, share of wallet, service quality, brand health, and key market trends. Our information is offered at the market or segment level as for individual accounts and can easily be imported into your CRM or other client analytics applications.
Our extensive, proprietary research is coupled with the experience of our market experts who help analyze results and identify action plans. This combination provides you with the information necessary to identify – and confidently act upon - opportunities to grow revenues and improve performance including:
Share of wallet and trading levels
Market trends, trading volumes, product demand, drivers of product demand
Analysis of individual dealers competitive positioning on wallet share and across qualitative performance areas in sales, trading, research and back office capabilities
Extensive coverage of e-trading platforms, online capabilities, e-trading market share, and dynamics relating to executing trades online vs. voice
The municipal bond market is viewed by many as frozen in time. Innovation has been focused primarily on corporate bond and U.S. Treasury trading, but it's time for the impressive evolution of the municipal bond trading to enter the spotlight.
In every industry, data analysis is becoming a key competitive differentiator. Online retailers track users and clicks, shipping companies optimize logistics and in finance, just about every piece of information has a data value assigned to it.
Competition among order and execution management systems providers has always been fierce. In 2018, the buy side spent $1.4 billion on OMS and EMS, and nevertheless, competition is about to get even tougher.