Market Analysis, Understanding & Sizing

Without a deep and contemporary understanding of the markets that you operate in, your business and business strategies run the risk of failure. Our Market Analysis, Understanding & Sizing business need is a resource to support your discovery, understanding and engagement of the various solutions, solution providers and relevant knowledge resources in this important area of business planning and execution.

  • Total Solutions121
  • Solution Providers60
  • Knowledge Resources47
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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......

Client type
Relevant Regions
London, United Kingdom

Expert Laser – Laser Coach (Masterclasses)

Our Masterclass format: Virtual interactive classroom sessions 10-15 company participants per class or arrange a bespoke private agenda All sessions followed by ‘clinic’ to get answers to your specific questions and pain points Access to support guides and templates on each class topic, available post-completion 1 hour complementary consultancy follow up session with our experts......

Client type
Relevant Regions
London, United Kingdom

FinTech Strategy

We have taken the skills, experience, knowledge-base and networks developed through our consulting business to create a proposition to support our growing FinTech client base. We can help you to: Market Identify clients, competitors and addressable markets Use our network to get the ‘inside track’. Our specialist Wealth Management research partners support our......

Client type
Relevant Regions
London, United Kingdom

Product Development & Governance

Successful product development requires a deep understanding of the firm’s strategy and operations, technical product expertise, excellent project management skills, a sound understanding of risk management, laser-focus on client outcomes and robust product governance to be in place. Product governance itself extends beyond developing policy, process and frameworks. How these are embedded into......

Client type
Relevant Regions
Godalming, United Kingdom

A Meeting of Minds

A Meeting of Minds is a bi-annual series of strategic forums bringing together the CEOs and CIOs of the largest wealth managers, private banks, discretionary fund managers and multi-family offices. Each event is built around a series of roundtables allowing product and service providers,consultants and regulators to work through the key......

Client type

All Solutions

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

Access to Economists

Any client can call us to ask for more information on any macroeconomic topic they wish, and we will always try to help as quickly as time and capacity allows. But to secure that more bespoke service on a regular basis, some clients choose to add a number of economist......

London, United Kingdom

Advice & Research

Albourne is committed to: Non-discretionary advice Fixed fee pricing Independence Albourne believes in promoting alignment and avoiding conflicts...

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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......

relevant regions
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......

relevant regions
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......

Paris, France

Analytics

A beautiful dashboard fully adaptable to your employees' needs An AI-powered platform to access advanced data in your industry An open architecture to connect with your CRM, ERP, CMS, Database, etc. A marketplace of the best tools and researches on the market A wide range of powerful features to stay ahead of the market Visualization......

Atlanta, GA, United States

Asset Allocation Modeling

Asset allocation is among the most important decisions that investors make. Asset allocation has an important role in a portfolio’s long-term return. We believe that modeling the asset mix is one important tool in determining an investor’s long-term strategic asset allocation. LCG’s approach to helping clients make asset allocation decisions......

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Atlanta, GA, United States

Asset/Liability Analysis

Asset allocation decisions need to be made with a clear and thorough understanding of the liability while also considering the goals and objectives of the organization. We maintain our own internally-developed, proprietary systems to conduct asset/liability studies using data from our clients’ actuaries. LCG’s asset/liability studies consider the following: Current and......

relevant regions
Muenster, Germany

Banking Consulting

The market for private wealth banking remains an attractive business segment — and thus, it is also highly competitive. Regional and global banks have gained significant market shares in recent years and strive to incorporate the circle of wealthy private investors in their customer base. 20 percent of the liquid assets are......

relevant regions
Denver, CO, United States

Beacon Strategies Research & Education

Our methodology weaves together requirements, process, technology and people to deliver actionable and scalable coaching recommendations to our customers. We bring to our customers a dedication to only the enterprise wealth management space, where our knowledge and experience is industry wide, and a mile deep....

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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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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

Big Data and Business Analytics

When designing the research, we facilitate the embedding of insights throughout the organisation and provide implementation utility via an end-to-end service. Our experience means we have solutions to deal with typical ‘kinks’ in the insight chain – such as data extraction and use of multiple technological platforms. The promise of big data......

