Greenwich Associates Managing Director Don Raftery walks you through the evolution of banking, including his outlook for the future.
Featured Blog
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.
Transformation in the U.S. Bond Market
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Greenwich Associates hosted a webinar with Bond Dealers of America, the only national trade association exclusively dedicated to representing the banks and broker-dealers that focus primarily on the U.S. fixed income markets.
John Colon and Richard Johnson examine the U.S. equity market.
Best Practices for Formal Meetings with Investment Consultants
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Greenwich Associates' Christopher Dunn shares some of the insights about how to prepare for a formal meeting with an investment consultant.
Greenwich Associates Most Impactful Research Findings of 2015
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A review of the top market structure trends of 2015 and what they mean for 2016.
Persona-Based Client Segmentation Model for Investment Managers
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November 18, 2015
By:
Andrew McCollum, Davis Walmsley
Learn how managers can upgrade their distribution models to better serve an increasingly complex and fragmented institutional client-base.
Differentiated Customer Experience Through Advanced Segmentation
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November 12, 2015
Gary Parilis and Larry Baily explore the various types of market segmentation available and provide guidelines for which option is best for a given situation or need.
Swap Execution Facilities: What's Next?
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Kevin McPartland, Head of Market Structure and Technology Research, and special guest speakers take a closer look at Swap Execution Facilities.
Mobile Banking Capabilities in Wholesale Banking
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The changing importance of mobile in the wholesale landscape and the realities of an effective mobile platform.
Learn share how companies in the financial services sector are benefitting from an EFM implementation.
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