Corporate Investment Banks & Dealers
Leading global and regional corporate 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 provides you with the information necessary to identify act upon opportunities to grow revenues and improve performance and includes: Share of wallet and trading levels, Performance on key share of wallet drivers; Market trends, market penetration, trading volumes, product demand, drivers of product demand; Individual dealers' competitive positioning on wallet share and across qualitative performance areas in sales, trading, research, and back-office capabilities; and Extensive coverage of e-trading platforms, online capabilities, e-trading market share, and dynamics relating to executing trades online vs. voice.
Our coverage areas include:
Fixed Income
Equities
Foreign Exchange
E-trading
Onboarding
Customer Experience
TCA/Trading Desk Optimization
Sales, Trading & Research