Leading global and regional investment banks and dealers rely on us for client analytics, benchmarking and identifying revenue opportunities in fixed income, equities, FX, and derivatives.
For wallet opportunities, we provide unique data that identifies the drivers of wallet share and how you perform on those drivers – which is critical to winning more business.
We capture data from more than 10,000 of the most active and influential portfolio managers, traders, analysts, and corporate treasurers each year. As a result, we can provide investment banks with 360-degree views of market position, share of wallet, service quality, brand health, and key market trends. Our data is offered at the market or segment level for individual accounts and can easily be imported into your CRM or other client analytics applications.
Our extensive, proprietary data is coupled with the experience of our market experts who help analyze results and identify action plans. This combination provides you with the information necessary to identify – and confidently act upon – opportunities to grow revenues and improve performance, including:
U.S. equity commission wallets are down almost 50% since their peak in 2009. This presents challenges for brokers in terms of lower revenue and profitability, causing many to rethink their business models.
Distributed ledger technology (DLT) has a big role to play in improving the quality of the settlement infrastructure, but it may not be able to replace it entirely without imposing the very costs it was designed to reduce.