Benchmarking & Competitive Intelligence

Benchmarking & Competitive Intelligence services have become more relevant to the successful delivery of business strategy and maintenance of a competitive proposition. Our Benchmarking & Competitive Intelligence business need is a resource to support your discovery, understanding and engagement of the various solutions, solution providers and relevant knowledge resources in this area.

  • Total Solutions72
  • Solution Providers46
  • Knowledge Resources30
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Featured Solutions

London, United Kingdom

CIL Management Consultants

Founded in 1986, CIL has extensive experience helping businesses to identify and prioritise the best opportunities for growth. We approach our clients’ challenges with passion and energy, conducting exhaustive and tailored analysis, guided by deep industry expertise. Typical engagements involve extensive primary research, competitor assessment and evaluation of business performance. We......

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London, United Kingdom

11:FS Pulse

Stay ahead of the curve Keep on top of the latest market trends with our dynamic and continuously refreshed competitor analysis. Our rich database has user journey videos from leading fintech and financial services companies as well as best in class examples from other industries across the globe. Solve today's problems See how......

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London, United Kingdom

Adviser Market

Adviser Market: Size and Structure Adviser Market: Adviser Propositions Adviser Market: Digital Developments Adviser Market: Charging Models Background Despite the importance of financial advisers in the retail investment industry, there is little analysis and insight on the shape, structure and evolution of the adviser market. The Adviser Market research stream aims to address this gap by......

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London, United Kingdom

Adviser Platform Guide

Our subscribers include fund managers, platforms, technology firms, larger distributors and product providers. Insights are delivered through reports, analyst briefings and online presentations. Adviser Platform Subscription to Platforum research allows firms to benchmark themselves against competitors and the wider industry and to keep abreast of market trends and changes. Our insights help......

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Singapore, Singapore

AFFLUENTIAL Wealth Report 2020

Some of the topics covered in the report include: Wealth levels Source of wealth Asset allocations Investment profile and priorities Criteria to choose wealth management / bank / credit card and insurance brands Brand positioning Sustainable investing Investments of passion Millionaire segments and profiles Banking needs VIP privilege & credit card needs Insurance needs Wealth management needs Wealth inheritance needs Digital vs Face-to-Face servicing preferences Expectations......

Toronto, ON, Canada

Analytics as a Service

Our teams can help you to capture and analyze data to better understand behavioral drivers of customers, unique attitudinal segments and consequently innovative ways to shape and evolve the digital channel for specific customer needs.  If the customer is your staff we can also make use of data to enhance your......

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Geneva, Switzerland

aperture Strategy Consulting

We work with companies and their investors and help them navigate the paradigm shift, while conferring on their business an unfair advantage.  We help design, build, fund and scale business models that  maximize demand-side economies of scale. We work with tech start-ups as they scale, with incumbents as they launch new......

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Irving, TX, United States

Benchmark Assessment Report™

How does your business compare to other elite advisors across the country? What are you doing today to become even more client focused and to improve the business value of your practice? Whether you’re already a top producer, or aspire to build a larger practice, every successful advisor is always seeking new,......

London, United Kingdom

Benchmarking

Our benchmarking studies focus on comparable cost, performance and capability metrics across a range of functions to give clients invaluable insight into their relative cost and performance profile. Our tools help clients collate, normalise and analyse data to make impartial, data-driven observations and recommendations. Our research covers investment operations, transfer agency,......

London, United Kingdom

Benchmarking

Each area provides the practical steps that enable our clients to improve their business performance. Fees and other financial costs assessment Mid-term outsource benchmarking Oversight and governance Prevailing best practice contractual protections Service standards and effectiveness ...

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Frankfurt, Germany

Benchmarking

Identifying your potential An abundance of knowhow and experience provides us with the expertise needed for the implementation and optimisation of sustainable sales products and solutions for interest rate and currency management. For a long time, we maintain the interest rate, currency, and resource management of several customer focused banks. Starting point......

Boston, MA, United States

Benchmarking Services

Get a comprehensive view of the market Uncover new opportunities by assessing the software or services market. The software and services market is moving fast. If you haven't undergone a search and selection recently, you could be missing out on new opportunities for functionality and cost efficiency. Citisoft benchmarking services offers a......

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London, United Kingdom

Bespoke Research

Examples include: defining compensation strategy, identifying fee structures of peer businesses and modifying your own structures, identifying cost saving opportunities and comparing the main drivers of front office productivity. Compeer’s unique research can also underpin the development and execution of a company’s growth strategy for the wealth management sector....

