4 Westchester Park Drive, White Plains, NY 10604, United States
We provide actionable insight to help you make smarter decisions
Informa provides financial institutions with the intelligent advantage to make informed decisions, understand past trends, forecast future performance, drive profitability, and increase returns. We offer our clients market leading competitive benchmarking, customer analytics, and specialized data.
Our specialities
Banking/Customer Experience
Navigating front-line channels in the retail world can be daunting, educate yourself with our financial intelligence information and market research, understand your customers and your competition. Our digital and traditional delivery channel research empowers financial institutions to take action and improve sales and service performance.
Banking/Benchmarking
See where you really stand amongst your competition and get a clear idea of your strengths and weaknesses to position your products effectively. Our ultra-detailed research gives you the information advantage over your competitors, empowering you to make precision “apple- to-apples” product comparisons – and more profitable pricing decisions.
Investment & asset management
Speak knowledgeably across the spectrum of potential funding opportunities with our suite of Investment and Asset management products. We offer a unique overview of both buy-side and sell-side universes, built on decades of experience and delivered by well-connected market professionals.
Wealth management
Cover the entire wealth management lifecycle, from proposal to performance measurement, with our solutions. We’ll give you the tools necessary to grow your assets under management and maintain your current book of business in a fast-paced market environment.
Help your compliance department stay on top of promises made to clients by financial advisors. ComplianceIQ allows allocation monitoring, as well as monitoring holdings, performance and other statistics against agreed limits. How it works ComplianceIQ monitors up to 17 different rules, including: Target allocation Restricted securities Concentrated positions Risk and return Quality ratings Portfolio turnover Performance vs benchmark It carries out......
Designed for wealth managers and advisors, PerformanceIQ allows you to create customizable reports for every client. With complete confidence in your data, you can communicate faster and win more business. To help you get the best out of PerformanceIQ, please refer to our training materials below. ...
Say goodbye to the bottlenecks and inefficiencies that come with gathering and reviewing fact sheet data manually. Profile Producer produces fact sheets using a streamlined, controlled process that everyone involved can access, track and monitor. How Profile Producer works We first consult with you to understand your production process and the output......
WealthIQ is a huge time-saver. Asset allocation strategies, investment portfolio templates and investment plans are all easy to create. With workflow improvement and compliance monitoring, advisors can focus on client interactions. Faster asset acquisition As every sales advisor knows, creating financial portfolio proposals eats up time. The WealthIQ financial portfolio proposal generation......
You need to constantly demonstrate your value in today’s competitive marketplace to show you are the investment professional of choice. Powerful web-based tools can help you make sound investment decisions and create compelling client presentations to deliver the advantage you need to build your business. That’s Zephyr - your smartest......