London, United Kingdom

BrandVue Financial Services

Covering retail banking, loans, credit cards, insurance, mortgages, investments and FX, the BrandVue dashboard gives you clarity on exactly what drives brand performance in the marketplace and how to improve it. You benefit from: A stronger brand - benchmark brand perceptions to make yours stand apart Improved CEX - discover what drives and improves......

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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New York, NY, United States

CB Insights Platform

CB Insights fuses machine learning, algorithms, data and visualizations together to help large enterprises ask, answer and articulate compelling answers to difficult questions - about growth, about competition and about the markets and technologies of the future. Our machine learning technology mines vast numbers of unstructured documents such as patents, earnings......

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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 Lodestar

Cerulli Lodestar is a unique offering of dynamic charts and visual displays that quickly allows users to answer important questions by interacting with custom filters. It provides unparalleled access to data that goes far beyond what's available in Cerulli publications. It’s the same tool that our analysts use to create......

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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......

relevant regions
London, United Kingdom

Commercial Intelligence

Commercial intelligence Sector analysis Stakeholder & competitor mapping Intelligence on bidding dynamics ...

relevant regions
London, United Kingdom

Commissioned Projects

Our clients benefit from our project consultants wealth of experience in applying economic reasoning to tackle real issues. Our clients’ challenges are broadly either internal or external: Internal – shining economic light on all aspects of strategic business planning to support board and senior management decisions External – economic evidence to influence customers, employees,......

London, United Kingdom

Consulting

Experts in every aspect of the product lifecycle.  Discovering the growth opportunity Focusing on just shipping code as fast as you can is a huge risk to the success of your venture. Mitigate that risk by understanding the dynamics at play between your customers and competitors to discover your growth opportunity. Designing a......

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Sydney, NSW, Australia

Consulting

Our leadership team are adept at providing consulting services to clients who are looking for more than just a research solution to their problem. We are here to help you action the research findings to drive business growth, whether that be through strategy and business planning, strategic communications, staff training......

Lake Forest, IL, United States

Consulting and Custom Research

Spectrem's in-depth knowledge of the wealth management, retirement and investment markets enables our research team to quickly understand your business challenges and design the appropriate custom research methodology to provide key insights to solve your challenges. Our full range of capabilities include: Qualitative research One-one-one in-depth in-person or telephone interviews Focus groups Small group......

London, United Kingdom

Consulting Services

We also undertake bespoke work and consultancy projects. We have experience of helping clients across a wide range of areas including strategy, product development, market analysis, entry strategies etc. ...

relevant regions
London, United Kingdom

Consumer Profile

Consumer Profile is composed of three key data sources:  ...

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Bristol, United Kingdom

Corporate Investigations

We help our clients successfully comply with regulations, review acquisitions, screen partners, on-board clients, hire the right people and protect their reputation. Our findings provide assurances and insights into reputational, integrity and compliance risks and help businesses understand and avoid any potential exposure. Our services are tailored to the precise needs of......

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Sydney, NSW, Australia

Customer Acquisition

CoreData has been conducting shadow shopping research since 2003. Through the process, we collect first-hand feedback from customers on their experience and deliver cutting edge reporting to drive business efficiency and profitability – while at the same time helping companies to reduce reputational and legislative risk. We provide detailed feedback to......

Sydney, NSW, Australia

Customer Experience

We have developed several proprietary tools to gauge customer satisfaction and engagement that go beyond the two-dimensional approach employed by most market research firms. We’ll also help you map the customer journey map, documenting the customer experience from their perspective and providing you a framework for understanding the way your customers......

Cambridge, MA, United States

Customer Experience Advisory

A laser focus on customer experience (CX) is the best path to business success. It requires adapting to a customer-led market and creating an engine to sense and respond to the nonstop changes in customer sensibilities, behaviors, and expectations. This is not altruism but an economic engine of growth. Forrester has the......

relevant regions
Cambridge, MA, United States

Customer Insights Advisory

Customers are disruptive. Restless, digitally savvy, intolerant, and free-spirited, they are driving profound change in what businesses are and how businesses work. There is no single archetype; this is now about anticipating customers at the human and emotional level. Winning requires customer insights and conviction that eclipse your previous understanding. Attitudes and......

relevant regions
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......