Sydney, NSW, Australia

Brand Tracking

Our Brand Tracking research helps you identify your brand strength relative to key competitors, identifying areas of strength and weaknesses to focus your attention in the right areas. Our research covers the following key aspects: Brand awareness (prompted and unprompted) Brand distinctiveness Brand equity Brand utility Brand positioning in the market Brand attributes/personality Brand consideration Advertising recall Emotional appeal ...

London, United Kingdom

Business Performance Benchmarking

Our benchmarking services are outlined below: Annual and quarterly benchmarking service Approximately 50% of the industry (80+ firms) participate directly in our annual and quarterly benchmarking services, with the remaining firms’ data collected from official documents in the public domain to form our annual Industry Report. The benchmarking services comprise: The annual report......

London, United Kingdom

Business Planning

We work alongside management teams to assist them in developing their business plans. Whether it is post-acquisition planning or a five-year strategic growth plan, we work closely with business leaders to support them in achieving their goals....

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Boston, MA, United States

Cerulli Edge Series

The Cerulli Edge, our unique suite of twelve periodicals, provides our clients with ongoing access to our latest analysis and research on topics of interest to them. Subscribers receive a complete glossary of relevant terminology alongside these publications. Cerulli Edges are available by individual issue or annual subscription. Purchase includes: Digital copy and hardcopy in color Distribution to......

Boston, MA, United States

Cerulli Report Series

Annual reports span Cerulli’s core practice areas and are comprehensive sourcebooks with metrics and data for business planning and strategic development. Annual reports are subscription-based and include complimentary access to additional related Cerulli Reports. Cerulli Reports are the most trusted source for comprehensive data and analysis of the global financial services industry. The......

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London, United Kingdom

Citywire Research

Citywire Research provides in-depth knowledge for asset managers as they shape their businesses, whether they are developing a new product, venturing into a new market or recrafting their sales and marketing operations. We can provide answers ranging from hard data to anecdotal feedback along with analytics and interpretation to fathom what......

London, United Kingdom

Client Insight

Drive business growth and performance by bringing the voice of the High Net Worth client into decision making. Our Client Insight practice specialises in understanding ultra/high net worth individuals and the financial institutions with which they interact. Using quantitative and qualitative research methodologies, our solutions cover: Client experience: Understand what your......

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New York, NY, United States

Competitive Analysis

The unifying theme across our work is to serve as your partner acting as a catalyst for change within your organization and then help you lead and drive the change to achieve specific business objectives. Competitive Analysis consulting services is provided from having extensive industry knowledge of front-office portfolio management technologies, back-office custody......

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Boston, MA, United States

Competitive Intelligence

Sample engagements include: Advising a large U.S.-based bank on competitive trends and opportunities for its trade finance and supply chain finance businesses Helping a valuation vendor analyze the competitive landscape and find potential functionality gaps Advising a large global analytics firm on acquiring country-specific competitors  Assisting an alternative financial services company with assessing its competitors’......

Edinburgh, United Kingdom

Consultancy

The lang cat has been changing the platform, pension and investment market for the better one company at a time since 2010. We know our stuff. We know your stuff. And we know your customers’ stuff. We balance unparalleled technical understanding, industry experience and know-how with the ability to produce engaging......

London, United Kingdom

Custodian Bank Benchmarking

Our services enable clients to understand the relative service quality and value for money they receive from their service providers, both in absolute terms, and relative to their peers. We help our clients maximise the value and quality of the services they receive, across multiple services, fund types and jurisdictions. Our......

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Lake Forest, IL, United States

Customer Experience and Satisfaction

Our experience in providing customer experience and satisfaction research for more than 25 years makes our ability to provide you with actionable insights incomparable. Our niche market knowledge allows us to develop survey instruments that truly apply to what your customers are experiencing. Unlike large firms that provide massive consumer studies, our market......

Paris, France

Custom Market Analysis

In industries that target the wealthy, firms must decide when to enter new markets and when to restructure their existing market footprints. How do you know where to best focus your firm’s investments? Regardless of the operating environment, companies are always […] Capgemini’s custom market-sizing analysis–based on robust financial modeling–provides a......

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Milton Keynes, United Kingdom

D4 Analysis

D4 carries out due diligence analysis on individuals and corporate entities in the UK. By interrogating thousands of data sources through AI and manual research, we uncover information that helps inform prospective investors and managers about hidden risks, potential issues and future opportunities.  D4 provides three core services: 1: An "early warning"......

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Ghent, Belgium

DataScouts Platform

Your needs Expand your business into new markets Assess the atractiveness of different markets, incl. work and living conditions, the readiness to adopt your product and the overall competitive pressure. Exploit your competitive advantage Competitive analysis is an essential aspect of your business strategy. Systematic competitive profiling is a core aspect of successful businesses. Increase your......

