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How banks can prepare for a future with AI

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.

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Banks AI Prepare

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...

Top Five Dealers Dominate FX, But Less Than Before

Greenwich Report
June 22, 2017 By: Kevin McPartland, Brad Tingley

In 2015 Greenwich Associates research found that the top five FX dealers were ceding market share to regional and smaller firms. Two years, Brexit and a surprise U.S. election later, our latest research has found that these trends have continued.

Long-Term Investors Embrace FX Algos

Greenwich Report
June 14, 2017

This new Greenwich Report shows how an increased focus on best execution and the growing use of transaction cost analysis (TCA) are fueling the adoption of algorithms in foreign exchange. 

The Impact of MiFID II on Equity Trading

Greenwich Report
June 8, 2017

With research fully unbundled from trading, asset managers will select their trading counterparties based solely on their trading prowess. MiFID II regulations also include new rules specifically addressing...

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