Announcing Greenwich Share and Quality Leaders in 2021 European and Asian Corporate Banking

February 24, 2021

From a corporate finance perspective, the biggest challenges for large companies in Europe and Asia in 2020 related to operations. However, fast response from central banks and governments globally avoided a liquidity crisis and set financial...

The Promise of Client Personas: More Sales, Better Asset Retention, Higher Profits

February 23, 2021

Asset managers are discovering a new tool in the fight for increased profitability in an increasingly competitive institutional market: persona client segmentation. 

Institutional Investors Ramp Up Compliance Budgets For Work From Home

February 23, 2021

Almost 70% of buy-side firms plan to increase compliance budgets in 2021, following the unprecedented market upheaval and operational crises triggered by the COVID-19 pandemic. 

New “Tech and Touch” Service Model Already Reshaping the Role of Wealth Advisor

February 16, 2021

Only 70% of the wealth clients participating in the 2020 Greenwich Associates Wealth Benchmarking Study reported high satisfaction with their U.S. wealth advisor. 

Could Institutional Investors Outsource Their Trading Desks?

February 11, 2021

While fewer than one-in-10 institutional investors currently outsource their trading desks, one third of the investors participating in a recent study by Greenwich Associates see outsourced trading desks as a good solution to help buy-side firms...

COVID-19 Forced U.S. Middle Market Companies To Embrace Digital Banking; That Could Be Bad News For Regional And Community Banks

February 10, 2021

Regional and community banks scored points with U.S. middle-market companies last year by leveraging their high-touch service models to provide support during the COVID-19 crisis.

U.S. Small Businesses Pass Judgment On Banks’ Performance During COVID-19 Crisis

February 9, 2021

Expected turnover will likely bring new business to banks that stepped up to provide small businesses with the support they needed last year—especially the regional and community banks that took home Greenwich Excellence Awards in Small Business...

Greenwich Associates and BizEquity team up to offer new cloud based banking data service

February 2, 2021

This combined data offering will help unlock funding for small and mid-sized businesses by providing banks with ‘next-gen’ intelligence on company valuation and financial service spending

After COVID-19 disruptions, TCA regains momentum on equity trading desks in North America

February 2, 2021

Although the crisis slowed the overall expansion of TCA, it did not stop its evolution into an increasingly important tool for trading desks.

Greenwich Associates Announces 2020 Share and Quality Leaders, Excellence Awards in U.S. Large Corporate Banking, Cash Management, Trade Finance

January 19, 2021

Although liquidity disruptions caused by the COVID-19 crisis were thankfully short-lived for most large U.S. companies, corporate executives and treasury officials have not forgotten which banks stepped up to help in Spring 2020, and which didn’t.