We strongly believe the human banker will remain the cornerstone of commercial and corporate banking relationships. Going forward, AI will make bankers more effective in their client interactions by customizing presentations, generating personalized insights and recommendations, and contributing to solutions tailored to individual clients.
Market complexity is off the charts. While market risk hasn’t fundamentally changed, the factors that are feeding into it have. This paper focuses on the recent macroeconomic alphabet soup of happenings and how sell-side risk is being impacted under...
Relationships between banks and their commercial clients have hit a rough patch. Over the past year, key measures of client satisfaction have tumbled for U.S. commercial banks, with average Net Promoter Scores (NPS) dropping four points for...
In 2Q22, Coalition Index Investment Banking revenues were down by (8)% on a YoY basis.
Corporate bond markets in September were volatile, with price/yield swings on some days falling into the “that will never happen” category.
U.S. Treasury trading market structure has been under heavy scrutiny since the fash rally eight years ago this month. The chaos of March 2020 reinvigorated the conversation, particularly in policy circles, that the abrupt moves and episodic...
How can asset managers most effectively acquire new talent? What are the keys to maintaining high levels of employee engagement and retention? How do managers build and reinforce a strong, distinctive and innovative corporate culture in the new...
What are best-in-class approaches to maximize brand impact and communicate differentiation? How can managers use their strong brand image to solidify opportunities? What insights were learned regarding brand image during the pandemic and what...
How do you get the attention of field consultants? What information and insights do they most value? How do you shift the relationship from gate keeper to advocate to support retention and cross-sales?
How can managers more effectively utilize data on asset owner demographics, consultant usage, persona types, and expected hiring to narrow the sales funnel and tailor marketing materials? How can CRM be used to empower sales professionals rather...
Blockchain, digital assets, tokenization - What is this all about? What factors make digital asset investing unique? What is the applicability to institutional asset owners and managers?
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