Tigard, OR, United States

DC Benchmarking Services

Use the Right Data All of Fiduciary Benchmarks’ data is obtained directly from the source – the Recordkeepers, TPAs and Advisor/Consultants that know the plan best. The data is 90 days or less old when obtained, is reviewed for accuracy, and is comprehensive in that it includes fees, services, support and......

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Toronto, ON, Canada

Digital Wealth Management Research and Advisory Service

Our FinTech Wealth Research & Advisory Service delivers quarterly reports which benchmark and track consumer and supplier insights related to automated digital wealth management over time. Our reports provide timely and relevant analyses that surface unmet needs, evaluate current market participants, and provide in-depth discussion and implications of key results. ...

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New York, NY, United States

Dow Jones Curation Services

Each of Dow Jones’ unique curation offerings is powered by subject matter experts who compile the world’s most relevant content for you, according to your personal business needs. Whether you need to stay updated on positive or negative news being published about your own company, the latest articles on your......

London, United Kingdom

European Fund Distribution

Our European Fund Distribution research consists of a series of reports that provide an overview of retail fund distribution and platforms in nine countries including the UK, Switzerland, Italy, Germany, France, Spain, Sweden, the Netherlands and Austria. We also look at the growing cross-border players. The report reviews distribution in each......

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Norwalk, CT, United States

Fee Analyzer

Gain competitive insight Fee Analyzer is an interactive product for asset managers and institutional investors to benchmark and analyze actual post-negotiated fees (rather than published fees) and performance across plans types, asset classes, and investment styles. It includes over 70,000 fee observations across over 65 investment styles and is updated quarterly......

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London, United Kingdom

Financial Clarity

By combining transactional data and the intermediary intelligence we are able to provide detailed analytics to help your business grow and develop new products by understanding the market better. Financial Clarity will help your organisation to shape its sales, marketing and distribution strategies. Financial Clarity dashboards are uniquely generated for every......

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London, United Kingdom

Growth Strategy

We have extensive experience helping businesses identify and prioritise the best opportunities for growth. This could involve evaluating pricing, assessing new product development and routes to market, or examining brand positioning and customer satisfaction....

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London, United Kingdom

Industry & Competitor Reporting

The UK Wealth Management Industry Report examines the aggregated business performance of investment managers, private banks and private client stockbrokers, and includes the underlying data in Excel and briefer quarterly updates for the following year. The report is derived from questionnaire data we receive as well as relevant public domain......

London, United Kingdom

Industry Networks

Our distinguished engineers network has worked with a consortium of major banks and chartered bodies to develop global industry standards for banking and beyond. Distinguished engineers network DevOps practitioners HR and talent professionals Risk professionals ...

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Singapore, Singapore

LuxeTalk - Affluent and HNW Community

Through our collaboration with luxury concierge and event companies as well as publishers and media, we build our LUXETALK Community of affluent and HNW individuals. These respondents come with opinions on products services they have used in the past and purchases they expect in the future. Having information to keep up......

Norwalk, CT, United States

Manager Research

Investment Metrics Global Database Manager Research is a comprehensive, easy-to-use analytical tool for evaluating asset managers and analyzing investment performance. It simplifies investment research and analysis with instant access to decision-support information on institutional and retail investments in the Investment Metrics Global Database. With a robust analytics engine, the tool allows......

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London, United Kingdom

Market Entry

Whether launching a new product or entering a new geographical region, our work may involve sizing a market and evaluating its growth potential, mapping the competitive environment to understanding where the white space lies, or surveying potential customers in that market to evaluate the need....

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London, United Kingdom

Market Entry Consulting

Market entry assessment - business restructuring - country profiling and benchmarking - competitor intelligence - due diligence - political and economic risk consulting We combine global investigative and analytical expertise with a highly practical understanding of how businesses can navigate the challenges of working in unfamiliar markets. Market entry assessment Supported by our......

Sydney, NSW, Australia

Market Indexations

Our market indices allow you to benchmark particular consumer behavioural traits and attitudes over time, helping you monitor the changing sentiment or financial health of the broader market. These changes may have strategic implications for your business, but the indices can also be used to start a conversation in the market......

Rotkreuz, Switzerland

Market Intelligence

Access and connect content for the use cases that are relevant to market activities of our clients and "connect the dots" across information that has been unconnected previously. Our knowledge about information markets, as well as our data science techniques and tools, allow us to derive new insights for a......