relevant regions
Boston, MA, United States

Custom Research

Cerulli's custom research offers tailored access to our industry-leading research process. Options include: Internal thought leadership papers Custom compilations of existing Cerulli data Whitepapers for public distribution Custom surveys and analyses leveraging Cerulli's research network and survey engine ...

relevant regions
Toronto, ON, Canada

Custom Research

Our custom researchers are ready to mine our data to answer your specific questions and to design a research approach that will give you reliable answers. We are skilled in a variety of market research methods including consumer surveys, attitudinal customer segmentation, market modelling and forecasting, and econometrics / discrete choice /MaxDiff......

relevant regions
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"......

relevant regions
London, United Kingdom

Data Collection & Analysis

Through our in-house data collection experts, audience access consultants and proprietary technology, we can satisfy all of your research fieldwork needs, including: Survey design Survey programming and hosting Translations and coding Audience access Advanced statistical analysis techniques Data processing Data visualisation How we can help Survey design & scripting: tailored to your insight objectives Audience access: reach any audience, anywhere, easily Data visualisation......

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Sydney, NSW, Australia

Data visualisation

Our infographics and animations bring the research findings to life, telling a narrative and connecting with people in a more compelling way than what’s possible through traditional mediums. Many of our clients use data visualisation to drive their SEO content strategy, optimising organic search results and helping them to reach a......

London, United Kingdom
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. ...

relevant regions
Sydney, NSW, Australia

Direct Equity Research

What should I buy? Our overall Approved or Not Approved rating allows you to determine which shares should be considered for inclusion in your portfolio. Why should I buy it? Each shares is given an income and growth rating that enables you to determine how the share can be used to get exposure to different investment styles. When should I buy it? The......

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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

Due Diligence

Enhanced due diligence - third-party due diligence - cyber due diligence Due diligence delivered by Control Risks benefits from a global team of highly technical investigative professionals. Our global footprint includes investigative teams, specialist researchers and on-the-ground sources, giving your organisation the ability to make informed decisions. Enhanced due diligence Our compliance, forensics......

New York, NY, United States

Due Diligence Services

Comprehensive expert analysis Eurekahedge, through its extensive global network of consultants and analysts, offers comprehensive operational / risk due diligence report services on hedge funds enabling institutions, fund of funds, advisors, endowments, foundations and family offices to evaluate whether asset managers meet operational best practice. Consistent in-depth ranking and scoring Utilising a proprietary......

relevant regions
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......

relevant regions
London, United Kingdom

Events & Seminars

The audience at each conference is filled with senior professionals and executives from wealth managers, private banks and stockbrokers, providing excellent networking opportunities as well as in-depth detail on the event theme from our presenters....

London, United Kingdom

Family Office Database

Highworth’s global single family offices ex-USA Detailed profiles during a subscription year of 1,100 single family offices in 51 countries outside the USA Highworth’s single family offices in EMEA Detailed profiles during a subscription year of 800 single family offices in Europe, Middle East & Africa What types of single family offices do we......

relevant regions
London, United Kingdom

FinTech Data and Research

We have a unique collection of startup data, market data and use cases on the fintech ecosystem, which we use to deliver insights through a wide variety of offerings Monthly research updates You can subscribe to Burnmark’s monthly research reports, that provide you with updates on everything from market size changes to......

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Boston, MA, United States

Gap Analysis

Sample engagements include: Helping a global private equity firm to conduct a gap analysis of a trading technology vendor Reviewing a highly diversified payment technology vendor's offering and identifying new opportunities to leverage existing assets Assessing customer satisfaction and gaps in need of a bridge for a leading card network's product and service offerings Analyzing the......

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....

relevant regions
London, United Kingdom

HNW and UHNW Client Base Analysis

In a market with more multi-banked individuals and where loyalty is weakening, we help firms to shape a rigorous approach to generating growth from existing relationships. Our teams define, pilot and implement client insight programs which deliver an immediate ROI to the institution from new opportunities and increase in clients’......

relevant regions
London, United Kingdom

Index Design and Strategy

We provide on-demand research, design and development resources for clients considering new indices or index-based products. We do this by leveraging our expertise. During our decades of experience in index design and governance, we have discovered a number of crucial elements that are key in the successful launch of indices –......

relevant regions
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......

