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.

While many banks and financial institutions cite loyalty or customer experience as top strategic priorities, surprisingly few firms are fully realizing the potential value from their programs.

Although exchange-traded funds are a relatively recent addition to institutional investing in Latin America, ETFs are quickly taking on an important role in institutions’ portfolio management toolkits. Institutions in Latin America are introducing...

As emerging market countries evolve from resource-based, highly concentrated economies to more diversified and dynamic economies... 

We segmented institutional investors into six categories to provide asset managers and consultants with a more actionable segmentation approach...

ETFs are on track to becoming common instruments in institutional portfolios, alongside stocks, bonds and derivatives...

AI is now being utilized in finance, with applications related to fraud detection, credit scoring and robo-advising. To date, most of these are focused on retail rather than institutional applications, but this is rapidly changing...

The results of the Greenwich Associates 2016 European Exchange-Traded Funds Study show that institutional investors are turning to ETFs for liquidity, ease of use and fast access to exposures.

Institutional assets are flowing into exchange-traded funds as U.S. institutions integrate ETFs into essential functions ranging from risk management and liquidity enhancement to... 

Exchange-traded funds continue to attract new institutional users and assets in Asia, driven by significant growth among asset managers, institutional funds and insurance companies. The results of the Greenwich Associates 2016 Asian ETF...