London, United Kingdom

Media

Authoritative, provocative, human At 11:FS we’re building a media company for financial service professionals fit for the digital age. 11:FS Media publishes new content on a daily basis, across audio, video (recorded and live streamed) and written, distributed through multiple digital platforms. This content is consumed by hundreds of thousands of people......

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London, United Kingdom

Omdia Consulting

Where to play Identify new markets, strategize for growth, prioritize investments What to build Foresee demand, craft a unique value proposition, test the market How to win Segment, message, and reach your target audience Where to play Omdia allows you to strategize for tomorrow and accurately identify, assess, and size growth opportunities, with a forecast for how......

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London, United Kingdom

Omdia Research and Data Solutions

Omdia brings you independent, world-class research that shares a holistic view of the technology ecosystem. Leverage the unified depth and breadth of expertise from Informa Tech’s legacy research brands: Ovum, IHS Markit Technology, Tractica and Heavy Reading. We are in a unique position to provide objective research and serve the needs......

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Santa Monica, CA, United States

OWL Analytics

OWL Analytics is an alternative data company that focuses on environmental, social, and governance (ESG) research. We help investors integrate ESG data into their investment solutions with the goal of delivering enhanced investment results and positive social impact compared to benchmarks. OWL ESG for wiser investing OWL ESG aggregates hundreds of sources......

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London, United Kingdom

Peer & Competitor Analysis

Style Analytics Peer Insights™ Peer Insights™ can help you understand exactly how different equity funds compare. Constructing a new fund or looking for investment opportunities? Style Analytics Peer Insights™ provides objective factor-by-factor comparisons between individual funds and their peer groups. Identify underlying exposures to investment styles, sectors, countries and risk, and......

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Norwalk, CT, United States

Peer Insights

Analyze competing funds quickly, with confidence Peer Insights, part of the Style Analytics solution, allows investors and managers to instantly compare any fund to any peer group of your choice to get accurate peer insights. Using the underlying holdings data, it has pre-calculated over 28,000 funds’ factor exposures so institutional investors......

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Sydney, NSW, Australia

Performance Benchmarking

Our performance benchmarking provides you with two key reference points against which to measure yourself – those you compete with for business, as well as the broader market in which you operate. CoreData has the skills and experience to highlight your relative position in the market over time by reliably benchmarking......

Norwalk, CT, United States

Plan Universe

The industry’s largest and most comprehensive tax-exempt plan sponsor peer group dataset Plan Universe is an interactive tool that enables institutional investors and advisors to tap into the industry’s largest and most comprehensive tax-exempt plan sponsor peer-group data for performance benchmarking, research, and analysis. It provides standard and custom peer-group comparisons......

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Irving, TX, United States

Professional Advisory Model™

We’ve interviewed thousands of financial advisors and Registered Investment Advisors with a minimum of 10 years of service, $250,000,000 in assets under management and $3 million or more in production per year to collect the data used to construct this model. The PAM™ breaks down a financial advisory practice into......

London, United Kingdom

Quantitive Research

We have experience in different areas of quantitative finance: Derivatives pricing and risk management. Quantitative risk analysis, value at risk.  Porfolio optimisation for asset management. Backtesting methodologies and trading strategies. Actuarial quantitative finance. We are in the quantitative finance business for decades, whatever your problem is we are able to find a quantiative solution....

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London, United Kingdom

Research

Your customers With so much potential work to undertake, where do you know to begin? We build intelligent, disruptive services through unparalleled insight around the most important factor: your customer. Our Jobs To Be Done (JTBD) framework provides clarity, insight and actionable next steps. Understand and Identify your customers’ fundamental motivations Support teams to......

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San Francisco, CA, United States

Research

F2 Strategy also leads the only peer-to-peer community of global wealth tech decision-makers of its kind. Armed with data, insights and experience, this exclusive group of leaders is driving the evolution of the industry together....

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London, United Kingdom

Research & Benchmarking

Our Quality Analyser research system will: Demonstrate the strength of your proposition Highlight any areas that require tactical focus Understand your competitors offerings in context Assist in winning new business Help retain clients Plan your future development roadmap ...

Basildon, United Kingdom

Research & Benchmarking

We benchmark platforms, asset managers, DFMs and SIPP providers based on a range of metrics including our Financial Stability Rating™ designed to support adviser selection process and inform provider’s business planning. Our Guide to Advised Platform is very popular with providers looking to gain a deeper understanding into the viability of propositions in the......

Basingstoke, United Kingdom

Research Services

Our research offering We offer four main services: Pay-as-you-go research - Quick and convenient, our pay-as-you-go service enables you to purchase just the research you need straight from the ResearchStore page. Corporate subscriptions – This is the most cost-effective way of gaining access to a larger number of research pieces. You can subscribe by topic or stream,......

