Press Releases

Unique Markets Create Unique Opportunity for Wealth Managers

November 2, 2021

The share of U.S. retail investors ranking their financial advisors’ presence on social media as an important component to their relationship grew to almost 40% in 2021 from just 12% in in 2016.

A Potential On-Ramp to Crypto for Institutional Investors

November 2, 2021

Buy-side and sell-side market participants are eyeing derivative and synthetic instruments as a potential on-ramp for institutional participation in the crypto currency markets.   

Renewed Economic Uncertainty Underscores Importance of Bankers and Tailored Advice in an Increasingly Digital Age

October 27, 2021

U.S. Commercial banks have an opportunity to strengthen client relationships by providing advice and support to small businesses and middle-market companies concerned about inflation, supply-chain disruptions and other threats to the economy.

Growing Use of Alternative Data Puts Focus on Data Management

October 26, 2021

Demand for new sources of data among institutional investors is driving double-digit growth in annual budgets for “alternative data” and putting new emphasis on internal data management capabilities. 

On Crowded Retail Fund Platforms, Asset Managers Try to Stand Out with Thematic Funds and Superior Service

October 26, 2021

In a year of surging capital market inflows and soaring equity market valuations, the biggest challenge for many asset managers was getting their funds to stand out in a crowded field of attractive products on retail distribution platforms. 

Facing Margin Pressure and Rising Client Expectations, Asset Managers Seek New Service Strategies

October 19, 2021

Faced with increasingly fast and complex markets and constrained by budget limitations, asset owners are asking their asset managers for insights, advice and enhanced levels of service.

Redefining Customer Experience in Financial Services in 2021; Announcing 2021 Greenwich CX Leaders Awards

October 12, 2021

The annual Greenwich CX Leaders Awards recognize financial services leaders that excel in customer satisfaction, customer loyalty and creating an environment that is easy for the customer to do business.  

For U.S. Equity Brokers, Volatility Brings Long-Awaited Boost to Payments for Research and Trade Execution

October 12, 2021

The surge in trading activity triggered by the crisis last year fueled an increase in buy-side spending that reversed a decade-long decline on payments for trade execution and research. 

Financial Service Firms Manage Reputational and Regulatory Risk by Investing in Compliance Technology

October 5, 2021

Financial service firms are making major investments in the policies and technology platforms required to prevent ethical lapses that put their reputations and businesses at risk.  

FX Investors Continue Adopting Digital Tools to Optimize Trade Performance

September 21, 2021

Liquidity in both the investment-grade and high-yield corporate bond markets has either reverted back to its 2019 state or has improved since the start of the pandemic, according to 70% of the corporate bond liquidity providers.