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The unspoken truth: What equity traders wish their brokers understood (but are too polite to say)

A good broker can transform an equity trader’s day. They’re not just order-takers, they’re problem-solvers, partners and sometimes even advisors. But reaching that level of trust and understanding requires give and take. Communication is key—and sometimes, that means having tough conversations. To spark a healthy dialogue, we surveyed 40 U.S. buy-side traders about what they wish their brokers understood better about their daily grind.

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Equity Brokers

Bank Operations and the Customer Experience

Greenwich Report
August 11, 2017

Banks that limit their customer experience management (CEM) programs to “front-office” or customer-facing staff are not addressing every element that affects customers.

How Commercial Banks Win in Wealth Management

Greenwich Report
August 10, 2017

In this paper, we will show how commercial banks can employ CEM principles and techniques to energize internal referral processes to boost new customer acquisition and expand share of wallet with existing clients.

The Fixed-Income Dealer Evolution

Greenwich Report
August 1, 2017 By: Kevin McPartland

Bond dealing desks are different than they once were. Phones are used less, computers more, and compliance requirements are now handled with the highest priority—all while technology budgets and headcounts have been reduced. But as we edge closer to...

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