Edinburgh, United Kingdom

Insight

Looking for key stats on gross and net flows, wrapper splits, customer numbers and AUA? It’s here. Want to drill down into proposition detail? It’s here – in more depth and presented more accessibly than anywhere else. And want to know how platforms are addressing the issues of the day?......

London, United Kingdom

Insight & Market Intelligence

.Reports include: UK adviser software market assessment Who’s who in digital advice The future shape of workplace ...

Paris, France

Insights

A knowledge center to manage all your reports and market studies Receive custom weekly digest on what matters the most to you Alerting system to keep up with the latest company news A live chat with our team of specialist to request market data News monitoring to be informed before your competitors Participative dashboard to......

Paris, France

Learning

A learning expedition to assist you at every stage A live chat with our team to receive tips and support An AI-powered personal assistant to train you to FinTech An intuitive interface that is adaptable to your level of expertise Sharing tools to create synergies between employees A matching system to filter non-relevant data sources ...

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......

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....

relevant regions
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......

London, United Kingdom

Market Entry (Software Vendors & Service Providers)

We have advised several vendors and service providers on how they might expand their presence either into the UK Wealth Management market or from the institutional sector into wealth management. We have assisted our clients in many ways: Conducting a functional gap analysis, e.g. the functionality needed for UK tax wrappers......

Boston, MA, United States

Market Entry Strategy

Sample engagements include: Conducting a quantitative study of active traders in six countries; sized the market, key players, domestic preferences, and incidence of various types of retail traders Assessing banks’ fraud-prevention investment plans via executive survey for a large vendor looking to expand its services Assisting a Europe-based OMS vendor in entering new markets For......

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......

Sydney, NSW, Australia

Market Segmentation

Using multivariate analysis techniques such as cluster analysis we are able to develop advanced market segmentation systems that reveal tribes whose members demonstrate strong similarities to each other, yet are markedly different from other tribes. The differences in behaviour and perspective among these tribes needs to be understood intimately – which......

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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Lake Forest, IL, United States

Millionaire Investor Confidence Index

The Spectrem Affluent Investor Confidence Index (SAICI)® and Spectrem Millionaire Investor Confidence Index (SMICI)® gauge the investment confidence and outlook of households with more than $500,000 and more than $1 million of investable assets, respectively. Each index explores investors' attitudes regarding economic outlook, hypothetical investment preferences and actual investment intentions for the coming month. The......

London, United Kingdom

MillionaireVue

Savanta’s MillionaireVue, a new quarterly-run omnibus focused on millionaires, covers three of the world’s main wealth markets – UK, United States and China and offers brands the opportunity to access and understand millionaires across the globe. Our team of wealth experts draw upon the knowledge of 500 HNWIs in each core......

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Philadelphia, PA, United States

Mixed-Methods Research

Global surveys Working with worldwide research panels, we can reach executives in any country, industry, and size of company, as well as their B2B, B2C and B2G customers. Executive interviews Our global network of editors are skilled in interviewing top executives across industries and countries, as well as experts, futurism and academicians Quantitative analysis We apply......

Lake Forest, IL, United States

Newsletters and Content

Spectrem’s research and strategic insights are also available in the form of monthly newsletters, custom publications, and a library of topical articles. This content can be licensed for use in both internal and external publications. Our content is also available for use on internal or client websites and other communications. The......

London, United Kingdom

NextWealth

At NextWealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth. Historians of finance will look back on this era as the decade of disruption. The investment industry is being reshaped. The upheaval is driven mainly by external forces, including regulatory disruption, societal and......

relevant regions
London, United Kingdom

Omdia Ask an Analyst

Omdia’s Ask an Analyst enables you to connect with our analysts to explore your research and data in more detail. Examples of popular questions: Could we schedule a call to discuss the latest market and competitor trends? Can the analyst share further insights into the forecast scenarios? Could we arrange a time to discuss......

relevant regions
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......

relevant regions
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......