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Basingstoke, United Kingdom

ResearchStore - Fintech & Payments

Research areas AI in Fintech AI in Retail Alternative Lending B2B Money Transfer Banking Automation & Roboadvisors Blockchain Blockchain Enterprise Survey Blockchain for Financial Services Commerce Survey Contactless Payments Digital Banking Digital Commerce Digital Commerce Coronavirus Analysis Digital Commerce Regional Analysis Digital Domestic Money Transfer Digital Identity Digital Money Transfer & Remittances Digital Wallets Direct Carrier Billing Fintech Futures Future In-Store Retail Technologies Insurtech International Digital Money Transfer IoT in Finance Mobile & Online Remote......

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Martinsville, NJ, United States

Robo Report & Robo Ranking

The Robo Ranking The Robo Ranking was developed by Backend Benchmarking as a comprehensive analysis of the different robo advice providers. Backend Benchmarking began opening accounts at robo advice providers in 2015 with the goal of bringing transparency to the robo advice industry. Although performance is an important component when assessing any investment......

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Eastleigh, United Kingdom

Strategic Customer Relationships (SCR)

Strategic Customer Relationships (SCR) uncovers customer expectations, measures your performance against those expectations, identifies where your biggest challenges and opportunities lie and pinpoints exactly where your customers want you to improve. Establishing what matters most to your customers and how you measure up Unlike generic satisfaction surveys, we start where most people......

Pune, India

Syndicate Research

Each report provides in-depth analysis on the topic and discuss drivers, restraints and opportunities available in the market. The service is designed to help our clients in their decision support system. The analysis also covers the complete spectrum of the research topic to help our clients meeting their business objective....

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London, United Kingdom

The Client Centric Index

The Client Centric Index is a self-completion diagnostic test. It helps you take the first step towards the transformation of the performance and profitability of your firm by aligning its capabilities, structure and culture more closely to its clients and markets. It comprises 12 questions It takes 5 minutes to complete online It......

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London, United Kingdom

The Platform Report

It is a closed user group, meaning that platforms must provide actual sales and asset data in order to participate. They must also abide by a confidentiality agreement. Since platforms also provide granular data on their bestselling funds, a subscription is extended to fund groups provided they sign a confidentiality agreement. The Platform......

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London, United Kingdom

The UK Sales Accelerator

The UK Sales Accelerator service is designed for technology firms, primarily start-ups, scale-ups and overseas market entrants, wanting to enter or grow in the UK wealth management sector. Working in partnership with MDWG Consulting, a UK-based sales consulting firm, the UK Sales Accelerator tackles the sales challenges faced by many......

Paris, France

The World Wealth Report

Capgemini is a global leader in consulting, digital transformation, technology, and engineering services. The group is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year heritage and deep industry-specific expertise, Capgemini enables......

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Singapore, Singapore

TrendLens 2020

A complete insights and research program designed for marketing and insights teams and C-level executives to understand the latest trends on affluent and HNW consumers when it comes to their finances, and buying luxury goods (fashion, cosmetics, jewellery, watches, alcohol), and travel and in key markets. Phase 2 interviews conducted in June/July......

London, United Kingdom

UK D2C Guide

The types of companies that will benefit from the insights include: direct platforms, asset managers, banks, pensions providers, insurance providers and technology providers. D2C Subscription to Platforum research allows firms to benchmark themselves against competitors and the wider industry and to keep abreast of market trends and changes. Our insights help firms......

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London, United Kingdom

UK Fund Distribution

This series aims to unearth what is important to retail fund selectors in light of forces effecting change in the market – the retail distribution review (RDR) and the pension reforms being the most powerful of these in recent times. We cover the subject from all angles, using data but most......

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London, United Kingdom

Vendor and custodian selection (RFP Management) and supplier benchmarking

We are an independent consultancy firm specialising in asset servicing. Our overarching goal when advising clients is to add measurable financial improvements to their business. This we achieve by consulting on operational and supplier efficiencies, revenue protection, and new business growth. A guiding principle for our firm is that our......

London, United Kingdom

Wealth Management Remuneration Survey

Under the remuneration package we include analyses of basic salary, bonus, LTIPs, share options and car allowances, with information collected as at the end of May and November, to ensure only the most current data is used for reviews. The report also enables the client to compare remuneration, working hours, leave......

Rockland, MA, United States

Wealth Trends

The Wealth Trends series will initially focus on the industry metatrends of ecosystem convergence, increased automation, and the search for alternative forms of revenue. For forward-thinking commentary on the intersection of wealth management and digital technologies, join the conversation....

Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.