Leverage the global power of our data, analytics and insights to enhance your strategic planning process.

Our data from over 60,000 buy-side entities plus operational benchmark and ‘best practice’ data from banks and asset managers can be custom packaged to fit your unique strategic planning needs.

The data and insights will help you understand customer demand, market trends, competitor performance, and other critical components to effective strategic planning. Our aim is to help you identify business opportunities and set the right strategic agenda.

We provide high-integrity trended data across financial services, supported by our expert analysts who can provide insights and recommendations. Our strategic planning data and services are used by executive management and strategic planning professionals to better understand:

  • Unmet and emerging customer needs
  • New product demand
  • Wallet opportunity/fees paid
  • Wallet drivers
  • Behavioral trends
  • Market structure and technology
  • Payments
  • Digital banking

Our strategic planning data and insights are ideal if you are looking to identify business opportunities and take your strategic planning to the next level. Delivery can be provided via consulting sessions, self-service online tools, or Excel and PowerPoint.