Seattle, WA, United States

PitchBook Institutional Research Group

Get independent private market research that puts investors first Risk is inherent in the private markets and our Institutional Research Group is here to help you navigate the entire investment process. Our best-in-class research is built on sophisticated methodologies and frameworks that help you gain the conviction you need to successfully......

relevant regions
London, United Kingdom

Political and Economic Risk Consulting

Political and economic analysis and forecasting - scenario analysis and strategy consulting - political risk governance programmes Awareness of political and economic risks is the foundation of your organisation’s resilience: they are the drivers of most other risks. Consulting, analysis and forecasting Control Risks has an unrivalled global team of political risk analysts who,......

Sydney, NSW, Australia

Predictive Analytics

This means we can help you pre-empt who you should be talking to – about what, and how – before they leave or make a purchase decision elsewhere, ensuring you are fully unlocking latent demand for your products and services. Using statistical techniques such as predictive modelling and data mining, CoreData’s......

London, United Kingdom

Private equity research

Source deals, understand markets The PE landscape is more competitive than ever before, with an abundance of ‘dry powder’ chasing fewer deals in global jurisdictions. PE investors need to quickly understand the market opportunity associated with a deal in order to ultimately make the right investment decision. Working with clients across the deal......

relevant regions
Sydney, NSW, Australia

Product or Concept Testing

To prevent you from investing time and money in a concept or product that doesn’t resonate with your target market, CoreData will test it for you. After evaluating what it is you are testing and determining the best environment to test it in – whether this be with stakeholder consultation, in......

London, United Kingdom

Proposition Design

Our approach to proposition design We’re a proposition design consultancy. We help mobilise teams in big businesses to create new ventures, new products and new services. Our engagement model is flexible, responding to each client context, objectives and resources. Whether you need help with a large digital transformation project, or a......

relevant regions
New York, NY, United States

Prospect Identification

WealthQuotient relational mapping identifies the totality of your accessible target market.  We manually identify the qualified prospects in the relational networks of your clients, donors and other centers of influence. This “inward out” mapping ensures the prospects we identify are simply a referral request away and represents your organizations lowest hanging fruit. Typical approach Relational......

relevant regions
London, United Kingdom

Public equity research

Information overload challenging markets Equity investors are finding it increasingly more difficult to generate alpha. As a result, investors are looking for equity managers with unique offerings that satisfy specific needs. Evaluate new ideas monitor existing holdings No matter whether they are developing or revisiting an investment thesis, testing model inputs or tracking company......

relevant regions
Athens, GA, United States

Red Rock Advice & Consulting

We offer a full range of enterprise consulting solutions that work together to form a comprehensive, end-to-end solution with the scalability and vision to help. Leadership Strategic advice Practice evolution Maximizing human capital and team performance Business transition planning Our offerings Leadership The effectiveness of a leader is defined by the quality of the results they produce.  Our......

relevant regions
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......

relevant regions
London, United Kingdom

Research

Our research includes strategic insight to support business case development and focused investment, and white papers in support of our clients’ marketing initiatives. Capabilities assessment Competitive analysis and positioning Industry trends Market entry opportunities White papers ...

relevant regions
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....

relevant regions
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......

London, United Kingdom

Research & Consulting

Smart techniques which look further and deeper Sector expertise to design and interpret research in context Planning mindsets to decipher meaning from information Business acumen to drive action from insight With our Research & Consulting, you can: Devise customer-centric strategies Launch category-leading products and services Build powerful brands and marcomms Inspire customer loyalty  ...

relevant regions
London, United Kingdom

Research for financial companies

Our ambition is to offer best in class coverage of global financials. Autonomous has more than 25 publishing analysts covering more than 230 stocks across banks, insurers, diversified financials and fintech stocks. We seek to marry the big picture macro and thematic trends with bottom up stock picking – we......

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,......

relevant regions
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......

relevant regions
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......

relevant regions
Paris, France

Sigma Map™ & Framework

The risk management maturity of an organization is measured along six distinct components which allow firms to manage their risk profile. ...

relevant regions
London, United Kingdom

Strategic and Business Intelligence

Political and economic risk consulting - political and economic analysis and forecasting - scenario analysis and strategy consulting - business intelligence Strategic and business intelligence from Control Risks supports you when you are seeking markets and growth opportunities that align with your organisation’s risk tolerance, and reinforce brand and shareholder value. Our combination......

London, United Kingdom

Strategic Intelligence

Strategic intelligence Market entry / exit Political analysis Government relations & advocacy ...

relevant regions
Chicago, IL, United States

Strategies that build shareholder confidence

A decade of volatility in the financial services industry and the global economy at large have brought to the forefront the need for clear and explicit strategies. Higher capital requirements for financial institutions make investors more selective; investors will readily discount financial institutions with unclear strategies, questionable portfolios, or perceived......

relevant regions
Bath, United Kingdom

Strategy

Our broad industry understanding and rigorous approach enables us to quickly challenge impractical ideas and refine strategy to the point it can be implemented on the ground. Whether that be designing an operating model or shaping an outsource contract, our techniques turn art into science. There’s no such thing as a......

relevant regions
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....

relevant regions
London, United Kingdom

Talks

Speaking services From internal workshops and private functions to global launches and conferences, we have the expertise to make your event a triumph. Informative and entertaining hosting, chairing and moderation Keynote talks from international leaders in fintech Subject-matter experts to take panels to the next level ...

relevant regions
London, United Kingdom

The Financial Services Forum

Keeping up-to-date with current trends and changes across marketing and financial services is vital in this fast-moving business environment. The Financial Services Forum gives senior marketing executives, and their teams, access to weekly events and online resources, to keep you informed. We tackle the latest trends affecting our industry, covering all......

relevant regions
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......

London, United Kingdom

The WealthTech Landscape Report Series (WTLRs)

The Wealth Technology Landscape Report Series (WTLRs) takes the solutions and solution provider marketplace that we host in our digital platform, segments them in different ways (see below) and creates written reports which are formed of a content and opinion element and a directory element. These reports support and enhance the......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
Lake Forest, IL, United States

Wealth and Retirement Research

Spectrem continually fields research to provide in-depth information regarding investors, plan sponsors or other entities engaged in the investment and financial services industry. In addition to our wealth market research, Spectrem also interviews a significant number of defined contribution plan participants on a quarterly basis to produce our syndicated retirement research....

Dublin, Ireland

Wealth Insight Attributes

Wealth Insight Attributes™ provides a multi-dimensional view of micro-neighborhood household wealth, investment portfolio, credit, automobile ownership and marketing characteristics giving financial organizations unprecedented insight into consumer trends and market opportunities. Powered by verified direct-measured investor data reported monthly by over 850 leading banks and broker dealers, patent-pending data aggregation technology and thousands......

relevant regions
Dublin, Ireland

Wealth Insights Services

Targeting the right customers and prospects starts with highly reliable and actionable data to generate deep market and consumer insights. Financial services marketing, wealth management, retail banking and insurance professionals now have more options to improve their strategic decision making and marketing ROI. Wealth Insights ServicesSM leverages direct-measured investor data from more......

relevant regions
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 Management Research

The research provides practical strategies and solutions to help you meet real-world challenges including these: Validate your systems strategy Understand industry operating models Stay current on technology trends Identify emerging trends that may affect your business Reduce risk from systems decisions Understand where your peers are focusing their efforts ...

relevant regions
London, United Kingdom

Wealthmonitor

Early stage wealth creation Early stage proprietary intelligence into the strategic intentions of private and public companies and the beneficiaries Identify beneficiaries Detailed in-depth profiles triggered by potential and current liquidity events on shareholders, executives and their holdings Develop client relationships Spot networking opportunities with HNW individuals and advisors Research the market in depth Deep-dive research Find opportunities......

relevant regions
Dublin, Ireland

Wealth Opportunity Score

Wealth Opportunity Score™ is the only wealth-estimation model developed using fresh, comprehensive and direct-measured investable asset data, which provides unmatched accuracy and targeting precision. The score enables data and analytics, strategic planning, and sales and marketing professionals to develop actionable strategies and tactics across the entire Customer Life Cycle, from......

relevant regions
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....

New York, NY, United States

WSJ Pro

WSJ Pro is the global, industry-specific membership that turns unrivaled reporting, insight and data into members’ competitive advantage. Developed for those who don’t accept the conventional wisdom and believe in building a competitive edge through fresh perspectives, WSJ Pro gives members access to high-quality insight and analysis. Pro members are always one......

Knowledge Resources

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